Title and Registration Settings

Registration Statuses

To update/add/edit any Registration Statuses that will display in your list of options when adding custom checklist items, click Registration Status within the Lookups section.

Already-existing statuses will appear in the list. To add a new status, click Add New.

Enter a name for the Status, whether you'd like for it to show in the list of options for your custom checklists, and if you'd like to flag the item as complete when working in a unit's title and registration information.

To edit any of the statuses, either click on the name of the status, or hover and click on the pencil icon to edit. Update any necessary information and Save. (Note: You can't change the name of the system's default statuses added (ie. Completed and Sent to State). You can change the name of any status added manually.)

 

To delete an item, hover and click the trashcan. (Note: You can only delete manually added statuses.)

Registration Custom Checklist

You can also add custom checklist items regarding Registration. In the same Settings > Vehicle tab, select Registration Custom Checklist.

Then, click Add New.

Enter a name for the Checklist item, if you would like it to be an option when adding a Custom Checklist item for Registration, a Default Registration Status, and if you would like this item to be considered mandatory. Save when finished.

The item will be added to the list. Hover to edit or delete.

Now, when you are adding a Custom Checklist item for a unit's registration info, this item will be an option to select from. Go to Vehicles > Titling and select the desired unit.

Scroll to the Custom Checklist section and click Add New.

Then, select the appropriate checklist name, enter other details as applicable, and save.

The Custom Checklist section now displays the newly added checklist item.