How to Edit a Portfolio?
- Tanvir Mahedi |
- 0 step |
- 41 seconds
Log into the Admin Portal
Go to "Property Management" dropdown on the left navigation
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Click on "Properties"
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Click here.
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Click on the "Other Action" dropdown on the right side of the screen
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Click on "PORTFOLIO/GROUPING"
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Click on the "Edit" icon of the chosen portfolio that you want to edit
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Edit the change under "Title \*" field
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Click on "Note" to detail any changes or describe anything
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Fill the field under "Institution Number"
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Provide a number under "Branch Number"
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Provide a name or edit the one that you already have under "Account Number"
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Click on the "Filter" field under 'Properties Not Included Showing' if it applies
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Click on "Update"
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