How to Edit a Portfolio?
Tanvir Mahedi
|
14 steps
|
41 seconds
Mipropertyportal
1
Log into the Admin Portal
2
Go to "Property Management" dropdown on the left navigation
3
Click on "Properties"
4
Click here.
5
Click on the "Other Action" dropdown on the right side of the screen
6
Click on "PORTFOLIO/GROUPING"
7
Click on the "Edit" icon of the chosen portfolio that you want to edit
8
Edit the change under "Title \*" field
9
Click on "Note" to detail any changes or describe anything
10
Fill the field under "Institution Number"
11
Provide a number under "Branch Number"
12
Provide a name or edit the one that you already have under "Account Number"
13
Click on the "Filter" field under 'Properties Not Included Showing' if it applies
14
Click on "Update"
