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"
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"
