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home/Knowledge Base/Property Owner Related/How to edit a portfolio?

How to edit a portfolio?

5 views 0 February 8, 2023 Updated on February 13, 2023 mippsupportadmin

Follow the steps below to edit a portfolio:

  • Go to Property Management > Properties
  • Click on ‘Other Actions’ and select ‘PORTFOLIO/GROUPING.’
  • Click the edit icon
  • Edit the changes in Title, Institute Number, Branch Number, Account Number or Properties. 
  • Click ‘Update’ to update your information

 

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