The Orbit Vermögen team is always looking for ways we can help you work more efficiently. In this release we add the possibility to batch assign law firms to your assets.
Here is how you access this new feature :
- - Go the portfolio page
- - If needed, run any advanced search filter to limit the results to those associated with a particular law firm
- - Group the results by asset (as opposed to family)
- - Select the associated assets
- - Access the batch tools from the “Edit properties” menu
