The process to Edit the Investment details is as follows:
Navigation: Menu > Apps > Search for the Investments App > Select the Investment name > Edit (Pencil icon)
If user wants to update the existing Investment details, click on the ‘Edit’ (Pencil Icon) option and fill in the required details.
Edit Investment
| Field name | Description |
| Investment Name | By default the system shows the name of the Investment; if user wants to change it, enter the new name of the Investment |
| Is Parent | By default the system shows whether the Investment is a parent type or not; if user wants to change it, click on the checkbox to opt the Investment as a Parent type or not |
| Investment Parent | By default the system shows the Investment parent of the investment; if user wants to change it, select the parent Investment from the drop-down list |
Apply the required changes and click on Save.