You can change the vendor on a sales property if the property ownership has been set incorrectly.
- Click Property on the main homebar
- Search for the relevant property in the Find bar and click Go. Click View on the relevant record
- Alternatively, find and click the relevant property from within the Last Viewed section
- Alternatively, find and click the relevant property from within the Last Viewed section
- Click the Vendor tab
- Click Add Additional Vendor
- In the Owner Name field, enter the new owners name and click Search
- Alternatively, if the new owners details aren't already entered onto Jupix, click Add New Owner
- Enter the relevant landlord contact details in the Contact Details, People, Communication Preferences, Marketing Consents and Additional Contact Information sections
- Click Save
- A list of matching records appear. If they already have a record in Jupix, click Select
- Click Save
- Click Save again to save the property record with an additional vendor
On the Vendor tab, you'll now see both vendors - the correct vendor will appear below the incorrect vendor.
- Click Remove Additional Vendor alongside the incorrect record
- Enter the Deletion Code to confirm the action
- Click Confirm Delete
The property will now show with the correct vendor.