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Add a new contact source

Chris Horroll
Chris Horroll
  • Updated

A contact source identifies where your applicant, vendors, landlords and other contacts originate from.

The steps below outline how to add a new contact source to your Jupix account.

 Note

You'll need access to Admin, to edit the System Configuration page. Your appointed office Admin will have access to these permissions 

  1. Click Admin on the main homebar
  2. In the dropdown menu, click System Configuration
  3. Scroll down to the Contact section. Alongside Contact Source Options, click Edit
  4. Click New Contact Source
  5. Enter the name of the Contact Source
  6. Using the dropdown, select the Jupix Type
    (The Jupix Type field is very important as it ensures the field is mapped correctly for portals and Jupix searches)
  7. Click Save