Training
Jupix Configuration File
Accounts
PropertyFile
Submit a request
Jupix
Contacts
Contacts
Applicants
Add a new qualified applicant
Add a new unqualified applicant
The Applicants dropdown menu
Generate A List Of Applicants To Follow Up From A Match
Generate A List Of Sales Applicants That Are Sold STC
Sending property details to an applicant
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Landlords
The Landlords dropdown menu
Adding a new potential landlord
Adding a landlord with a property to let
How Do I Add Multiple Contacts To One Potential Landlord Record?
Consolidating landlord records
Convert a landlord to a company
See all 8 articles
Contacts
How Do I Add, Find and Edit Contact Records?
Adding a new supplier
Add a company name to a solicitor record
Saving applicant lists
How Do I Print Off Our Contacts List?
Vendors
Adding a new potential vendor
Adding a vendor with a property to sell
Add Proof Of Identity To A Vendor / Landlord Record
Changing a vendors solicitor
Transfer a vendor to an applicant
Reactivate a vendor record
Tenants
Adding A Tenant Into Jupix
Reactivate An Archived Tenant
Communication
Unable to change an email address
Sending SMS text messages
The Notes section
Add Note isn't showing
How do I lock a note on a record?
Why am I unable to see all Notes?
See all 11 articles
General
Add Money Laundering Details
How Do I Export Data For Applicants, Vendors and Landlords?