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  • Jupix Configuration File
  • PropertyFile
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  2. 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
  • See all 12 articles

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?
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