The incoming channels
Which channels are active in your organisation depends on your setup. WhatsApp numbers and the phone assistant are set up by your admin in Einstellungen (Settings).
Channel filter in the inbox
In the inbox you can filter incoming items by channel, for example to show only emails, only WhatsApp messages or only calls. This lets you work through one channel at a time, such as all calls from last night.Source in the task
Every task shows the field Quelle (Source) in the right sidebar under Details. It tells you through which channel the task was created: email, WhatsApp, phone, letter, tenant portal, manual or external (cases taken over from another system, for example Casavi). In the task list under Alle Aufgaben (All tasks) you can filter by source. The source helps you choose the right reply: a WhatsApp report is best answered via WhatsApp from the task, and for a call you find the transcript in the activities.Related pages
WhatsApp & phone
How messages and calls become tasks.
Tenant portal
What tenants see and how to invite them.
Owner portal
What owners see and how to share documents.
Handover protocol app
Document apartment handovers on site.