Tasks & agent
Why can't I see a task?
Why can't I see a task?
Check three things: Is the right Mandant (client) selected in the header? Does your role give you access to the property concerned? And open the Alle Aufgaben (All tasks) tab under Aufgaben (Tasks): Meine Aufgaben (My tasks) only shows tasks where you are responsible or involved. Completed tasks are in the Archiv (Archive). More about navigation in The interface.
Why didn't mory send an email?
Why didn't mory send an email?
mory only sends when you confirm the proposal in the Mory AI card or when the workflow step is set up for automatic sending. Common reasons: the proposal is still waiting for your approval, you undid the sending, no recipient with an email address exists, or mory has stopped because, for example, no contractor is recorded. See Troubleshooting.
How do I change the contractor of a task?
How do I change the contractor of a task?
In the right sidebar of the task, under Aufgaben-Kontext (Task context), you find the Auftragnehmer (Contractor) field. There you can switch the suggested contractor or create a new company. mory adapts the following checklist steps. See Damage handling.
What does Kompetenzsumme mean?
What does Kompetenzsumme mean?
The Kompetenzsumme (approval limit) is the amount up to which the property manager may decide without owner approval. It is maintained per property. If a quote exceeds the limit, mory adds an owner approval step. See Glossary.
Can I delete a task?
Can I delete a task?
No. Complete the task instead so it moves to the Archiv (Archive). Link wrongly created or duplicate tasks to the correct task and document this in a comment.
Inbox & email
Why wasn't an email assigned to a task?
Why wasn't an email assigned to a task?
Replies are recognized by the task number in the subject (format T-YYMMDD-NNN). If the number is missing because the recipient used a new subject, the email appears as a standalone message in the Posteingang (Inbox). Link the message to the task manually.
Which account is used for sending?
Which account is used for sending?
When you Verfassen (Compose), you choose the sender account. Your personal connected accounts and the organization accounts are available. How to connect an account is described in Profile & accounts.
What happens with Done and Snooze?
What happens with Done and Snooze?
Done removes the message from the active view without deleting it. Snooze hides it until the chosen time and then brings it back to the Wichtig (Important) tab.
Property management
Why is a unit "vacant" although a tenant is recorded?
Why is a unit "vacant" although a tenant is recorded?
Whether a unit is occupied depends on the tenancy, not on the person’s name. Open the Mietverhältnis (Tenancy) tab in the Einheit (Unit) and check whether the contract has a party as well as a start date and, if applicable, an end date. Without these, the contract does not count as active and the unit counts as vacant.
Why are no deadlines created?
Why are no deadlines created?
Deadlines are created automatically from contracts (expiry, option, index, step rent) and from Ausstattung (Equipment) (next maintenance). If these details are missing in the tenancy or on the equipment, no deadline is created. Fill in the fields and the deadlines appear on the dashboard and under Meine Fristen (My deadlines).
How do I merge duplicate people?
How do I merge duplicate people?
Under Personen (People), mory detects duplicates and offers to merge them. Choose the entry that should remain; relationships, tasks and documents are carried over.
Who sees which properties?
Who sees which properties?
Visibility depends on Organisation (organization), Mandant (client) and role. Contact your administrator if a property is missing for you.
Database
Why wasn't a document assigned?
Why wasn't a document assigned?
Automatic assignment needs clues in the document: an address, the name of a party, a task number or the name of a piece of equipment. Without these, the document stays unassigned. Open the document in the Datenbank (Database) and set property, unit, equipment or task manually in the sidebar.
Can I change the title of a document?
Can I change the title of a document?
Yes. The title initially matches the file name and can be edited in the document sidebar. You can also adjust valid from/to, period and client.
How do I find a document quickly?
How do I find a document quickly?
Use the search in the Datenbank (Database), the smart folders, or ask mory Chat, for example “Show me the lease for unit 3.02”. The chat returns a link to the document.
Portals
How do I invite a tenant to the portal?
How do I invite a tenant to the portal?
Open the person under Personen (People) and use the Portal section in the sidebar. An email address and a tenant relationship to a unit are required. The portal status is shown in the people list.
Which documents do tenants or owners see in the portal?
Which documents do tenants or owners see in the portal?
Only documents you have explicitly shared with the tenant or owner portal in the Datenbank (Database).
Do WhatsApp messages and calls create tasks?
Do WhatsApp messages and calls create tasks?
Yes. Messages to the organization’s WhatsApp number and calls to the phone assistant are sorted and created as tasks with the corresponding source.
Account
How can I work in English?
How can I work in English?
The mory interface is in German. This help center is available in German and English via the language switcher. mory detects the language of a task (and thus of the communication with the sender) automatically; you can change it in the task’s Details. mory Chat translates texts on request.
Why can't I sign in?
Why can't I sign in?
mory has no self-registration. You need an invitation from an administrator and sign in with the invited Google or Microsoft account. See Signing in.
How do I set up an absence?
How do I set up an absence?
Under Profile & accounts you set your absence and substitute. Tasks can be reassigned in bulk for that period.