Skip to main content
Under Bewirtschaftung › Personen (Property management › People) you find all contacts of your company: tenants, owners, contact persons at companies and the mory users themselves. This page explains how to create and maintain people.

​
The list

Contacts are visible to all organizations of your company. A person you create can therefore also be used by colleagues from other organizations.

​
Creating a new person

1

Name and salutation

Click the plus button and enter first and last name. The gender is used for the correct salutation in letters and emails.
2

Contact details

Enter email, phone and address. Choose the correspondence language so that mory writes in the right language.
3

Company and roles

Optionally assign the person to a company and enter the position. Set the roles, unless the person is linked anyway through a tenancy or ownership.
Check whether the person already exists before creating it. Switching between person and company is not possible. If you recorded a company as a person by mistake, create it anew under Companies.

​
The person page

The person page has the tabs Übersicht (Overview), Aktivität (Activity), Unternehmen (Companies), Liegenschaften (Properties) and Dokumente (Documents). The sidebar contains the sections Details, Kommentare (Comments) and Portal. You edit fields directly by clicking on them.

​
Relationships are created automatically

You usually do not need to maintain relationships manually:
  • A person becomes a tenant as soon as they are recorded as a party in a tenancy. See Units & tenancies.
  • A person becomes an owner as soon as they are recorded as owner on a property or unit.
  • Every mory user automatically also appears as a person with their user role.

​
Detecting and merging duplicates

If mory detects two people with matching details, both receive a duplicate flag and you are notified. Open one of the entries and merge the two people. Tasks, documents and relationships are transferred to the remaining entry.

​
Copying the person ID

The person ID is needed for registration in the tenant or owner portal. You copy it in the Portal section of the sidebar. There you also see whether the person has already been invited.