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The Allgemeine Anfrage (General request) workflow covers all requests that are neither damage nor tenant changes. mory works out the answer based on your data and asks you when something is missing.

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Trigger and examples

The task is created automatically from email, phone, WhatsApp or the tenant portal, or you create it via Neue Aufgabe (New task). Typical cases:
  • Noise complaint or dispute with neighbours
  • Spouse or partner to be added to the lease
  • Questions about the service charge statement
  • Request for a parking space or cellar compartment
  • Questions about house rules, keys or the laundry room

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Process at a glance

  1. Check request details
  2. Resolve request
  3. Confirm solution & close

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The steps in detail

1

Check request details

mory determines the context itself: who is asking, which property and unit are affected, which lease applies. This step is completed automatically. Check in the task context whether the assignment is correct and correct it if necessary.
2

Resolve request

mory gathers the necessary information from your documents, lease data and the people directory. If information is missing or a decision is needed, mory asks you a follow-up question in the task. Reply there and mory continues. Finally mory drafts a reply email for you to review, adjust and send.
3

Confirm solution & close

As property manager you confirm that the request is resolved. The task is closed and moves to the Archiv (archive).

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Tips & pitfalls

In every email draft, check amounts, property details, names and deadlines against the data in Bewirtschaftung (Management) and Datenbank (Documents) before sending.
If mory regularly lacks a piece of information (for example the house rules), store the document in Datenbank and link it to the property. Next time mory will find it on its own.
  • If it turns out to be a damage after all, change the workflow type in the task details. The checklist is replaced.
  • Administrators can adjust the steps, instructions and check criteria of this process in the Workflows module, see Configuring workflows.