▶ Contacts > Persons


You can add contact Persons in Moderan and link them to Contracts, Organizations, Properties. This way you can keep all information about people involved or in charge in one place.


Adding a new Person


To add a new Person:

  • In Contacts > Persons click +ADD NEW

     

  • Enter information about the Person: First Name, Surname* (mandatory field), Organization, E-mail, Phone and other details:


Hint: If Organization (Landlord, Tenants or Service provider) is selected in the Organization field, Person will be linked to it and Persons' details will be visible in the Organizations' card.


  • Click Save to make the record.
  • Now you can have an overview of all created Persons details in the grid view.

Editing Person's details


There are two ways to view or edit Persons card:


1. Hover over First name column in the grid, click on the cog icon and select: VIEW or EDIT. Be sure to click SAVE upon updating the details.


2. Click straight on the Persons First Name and in the Persons card view hit EDIT:


Linking Contract, Property to the Persons' card


Once the Person is created, you can edit the information and associate relevant Contracts, Properties with this Person. 


Steps to link Rental Contract:

  • Scroll down to the Contract bar and click +ADD NEW



  • In pop-up table start typing the Contract Number or Property name - the list of the results appear. Select the needed Contract. Contracts* field is mandatory.



  • Select one or multiple Roles for a Person, if relevant:
  • Authorized signatory
  • Accounting
  • Technical
  • Marketing


Hint: Admin user can create more custom Roles for Persons (Admin > Settings), e.g. Facility Manager, Leasing Manager, etc.


Linking Persons to Rental Contracts or Properties

▶ Contracts > Rental Contract > Persons block

▶ Assets > Property > Persons block


  • Go to the Rental Contract card, and scroll down to the Persons block. Click +ADD NEW:


  • Select a Person from the drop-down. This field is mandatory. 


Hint: If contact Person is not present in the drop-down list (not yet created in Moderan), you can create by clicking on the plus sign (+) next to the Persons* field.
To add full information about the Person (phone number, email, etc.), click on the newly created Persons name or go to the Contacts > Persons and edit the relevant Persons' card.



  • Click on the Roles field and select one or multiple Roles for a Person
  • Do not forget to click on the Save icon.



  • In the Property card > Persons block click +ADD NEW:



Fill in the fields:

  • Persons* - if Person is already available in Moderan (created under Contacts > Persons), you can select it from the drop-down menu. If Person is not present in the list, you can create a new one by clicking on the plus icon (+);


  • Roles - select one or multiple Roles for a Person, if relevant.



If a Person is linked to a Contract, it will appear on the Organization related to this Contract.

You can easily navigate between interlinked Persons/Contracts/Organizations/Properties by clicking on the name of a Person.