Contacts

The contact directory lets you manage everyone involved in your portfolio: tenants, tradespeople, service providers, property managers, banks, and more. With the built-in CardDAV sync, all entries are also available on iPhone, iPad, Android, macOS, Windows Outlook, and Thunderbird.

Common Tasks

• Create a new contact
• Search and filter contacts
• Link a contact to a property or rental unit
• Sync contacts to your phone
• Delete a contact
• Set up CardDAV

How to

Create a new contact

1. Open Contacts in the navigation menu, then click Create contact.
2. Step 1 — choose type and category: Example: private person, category tradesperson.
3. Step 2 — enter basic information: Example: John Smith, electrician, Smith Electrical Ltd.
4. Step 3 — add address and contact details: email, mobile, landline, postal address.
5. Click Create contact — the entry appears immediately in the contact list.

Link a contact to a property or rental unit

1. Open the contact entry and go to the Overview tab.
2. In the Related properties or Related rental units section, click Link.
3. Select the property or rental unit from the list — the link is saved immediately.

Example: Caretaker Thomas Bauer is linked to the property "Main Street 12, Berlin" and appears directly in the property overview going forward.

Sync contacts to your phone

1. In the contact list, click Mobile Sync in the top right — you will be taken to the connections settings.
2. Create a device password there and follow the setup guide for your device.

Full step-by-step instructions for iOS, Android, macOS, Outlook, and Thunderbird: Set up CardDAV

Contact List and Fields

List view

The contact list shows at a glance:

• Name — first and last name for private persons, company name for organisations
• Category — e.g. tenant, tradesperson, service provider, caretaker, bank
• Email — primary email address (click to copy)
• Mobile phone — primary mobile number (click to copy)

Search and filters:

• Full-text search across name, company, and email
• Filter by type (private person / company)
• Filter by category (all 10 categories selectable individually)
• Reset filters with Clear filters

Contact detail — Overview

Opening an entry shows:

• Basic information: salutation, first and last name or company name, date of birth, contact type, category
• Organisation: company, job title, website
• Address: street, postal code, city, country
• Contact information: email addresses and phone numbers with label (work, home, mobile, fax)
• Related properties and Related rental units (if linked)

Contact detail — Notes

The Notes tab shows team-internal sticky notes for the contact:

• Visible only to your team — the contact cannot see notes
• Notes can be created, edited, and deleted
• Example: "Prefers contact by email. Tradesperson rate 80 €/h."

Audit and History

The contact directory does not maintain a per-entry change history. Security-relevant changes (who deleted which contact) are traceable via the server-side logging of the owner account.

Permissions and Multi-select

• Visible to: all members of the owner account.
• Create and edit: all members.
• Delete: only administrators — the action is irreversible.
• Edit multiple contacts at once: not available; changes are made per entry.
• Search and filter the contact list: all members — search by name, email, category, and type.

Related Pages

• Set up CardDAV — create a device password, iOS/Android/macOS/Outlook guide
• Properties — create properties and assign contacts
• Rental Units — manage rental units and link contacts
• Settings — configure team roles and permissions
• Getting Started — overview of all areas of the platform