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 & category: Example: private person, category tradesperson.
3. Step 2 — enter basic information: salutation, first and last name (or company name), and optionally date of birth, organisation, job title, and a photo.
4. Step 3 — add address & contact details: email, mobile, landline, postal address, and notes (all optional).
5. Click Create contact — the entry appears immediately in the contact list.

Link a contact to a property or rental unit

Contacts are linked from the property or rental unit, not from the contact itself:

1. Open the property or rental unit.
2. In the Contacts section, click Add contacts.
3. Select one or more contacts from the list — the link is saved immediately.

To remove a link, choose Unlink in the same section.

Example: Caretaker Thomas Bauer is added to the property "Main Street 12, Berlin" and appears there in the Contacts section going forward.

Sync contacts to your phone

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

Full step-by-step instructions for iPhone/iPad, Android, macOS, Outlook, Thunderbird, and other clients: 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, email, phone numbers, job title, and address
• Filter by type (private person / company)
• Filter by category (all 10 categories selectable individually: tenant, service provider, tradesperson, property manager, real estate agent, owner, bank, caretaker, acquaintance, other)
• Remove active filters with Clear filters

The contact detail has two tabs: Overview and Notes.

Contact detail — Overview

Opening an entry shows:

• Basic information: salutation, first and last name or company name, date of birth
• Organisation: company, job title, website
• Address: street, postal code, city, country
• Contact information: email address and phone numbers (mobile, landline)
• Notes: free-text note for the contact

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."

Delete a contact

From the three-dot menu of an entry (in the list or in the detail view), choose Delete. A confirmation dialog appears before the contact is removed.

Editing or deleting multiple contacts at once is not available — changes are made per entry.

Related Pages

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