Manage appointments with recurrence and categories and maintain contacts including groups, CSV import and Outlook synchronisation.
Calendar & appointments
- Calendar display – month, week, day and agenda with back/forward/today.
- Create/edit an appointment – title, time, location, notes, confidentiality, category and participants.
- Recurring appointments – create repetitions; edit/delete a single one or the whole series.
- Link an appointment to a file – show and open related files.
- Calendar filters – filter by categories, public holidays and subcategories.
- Additional events – birthdays, public holidays and absences in the calendar.
Contacts
- Create/edit a contact – with avatar and optional fields (addresses, company, phone, birthday …).
- Contact overview – card list with sorting, account filter and group assignment.
- Contact groups – create, edit, delete and navigate groups.
- Assign a contact to a case – via an assignment modal with search and preview.
- CSV import & Outlook sync – import contacts by CSV and sync with Outlook.
- Trash – restore or permanently delete contacts.