Data Model

Contacts

Contacts are the core of Mycorrhizal CRM and represent people from your network. Use circles to group your contacts (e.g. Business, Friends, Bowling Group).

When creating a contact you can optionally create a birthday reminder. This simply adds a reminder for this contact’s birthday. Independently of that you will receive emails (if set up) for all birthdays anyway.

You can add custom fields through the settings menu. These will appear on every contact and can hold any text value. When deleting a custom field the information will still be stored in the database but not be visible. It will reappear when you add the same custom field again.

Profile pictures are stored downsized to 400x400px as files as well as as 48x48px thumbnails in the database (base64). You upload pictures directly or enter an image URL and have the backend pull it in from the web. Currently JPEG, PNG and HEIC up to 10 MB are supported file formats.

You can archive contacts to hide them from default search results and the dashboard. Archiving permanently deletes all active reminders for that contact. Notes, activities and relationships are preserved. Archived contacts are still synced via CardDAV (as often you might have phone contacts that you want to keep but do not want them to show up in Mycorrhizal CRM).

Activities

Use Activities to document events or interactions with one or more contacts (eg.dinner, phone call or meeting). Each activity has a title, date, and can optionally include a description, location, and linked contacts. If an activity has at least two linked contacts it appears in the network graph.

A trip, conference or visit that spans several days is one activity with an optional end date: the activity’s date is its first day and the end date its last day (inclusive), shown as a range such as “12-15 May”. The end date can never be before the start date, and it can be left out or cleared at any time. Reminders, cadence and occasions keep using the start date, so a multi-day activity counts as a single interaction. Calendar sync imports a multi-day all-day event as one ranged activity, and the CalDAV feed serves it as an all-day event; the CSV export has an End Date column and the account backup carries the end date.

Activities appear on each linked contact’s detail page in the Timeline tab, most recent activities show first.

The global Activities page lists every activity across all contacts and offers searching and a date range filter.

Notes

Notes let you capture free-text information. All notes attached to a specific contact appear in that contact’s timeline. Use them to record things you’ve learned about a person, conversation highlights or anything you want to remember. Unassigned notes are not attached to any contact. They are accessible from the Notes page in the main navigation and can be used like a personal journal.

Markdown in notes and activities

Note text and activity descriptions are rendered as a small Markdown subset on the web app and in the Android app: headings (#), bullet and numbered lists, **bold**, *italic*, `code` and fenced code blocks, [links](https://example.com), blockquotes (>) and horizontal rules (---). Plain text looks the same as before: paragraphs and line breaks are kept.

• Scope. Only note content and activity description render Markdown. Life-event descriptions, gift notes, how_we_met, contact_information, work_information, custom text fields and reminder messages stay plain text; extending the list is a separate decision per field.
• The stored text is the source. The server stores exactly what you typed; editing, copy, search, CSV export and the CardDAV/vCard NOTE field all carry that source unchanged. Markdown is never converted to HTML on export, and never stripped on import.
• Safe by construction. Raw HTML is shown as text, never interpreted. Only http, https, mailto and tel links are made clickable; javascript:, data: and relative URLs are left as text. External links open in a new tab with rel="noopener noreferrer nofollow". Images are not rendered (![alt](url) stays visible as text).
• Platforms. Web and Android. Android renders the same subset with a hand-written parser that mirrors frontend/src/utils/markdown.ts (no Markdown library): note text in the notes lists and the contact timeline, and the last-activity description in the prep view. The edit forms always show and save the source unchanged.

Reminders

Reminders help you stay on top of important dates and follow-ups. Reminders can be one-time or recur on a schedule. Reminders are tied to a specific contact and appear on both the contact’s detail page and the dashboard. You can decide whether the reminder should reschedule from the completion date (e.g. for a catch-up) or from the original date (e.g. for an anniversary). The Stay in Touch button on a contact’s detail page opens a prefilled reminder creation dialog for a quarterly catch-up.

If you enable Send email notification on a reminder, you will receive an email when the reminder is due. This requires a valid email address on your account and a configured email channel (Resend or SMTP) on the server.

Reminders can also be delivered by ntfy, Gotify or browser push. Those channels are enabled once for your account rather than per reminder, so they notify you about every due reminder regardless of the Send email notification checkbox — see Notifications.

When a reminder is due, you can complete or skip it. The difference is that selecting Complete creates a completion entry on the related contact’s timeline while the Skip option directly schedules the next reminder occurrence (if there is one) without creating a timeline entry. Overdue reminders remain visible until they are completed or skipped though they will not show up in the reminder emails again.

Relationships

Relationships let you map connections between contacts. You can select a suggested relationship or enter your own title. Relationships can either link to an existing contact or you can enter details manually without creating a dedicated contact. Relationships are shown both on the outgoing contact (“Sister: Eva”) as well as on the incoming contact detail page (“Sister of Jon”).