From: Michael Strey <mstrey@strey.biz>
To: emacs-orgmode@gnu.org
Subject: Re: BBDB(3) or org-contacts
Date: Thu, 10 Jan 2013 10:01:16 +0100 [thread overview]
Message-ID: <20130110090116.GD943@strey.biz> (raw)
In-Reply-To: <kcju38$ock$1@ger.gmane.org>
On Wed, Jan 09, 2013 at 03:16:09PM +0100, Gour wrote:
[...]
> > I use this as Customer Relationship Management (CRM) system.
>
> ...and would like to use it as CRM as well. Can you, please, share some
> more info about your setup (I'll probably use Gnus instead of Mutt)?
Here is my YASnippet template for the organisation
,----
| #name : Contact Organisation
| #key : org
| #contributor : Michael Strey <[EMAIL PROTECTED]>
| # --
| ** ${1:organisation}
| :PROPERTIES:
| :KIND: org
| :ORG: $1;${2:devision}
| :ADR;TYPE=work:${3:adr1};${4:adr2};${5:adr3};${6:city};${7:state};${8:zip_code};${9:country}
| :EMAIL: mailto:${10:company_email}
| :TEL;PREF=1;TYPE="voice,work":[[tel:${11:tel}]]
| :TEL;TYPE="fax,work":[[tel:${12:fax}]]
| :URL: http://$13
| :LANG: $14
| :END:
| $0
| Added: [`(org-read-date nil nil "+0d")`]
`----
and here that for a contact in the next sub-level
,----
| #name : Contact Individual
| #key : contact
| #contributor : Michael Strey <[EMAIL PROTECTED]>
| # --
| *** ${1:surname}, ${2:name}
| :LOGBOOK:
| - Added: [`(org-read-date nil nil "+0d")`]
| :END:
|
| :PROPERTIES:
| :KIND: individual
| :ORG: ${3:organisation};${4:devision}
| :TITLE: ${5:title}
| :FN: $2 $1
| :N: $1;$2;;
| :NICKNAME: $19 $1
| :ADR;TYPE=work:${6:adr1};${7:adr2};${8:adr3};${9:city};${10:state};${11:zip_code};${12:country}
| :EMAIL: mailto:${13:company_email}
| :TEL;PREF=1;TYPE="voice,work":[[tel:${14:tel}]]
| :TEL;TYPE="voice,cell":[[tel:${15:mobile}]]
| :TEL;TYPE="fax,work":[[tel:${16:fax}]]
| :URL: http://$17
| :LANG: $18
| :END:
| $0
`----
For my private contacts I have a simpler template
,----
| #name : Contact Individual (private)
| #key : privat
| #contributor : Michael Strey <[EMAIL PROTECTED]>
| # --
| *** ${1:surname}, ${2:name}
| :PROPERTIES:
| :KIND: individual
| :FN: $2 $1
| :N: $1;$2;;
| :NICKNAME: ${3:salutation}
| :ADR;TYPE=home:;;${4:adr3};${5:Dresden};${6:Sachsen};${7:zip_code};${8:Deutschland}
| :EMAIL: mailto:${9:email}
| :TEL;PREF=1;TYPE="voice,home":[[tel:${10:tel}]]
| :TEL;TYPE="voice,cell":[[tel:${11:mobile}]]
| :LANG: ${12:de}
| :END:
| $0
| Added: [`(org-read-date nil nil "+0d")`]
`----
The LOGBOOK drawer is used to store log notes with C-c C-z. In the lead
phase, as long as I do not have a dedicated sales project with a contact
or organisation, I store all notes below the individual or organisation
respectively.
As soon as there is a real chance to sell something, I define a sales
project in a second file containing all of my sales projects. Here
comes the YASnippet for such a project.
,----
| #name : Sales Project
| #key : salesp
| #contributor : Michael Strey <[EMAIL PROTECTED]>
| # --
| *** PENDING ${1:customer} -- ${2:product} :SP:
| :PROPERTIES:
| :Customer: $1
| :Vendor: ${3:vendor}
| :Product: $2
| :Quantity_short: ${4:quantity}
| :Quantity_long: ${5:quantity_long}
| :Price: ${6:price}
| :Rate: ${7:0.1}
| :Probability: ${8:0.5}
| :PlannedDeliveryDate:
| :Delivered: [ ]
| :Invoices: [ ]
| :Payed: [ ]
| :COLUMNS: %Customer %Product %Price %Quantity_short(Qty$_1$) %Probability(Prob.) %Value1(Value) %Quantity_long(Qty$_2$) %Value2(Potential)
| :END:
| Added: [`(org-read-date nil nil "+0d")`]
| Last update: [`(org-read-date nil nil "+0d")`]
| #+BEGIN: columnview :hlines 1 :maxlevel 3 :id local
| | Customer | Product | Price | Qty$_1$ | Prob. | Value | Qty$_2$ | Potential |
| |----------+---------+-------+---------+-------+-------+---------+-----------|
| | Hyundai | VEGA | 10000 | 1 | 0.5 | 5000 | 1 | 10000 |
| #+TBLFM: \$6=\$3*\$4*\$5;%.0f::\$8=\$3*\$7;%.0f
| #+END:
| **** Outcome
| $0
| **** Contacts
| [[file:contacts.org::${9:surname}, ${10:name}][$10 $9]]
| **** Documents :noexport:
| **** Results :noexport:
| - [ ] Result
| - [ ] Link to following project
| - [ ] Ask for recommendations
| - [ ] Link to competitor(s)
| - [ ] Archiving (later) into external file
| **** Log
`----
Thus in general contacts.org is uses only for the contacts. Projects
from salesprojects.org contain links to these contacts. Links to
e-mails are stored in the sales projects (section Log) as well.
Regards
--
Michael Strey
www.strey.biz
next prev parent reply other threads:[~2013-01-10 9:01 UTC|newest]
Thread overview: 25+ messages / expand[flat|nested] mbox.gz Atom feed top
2013-01-07 20:03 BBDB(3) or org-contacts Gour
2013-01-08 6:46 ` David Rogers
2013-01-08 7:45 ` Gour
2013-01-08 16:14 ` Daniel Clemente
2013-01-08 19:50 ` Gour
2013-01-08 21:14 ` Michael Strey
2013-01-09 14:16 ` Gour
2013-01-10 9:01 ` Michael Strey [this message]
2013-01-11 11:29 ` Karl Voit
2013-01-09 20:12 ` Nick Dokos
2013-01-09 20:28 ` Nick Dokos
2013-01-08 17:16 ` OBBDB(3) " Wes Hardaker
2013-01-08 19:53 ` Gour
2013-01-09 16:08 ` Wes Hardaker
2013-01-09 16:44 ` Gour
2013-01-13 22:04 ` Eric S Fraga
2013-01-14 8:02 ` Gour
2013-01-14 8:36 ` Gour
2013-01-14 22:14 ` Eric S Fraga
2013-01-15 10:40 ` Gour
2013-01-16 0:46 ` Eric S Fraga
2013-01-14 10:04 ` Myles English
2013-01-14 11:03 ` Gour
2013-01-14 13:04 ` Russell Adams
2013-01-14 13:27 ` Daimrod
Reply instructions:
You may reply publicly to this message via plain-text email
using any one of the following methods:
* Save the following mbox file, import it into your mail client,
and reply-to-all from there: mbox
Avoid top-posting and favor interleaved quoting:
https://en.wikipedia.org/wiki/Posting_style#Interleaved_style
List information: https://www.orgmode.org/
* Reply using the --to, --cc, and --in-reply-to
switches of git-send-email(1):
git send-email \
--in-reply-to=20130110090116.GD943@strey.biz \
--to=mstrey@strey.biz \
--cc=emacs-orgmode@gnu.org \
/path/to/YOUR_REPLY
https://kernel.org/pub/software/scm/git/docs/git-send-email.html
* If your mail client supports setting the In-Reply-To header
via mailto: links, try the mailto: link
Be sure your reply has a Subject: header at the top and a blank line
before the message body.
Code repositories for project(s) associated with this public inbox
https://git.savannah.gnu.org/cgit/emacs/org-mode.git
This is a public inbox, see mirroring instructions
for how to clone and mirror all data and code used for this inbox;
as well as URLs for read-only IMAP folder(s) and NNTP newsgroup(s).