From mboxrd@z Thu Jan 1 00:00:00 1970 From: Michael Strey Subject: Re: BBDB(3) or org-contacts Date: Thu, 10 Jan 2013 10:01:16 +0100 Message-ID: <20130110090116.GD943@strey.biz> References: <876237slcc.wl%n142857@gmail.com> <20130108211408.GC943@strey.biz> Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: quoted-printable Return-path: Received: from eggs.gnu.org ([208.118.235.92]:56613) by lists.gnu.org with esmtp (Exim 4.71) (envelope-from ) id 1TtE0q-0004L7-5x for emacs-orgmode@gnu.org; Thu, 10 Jan 2013 04:01:26 -0500 Received: from Debian-exim by eggs.gnu.org with spam-scanned (Exim 4.71) (envelope-from ) id 1TtE0o-00038m-Fs for emacs-orgmode@gnu.org; Thu, 10 Jan 2013 04:01:24 -0500 Received: from mx1.supremebox.com ([209.25.170.16]:35645 helo=mx3.supremebox.com) by eggs.gnu.org with esmtp (Exim 4.71) (envelope-from ) id 1TtE0o-00038f-6v for emacs-orgmode@gnu.org; Thu, 10 Jan 2013 04:01:22 -0500 Received: from [77.5.254.217] (helo=localhost) by mx3.supremebox.com with esmtpa (Exim 4.72) (envelope-from ) id 1TtE0l-0002Qp-MQ for emacs-orgmode@gnu.org; Thu, 10 Jan 2013 09:01:20 +0000 Content-Disposition: inline In-Reply-To: List-Id: "General discussions about Org-mode." List-Unsubscribe: , List-Archive: List-Post: List-Help: List-Subscribe: , Errors-To: emacs-orgmode-bounces+geo-emacs-orgmode=m.gmane.org@gnu.org Sender: emacs-orgmode-bounces+geo-emacs-orgmode=m.gmane.org@gnu.org To: emacs-orgmode@gnu.org On Wed, Jan 09, 2013 at 03:16:09PM +0100, Gour wrote: [...] > > I use this as Customer Relationship Management (CRM) system. >=20 > ...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=3Dwork:${3:adr1};${4:adr2};${5:adr3};${6:city};${7:state};${8:z= ip_code};${9:country} | :EMAIL: mailto:${10:company_email} | :TEL;PREF=3D1;TYPE=3D"voice,work":[[tel:${11:tel}]] | :TEL;TYPE=3D"fax,work":[[tel:${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: |=20 | :PROPERTIES: | :KIND: individual | :ORG: ${3:organisation};${4:devision} | :TITLE: ${5:title} | :FN: $2 $1 | :N: $1;$2;; | :NICKNAME: $19 $1 | :ADR;TYPE=3Dwork:${6:adr1};${7:adr2};${8:adr3};${9:city};${10:state};${11= :zip_code};${12:country} | :EMAIL: mailto:${13:company_email} | :TEL;PREF=3D1;TYPE=3D"voice,work":[[tel:${14:tel}]] | :TEL;TYPE=3D"voice,cell":[[tel:${15:mobile}]] | :TEL;TYPE=3D"fax,work":[[tel:${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: ${3:salutation} | :ADR;TYPE=3Dhome:;;${4:adr3};${5:Dresden};${6:Sachsen};${7:zip_code};${8:= Deutschland} | :EMAIL: mailto:${9:email} | :TEL;PREF=3D1;TYPE=3D"voice,home":[[tel:${10:tel}]] | :TEL;TYPE=3D"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$_2$ | Potent= ial | | |----------+---------+-------+---------+-------+-------+---------+-------= ----| | | Hyundai | VEGA | 10000 | 1 | 0.5 | 5000 | 1 | 10= 000 | | #+TBLFM: \$6=3D\$3*\$4*\$5;%.0f::\$8=3D\$3*\$7;%.0f | #+END: | **** Outcome | $0 | **** Contacts | [[file:contacts.org::${9:surname}, ${10:name}][$10 $9]] | **** Documents :noe= xport: | **** Results :noe= xport: | - [ ] 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 =66rom salesprojects.org contain links to these contacts. Links to e-mails are stored in the sales projects (section Log) as well. Regards --=20 Michael Strey=20 www.strey.biz