Contacts
These are the individuals you deal with at a customer company. It’s important to keep track of their contact information, their role within the company, and any interactions you’ve had with them.
Remember, the goal is to have a comprehensive view of each contact that allows you to serve them effectively and maintain a strong relationship. In Obsidian, you can create a template for contacts to ensure you capture all of this information consistently.
Relationships
Fields
Frontmatter
- contactName (text input)
- Automatically filled via Templater
Contacts
- active (true/false)
- Marks an entry as still active
- Only active entries can be chosen in the respective select fields
- accountName (text input)
- Use
[[account]]to link the contact to the parent account
- Use
- mainContact (true/false)
- birthday (select date value from date picker)
- icon (used by the Iconizer plugin)
- iconColor (used by the Iconizer plugin)
- aliases
- tags
- CRM
- Contact
Inline
- First name
- Last name
- Role
- Contact information business
- Mobile
- Street
- ZIP
- City
- Country (select single value from list in a lookup note)
90 Organize/Lookups/Countries
- Contact information private
- URL
- Mobile
- Street
- ZIP
- City
- Country (select single value from list in a lookup note)
90 Organize/Lookups/Countries