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

See Obsidian CRM Structure

Fields

Frontmatter

Contact (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
Account (select single value from list)
- List of notes in the Accounts folder
- dv.pages('"CRM/Accounts"').map(page => [page.file.name])
- dv.pages('"CRM/Accounts"').where(page => page.Active).map(page => [page.file.name])
Main contact (true/false)
Birthday (select date value from date picker)
Aliases
Tags
- CRM
- Contact

Inline

First name
Last name
Role
Contact information business
- E-mail
- Mobile
- Street
- ZIP
- City
- Country (select single value from list in a lookup note)
  - 90 Organize/Lookups/Countries
Contact information private
- E-mail
- URL
- Mobile
- Street
- ZIP
- City
- Country (select single value from list in a lookup note)
  - 90 Organize/Lookups/Countries

Queries

Opportunity
Phase
Products
Value

Open

dataview
TABLE WITHOUT ID
  file.link AS "Opportunity",
  Phase,
  Products AS "Products",
  Value AS "Value"
FROM "CRM/Opportunities"
WHERE contains(Contacts, this.Contact)
	AND !contains(Phase, "Closed")
SORT Name ASC

Won

dataview
TABLE WITHOUT ID
  file.link AS "Opportunity",
  Products AS "Products",
  Value AS "Value"
FROM "CRM/Opportunities"
WHERE contains(Contacts, this.Contact)
	AND contains(Phase, "Won")
SORT Name ASC

Lost

dataview
TABLE WITHOUT ID
  file.link AS "Opportunity",
  Products AS "Products",
  Value AS "Value"
FROM "CRM/Opportunities"
WHERE contains(Contacts, this.Contact)
	AND contains(Phase, "Lost")
SORT Name ASC

10 latest
Interaction
Type
Opportunity
Date

dataview
TABLE WITHOUT ID
	file.link AS "Interaction",
	Activity,
	("[[" + Opportunities + "]]") AS "Opportunity",
	dateformat(created, "yyyy-MM-dd") AS "Date"
FROM "CRM/Interactions"
WHERE contains(Contacts, this.Contact)
SORT Date DESC
LIMIT 10

Contacts at same Account

Name
Role
E-mail
Main contact?

dataview
TABLE WITHOUT ID
	file.link AS "Name",
	Role,
	E-mail,
	choice(main-contact,"✅","❌") AS "Main?"
FROM "CRM/Contacts"
WHERE Account = this.account
	AND file.name != this.file.name
SORT Name ASC