Interactions

These are the touchpoints you have with your contacts or companies. This could include emails, calls, meetings, or marketing activities. Tracking these can give you a history of your relationship with a contact or company.

Relationships

See Obsidian CRM Structure

Fields

• Account (select single value from list)
  • List of notes in the Accounts folder
  • dv.pages('"CRM/Accounts"').map(page => [page.file.name])
• Opportunities (select multiple values from list)
  • List of notes in Opportunities folder belonging to the respective account
  • dv.pages('"CRM/Opportunities"').map(page => [page.file.name])
  • dv.pages('"CRM/Opportunities"').where(page => !page.Phase.toLowerCase().includes('closed')).map(page => [page.file.name])
• Contacts (select multiple values from list)
  • List of notes in the Contacts folder belonging to the respective account
  • dv.pages('"CRM/Contacts"').map(page => [page.file.name])
  • dv.pages('"CRM/Contacts"').where(page => page.Active).map(page => [page.file.name])
• Activity (select single value from list in a lookup note)
  • 90 Organize/Lookups/Interaction Types
  • Call
  • Casual
  • Meeting
• Aliases
• Tags
  • CRM
  • Interaction

Queries

Open tasks for the related account

dataview
TASK
WHERE contains(file.folder, this.file.folder)
	AND Account = this.Account
	AND !completed
	AND file.name != this.file.name
GROUP BY file.name

Related

• Accounts
• Change Log
• Contacts
• CRM Dashboard
• Installation
• Interactions
• Opportunities
• Products