Related:

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

Queries

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