On Wed, Jan 09, 2013 at 03:16:09PM +0100, Gour wrote: [...]
> > I use this as Customer Relationship Management (CRM) system. > > ...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=work:${3:adr1};${4:adr2};${5:adr3};${6:city};${7:state};${8:zip_code};${9:country} | :EMAIL: mailto:${10:company_email} | :TEL;PREF=1;TYPE="voice,work":[[tel:${11:tel}]] | :TEL;TYPE="fax,work":[[tel:${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: | | :PROPERTIES: | :KIND: individual | :ORG: ${3:organisation};${4:devision} | :TITLE: ${5:title} | :FN: $2 $1 | :N: $1;$2;; | :NICKNAME: $19 $1 | :ADR;TYPE=work:${6:adr1};${7:adr2};${8:adr3};${9:city};${10:state};${11:zip_code};${12:country} | :EMAIL: mailto:${13:company_email} | :TEL;PREF=1;TYPE="voice,work":[[tel:${14:tel}]] | :TEL;TYPE="voice,cell":[[tel:${15:mobile}]] | :TEL;TYPE="fax,work":[[tel:${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: ${3:salutation} | :ADR;TYPE=home:;;${4:adr3};${5:Dresden};${6:Sachsen};${7:zip_code};${8:Deutschland} | :EMAIL: mailto:${9:email} | :TEL;PREF=1;TYPE="voice,home":[[tel:${10:tel}]] | :TEL;TYPE="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$_2$ | Potential | | |----------+---------+-------+---------+-------+-------+---------+-----------| | | Hyundai | VEGA | 10000 | 1 | 0.5 | 5000 | 1 | 10000 | | #+TBLFM: \$6=\$3*\$4*\$5;%.0f::\$8=\$3*\$7;%.0f | #+END: | **** Outcome | $0 | **** Contacts | [[file:contacts.org::${9:surname}, ${10:name}][$10 $9]] | **** Documents :noexport: | **** Results :noexport: | - [ ] 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 from salesprojects.org contain links to these contacts. Links to e-mails are stored in the sales projects (section Log) as well. Regards -- Michael Strey www.strey.biz