Re: [O] BBDB(3) or org-contacts
* Michael Strey wrote: > On Tue, Jan 08, 2013 at 05:14:43PM +0100, Daniel Clemente wrote: > > [...] > >> Therefore I use its infrastructre (because I like it) but I don't run its >> code. I'll explain myself: >> I keep this structure in an .org file: >> ** John von Neumann >> :mathematic: >>:PROPERTIES: >>:EMAIL: j...@neumann.com >>:END: >> - some info > > 1+ > > I've more than 1000 contacts 1012 at my side. No speed issues so far. > and this system works well and with > reasonable speed. For integration with mutt, I use Karl Voit's lbdb > module for org-contact [fn:1]. To be fair, the perl-script did not originate from me. lbdb works like charm. With the script mentioned, I can query any kind of (sub-)string of a contact. This is quite nice since I can query things like «vacation2012» or «orgmode» to get contacts. > I've defined a set of properties derived from the VCard specification > and like Daniel, I have a Capture template to create new organisations > and contacts below them. You might also want to read: http://article.gmane.org/gmane.emacs.orgmode/47478/ -- Karl Voit
Re: [O] BBDB(3) or org-contacts
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| 1 | 1 | 0.5 | 5000 | 1 | 1 |
| #+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
Re: [O] BBDB(3) or org-contacts
Nick Dokos wrote: > I can then follow the link with ``F7 o'' - if the headline does not > exist, it creates it and then I can modify it to make into a bbdb link: > > , > | * [[bbdb:Daniel Clemente][Daniel Clemente]] > ` > > making it easy to go back and forth. > The creation part depends on the value of org-link-search-must-match-exact-headline which is set to query-to-create (which is offered in the customization menu, but is not documented in the doc string of the variable). Unfortunately, that only allows for exact headline matches, so if you modify the headline as I suggested, it won't match and it'll ask you if you want to create it again. It's probably better to add the link in the text of the entry (or perhaps as a property of the entry). Nick
Re: [O] BBDB(3) or org-contacts
Daniel Clemente wrote: > > Hi, > > El Mon, 7 Jan 2013 21:03:24 +0100 Gour va escriure: > > of bbdb-to-org-contacts converter wrote: "Once I point org-contacts at > > my newly generated file containing 831 records it make org-contacts > > really really slow down. I wouldn't care about the normal record > > searching process for just looking something up, but it makes loading a > > message in gnus unusable (5 second delay per message)." > > > > I use org-contacts with Wanderlust and I see it makes contact completion > very slow (5 seconds for each keypress, and that's with only 200 contacts). > Therefore I use its infrastructre (because I like it) but I don't run its > code. I'll explain myself: > > I keep this structure in an .org file: > > ** John von Neumann > :mathematic: >:PROPERTIES: >:EMAIL:j...@neumann.com >:END: > - some info > > > I use tags, I store e-mails, and I can write any infos, subsections, > appointments, tasks, etc. which I want; even clock in. > If I want to search for a contact, I simply open that buffer and use C-s or > do a tags search. > You can use org-capture to fill that file. > > > I strongly prefer this system over BBDB. > I use bbdb3 for my (admittedly, very simple) needs, but it can be augmented with this kind of information fairly easily: "all problems in computer science can be solved by another level of indirection" (Alan Perlis). Bind some key to org-open-at-point-global. Add another field to the bbdb entry with a link to get you to the org-contacts entry. You can even get a backlink to go from the org-contacts entry to the bbdb entry. For example: I have F7 bound to a sparse keymap for all things org, so I do (define-key f7-keymap "o" 'org-open-at-point-global) to bind org-open-at-point-global to "F7 o". I add a "link" entry to the bbdb record: , | Daniel Clemente |mail: n142...@gmail.com |link: [[file:~/lib/org/crm.org::Daniel Clemente]] ` I can then follow the link with ``F7 o'' - if the headline does not exist, it creates it and then I can modify it to make into a bbdb link: , | * [[bbdb:Daniel Clemente][Daniel Clemente]] ` making it easy to go back and forth. HTH, Nick
Re: [O] BBDB(3) or org-contacts
On Tue, 8 Jan 2013 22:14:09 +0100 Michael Strey wrote: > I've more than 1000 contacts and this system works well and with > reasonable speed. For integration with mutt, I use Karl Voit's lbdb > module for org-contact [fn:1]. I'm very glad to hear it... > 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)? Sincerely, Gour -- For him who has conquered the mind, the mind is the best of friends; but for one who has failed to do so, his mind will remain the greatest enemy. http://www.atmarama.net | Hlapicina (Croatia) | GPG: 52B5C810
Re: [O] BBDB(3) or org-contacts
On Tue, Jan 08, 2013 at 05:14:43PM +0100, Daniel Clemente wrote: [...] > Therefore I use its infrastructre (because I like it) but I don't run its > code. I'll explain myself: > > I keep this structure in an .org file: > > ** John von Neumann > :mathematic: >:PROPERTIES: >:EMAIL:j...@neumann.com >:END: > - some info 1+ I've more than 1000 contacts and this system works well and with reasonable speed. For integration with mutt, I use Karl Voit's lbdb module for org-contact [fn:1]. I've defined a set of properties derived from the VCard specification and like Daniel, I have a Capture template to create new organisations and contacts below them. I use this as Customer Relationship Management (CRM) system. Footnotes: [fn:1] http://lists.gnu.org/archive/html/emacs-orgmode/2011-10/msg01059.html Regards -- Michael Strey www.strey.biz
Re: [O] BBDB(3) or org-contacts
On Tue, 08 Jan 2013 17:14:43 +0100 Daniel Clemente wrote: > I use org-contacts with Wanderlust and I see it makes contact > completion very slow (5 seconds for each keypress, and that's with > only 200 contacts). Uhh...that's slow. > I use tags, I store e-mails, and I can write any infos, > subsections, appointments, tasks, etc. which I want; even clock in. > If I want to search for a contact, I simply open that buffer and use > C-s or do a tags search. You can use org-capture to fill that file. Thanks. Looks interesting. Sincerely, Gour -- When your intelligence has passed out of the dense forest of delusion, you shall become indifferent to all that has been heard and all that is to be heard. http://www.atmarama.net | Hlapicina (Croatia) | GPG: 52B5C810
Re: [O] BBDB(3) or org-contacts
Hi, El Mon, 7 Jan 2013 21:03:24 +0100 Gour va escriure: > of bbdb-to-org-contacts converter wrote: "Once I point org-contacts at > my newly generated file containing 831 records it make org-contacts > really really slow down. I wouldn't care about the normal record > searching process for just looking something up, but it makes loading a > message in gnus unusable (5 second delay per message)." > I use org-contacts with Wanderlust and I see it makes contact completion very slow (5 seconds for each keypress, and that's with only 200 contacts). Therefore I use its infrastructre (because I like it) but I don't run its code. I'll explain myself: I keep this structure in an .org file: ** John von Neumann :mathematic: :PROPERTIES: :EMAIL: j...@neumann.com :END: - some info I use tags, I store e-mails, and I can write any infos, subsections, appointments, tasks, etc. which I want; even clock in. If I want to search for a contact, I simply open that buffer and use C-s or do a tags search. You can use org-capture to fill that file. I strongly prefer this system over BBDB. Greetings, Daniel
Re: [O] BBDB(3) or org-contacts
On Mon, 07 Jan 2013 22:46:39 -0800 David Rogers wrote: > One caution is that org-contacts is not (as far as I know) getting any > attention anymore - its author has (last I heard) moved to a > Google-based contacts manager. Ohh..thank you for that. It's certainly something to consider. Of course, we do not plan to move to any Google-based stuff. :-) Sincerely, Gour signature.asc Description: PGP signature
Re: [O] BBDB(3) or org-contacts
Gour writes: > Hello, > > I've decided to use Gnus for my mail news (converted my present setup > to Maildirs served by locally running dovecot, but need some time to > setup Gnus) and wonder what do you recommend for keeping my contacts? > > Besides keeping contacts just as Gnus addressbook, I'd like to store > some extra data for some contacts like date-of-birth, place-of-birth, > time-of-birth as well as to keep records for my counseling clients > about their appointments, iow. notes about every session they had with > the ability to perform some custom-based searches. > > Based on this description it seems that org-contacts is more suitable > for the task than BBDB(3) offering ability to have custom format, easy > editing of contacts etc., but I do wonder about scalability considering > the following post > (http://www.hardakers.net/code/bbdb-to-org-contacts/) where the author > of bbdb-to-org-contacts converter wrote: "Once I point org-contacts at > my newly generated file containing 831 records it make org-contacts > really really slow down. I wouldn't care about the normal record > searching process for just looking something up, but it makes loading a > message in gnus unusable (5 second delay per message)." > > Any hint? One caution is that org-contacts is not (as far as I know) getting any attention anymore - its author has (last I heard) moved to a Google-based contacts manager. -- David R
[O] BBDB(3) or org-contacts
Hello, I've decided to use Gnus for my mail news (converted my present setup to Maildirs served by locally running dovecot, but need some time to setup Gnus) and wonder what do you recommend for keeping my contacts? Besides keeping contacts just as Gnus addressbook, I'd like to store some extra data for some contacts like date-of-birth, place-of-birth, time-of-birth as well as to keep records for my counseling clients about their appointments, iow. notes about every session they had with the ability to perform some custom-based searches. Based on this description it seems that org-contacts is more suitable for the task than BBDB(3) offering ability to have custom format, easy editing of contacts etc., but I do wonder about scalability considering the following post (http://www.hardakers.net/code/bbdb-to-org-contacts/) where the author of bbdb-to-org-contacts converter wrote: "Once I point org-contacts at my newly generated file containing 831 records it make org-contacts really really slow down. I wouldn't care about the normal record searching process for just looking something up, but it makes loading a message in gnus unusable (5 second delay per message)." Any hint? Sincerely, Gour -- Even if you are considered to be the most sinful of all sinners, when you are situated in the boat of transcendental knowledge you will be able to cross over the ocean of miseries. http://www.atmarama.net | Hlapicina (Croatia) | GPG: 52B5C810
