![]() Global graph to check if clusters are more or less the same size (same attention) or proportional to the income / spend. Local graph enabled with 2 levels deep to find some near interaction or mention in another note. I wouldn't use Dataview to be able to compare clusters and results of interactions.Įach note would have a tag (#customer/x, #vendor/y, #relative/z) and an associated color to it. The embedding part can be done automatically with QuickAdd or with the core note refactor plugin. ![]() ![]() I'd also add a link to create a new note at the top (or a button instead of a link) and use templates for these new notes (with QuickAdd and Templater community plugins to help). I would do it as you described it: one note per client embedding the contents or relevant summary from each call to that customer (which belongs to an individual note), sorted by reverse date (new on top). I'm wondering if obisidian has the ability to do something like this? I just don't know the app enough to understand if it fits my use case or there is another one that would do it a lot better. As I'm relatively new to each of these, I haven't been able to determine which, if any, would best suit my needs. So far, I've dabbled with Anytype, Logseq, Obsidian, and Joplin. It's been a challenge to find an app where the date isn't just an afterthought. I need each note to prominently feature its date as I plan to sort and refer to them by date. The crucial part is the contents of each note should be immediately visible on the client's page, so I don't have to click into each note to read it.ĭate tracking is vital for me. I'd love for each entry to be titled with the nature of the interaction (like "Second Call") and to have the date of the call displayed right at the top. ![]() ![]() On each client's page, there would be multiple entries. Here's what I'm looking for: The app would have several "pages," each representing a different client. Essentially, I'm looking for a glorified CRM-style note-taking app. I need something that functions like a pseudo-CRM because the standard CRM options out there are overly complicated for what I need. I'm on the hunt for a note-taking app with a twist. ![]()
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