Obsidian CRM Vault
€5+
€5+
https://schema.org/InStock
eur
Detailed documentation: Lean CRM Vault (sascha-kasper.com)
Version 02.00.20240325 - [*] indicates new/changed items
- Themes: Default, Minimal, ITS, AnupPuccin
- Folders
- 90 Organize
- Classes
- CRM
- Lookups
- CRM *
- Templates
- CRM *
- Classes
- CRM
- Accounts
- Contacts
- Interactions
- Opportunities
- Products
- 90 Organize
- File classes
- Account
- Contact
- Interaction
- Opportunity
- Product
- Lookups
- Account Sizes
- Account Types
- Countries
- Interaction Types
- Opp Phases
- Opp Probabilities
- Product Types
- Templates
- Template - Account
- Template - Contact
- Template - Interaction
- Template - Meeting
- Template - Opportunity
- Template - Product
- Community Plugins
- Buttons
- Dataview
- Editor Syntax Highlight (optional)
- Metadata Menu
- QuickAdd
- Style Settings
- Templater
- Update time on edit (optional)
- CSS snippets
- dashboard
- dashboard-ReadLineLength
- hide note properties
- MCL Multi Column
The vault also includes some example notes for each entity.
The CRM Dashboard
The CRM Structure
A zip file containing the folder structure, plugins, styles, and some demo content for an Obsidian vault
Version
02.00.20240325
Changes in this version
Modified structure to allow easy integration with other vaults provided by me.
Added "Quick Actions" to the home page.
Added better sample items for each entity.
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