CRM
CRM

CRM

Created
Nov 29, 2019 9:31 AM
Tags

Personal Relationship Management

πŸ€” What this is

click the black triangles to see more detail

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Like a CRM but for personal relationships, to help you stay closer to friends and contacts
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The People template (database) below is where you add contacts and their information
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Click on "All - Simple (Table)" to see People in different ways (and make your own view)
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All of these views are based on the same database of information
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The second database for Events is a list of trips and activities, and is linked to the People database

* If you change the Goal field, you can adjust the formula in the Deadline field so that it works with your new option. Open a record in the database and update the current formula:

if(prop("🎯 Goal") == "Weekly", 7, if(prop("🎯 Goal") == "Monthly", 28, if(prop("🎯 Goal") == "Quarterly", 90, if(prop("🎯 Goal") == "Half-Year", 180, if(prop("🎯 Goal") == "Annually", 365, 999999)))))

For example, if you want to add a "Bi-monthly" you would replicate the logic used with the other options:

if(prop("🎯 Goal") == "Weekly", 7, if(prop("🎯 Goal") == "Bi-monthly", 60, if(prop("🎯 Goal") == "Monthly", 28, if(prop("🎯 Goal") == "Quarterly", 90, if(prop("🎯 Goal") == "Half-Year", 180, if(prop("🎯 Goal") == "Annually", 365, 999999))))))

πŸ–οΈ How to get it

πŸ’­ Why I did it

Remembering to get in touch is different to responding to a text or post on social

(and maybe a doc is as good as an app)

Click "All - Simple (Table)" πŸ‘‡ to see the contacts list in different formats and with filters ⬆️

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Template (1): People

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All - Simple (Table)

8 views

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All - Simple (Table)

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All - Detailed (Table)

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Get Info (Table)

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Get In Touch (Board)

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Birthdays (Calendar)

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Actions (Gallery)

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Poker Players (List)

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Interview Candidates (Kanban)

Name
🎯 Goal
🚩 Overdue
<-- Last
Next -->
πŸ”¨ Action
Shared Event
Weekly
January 21, 2019
January 29, 2019

Return his camera next time!

Weekly
January 21, 2019
February 5, 2020

Monthly
February 2, 2019

Quarterly
November 5, 2018

Quarterly
December 19, 2018

Arrange dinner @April 10, 2019 8:00 AM (GMT+1)

Half-Year
January 28, 2019
February 8, 2019

Annually
December 4, 2018
June 27, 2019

Share case study

Open "Trip to S. Africa" πŸ‘‡ to see how you can keep notes and files inside the table ⬆️

✈️🍷 Template (2): Events

All (Table)

3 views

All (Table)

Future (List)

Actions (Gallery)