Hey-oh!
Summary: I am basically turning LogSeq into my own personal CRM for details project tracking and referencing detailed notes of customer engagements. What would be extremely helpful is to have a way to track when I last interacted with a customer.
Currently, I have a list of all my active customers on a page called ‘myCustomers’ which has the following simple query.
{{query (and (page-property :tags "myCustomers"))}}
This currently shows me the associated properties of each page I have tagged as myCustomers
, however I’d like to be able to also show the last time a customer was “tagged” (using their page name or associated alias) from a Journal page AND it also includes at least one of the following tags: #email #call #Called #vmail #meeting.
Example:
page | alias | last-activity |
---|---|---|
Acme Corporation | Acme | [[2024-AUG-12]] |
Bloopers Inc. | Bloopers | [[2024-JUL-08]] |
Integrity Farms | IF | [[2024-AUG-26]] |
Star Fuel | Star | [[2024-AUG-23]] |
Example Journal page:
- ## Scratchpad
- #Called [[Bob Jones]] at [[ACME]], left vmail re: #FilesComCon
- Sent follow-up #email as well
- #Called [[Rich Holmes]] at [[Bloopers Inc.]] re [[Bloopers/Child Site]]
- no answer, left #vmail -> followed up with #email
- #Called [[Jamie Lynn]] at [[Star Fuel]]
- Introduced myself as their SA
- Redirected me to [[Jesse McBee]] as main point of contact
- #Called [[Jesse McBee]] at [[Star Fuel]]
- no answer, left #vmail -> followed up with #email
- Prep for [[IFG/Password Protected External Shared Folder]] w/ [[Mark P.]] on [[2024-08-27]]
- Slides ready for tomorrow
- ...
- [[Integrity Farms]] - New Customer Onboarding with [[Jim Marsh]] #meeting -> rescheduled for this Friday, [[2024-08-30]]
- Participants: Josh, Jim Marsh (Sponsor)
- Topics:
- Introductions / Agenda
- CS Overview
- Verily Overview
- Go Live
- Next Steps
- Blockers:
-
- Decisions:
-
- Action Items:
-
- Notes:
- Prep:
- Support Case: Password recovery emails not sent -> #triage/4855
- New Extraordinary user created
- #[[Custom Domain]] questions -> CAA in place...
- Are we gonna use Let's Encrypt or their preferred CA?
- Call rescheduled for this Friday -> [[2024-08-30]]
- Check-in with [[Elizabeth]]
-
All customer pages are just normal pages and use the following properties:
icon:: 🏢
tags:: Customers, myCustomers (i.e., just Customers or both)
alias:: xxx
All people pages have the following properties with the page name being their full name (i.e., Bob Jones
):
type:: [[People]]
color:: turquoise
icon:: 👤
tags:: People
position:: Senior Cloud Engineer
organization:: [[ACME]]
phone:: tel://+1-888-123-4545
email:: bobjones@acme.co
role:: Sponsor
alias:: Bob J.
Thank you in advance!