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Luke Kanies lak

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pdxmph / org-contacts-crm.org
Created April 18, 2023 22:28
Functions, helpers, and agenda views to make a plaintext CRM in org-mode with org-contacts.

Org Plaintext Crm

org-contacts CRM

A bunch of functions and views to allow org-contacts to serve as the basis for a lightweight, text-based CRM.

Basic workflow:

  1. Get your contacts into org-contacts format. Traditionally this is done with org-vcard, but that didn’t work for me so I made a script.[fn:1]
  2. Add a :CONTACTED: property to the cards. It takes a date (not an org-date, just an ISO-8601 YYYY-mm-dd date). The script adds one.
  3. Tag contacts. The custom views depend on the tags :close:, :fam:, and :network: