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Hello. If you were to manage your contacts (info, ...
# questions
k
Hello. If you were to manage your contacts (info, relashionship, etc.) in Dendron, how would you do it ?
f
Hi! Dendron has a built-in idea of users, which works similarly to tags. By default, it can create a hierarchy that starts with
user
. You can add people under that, for instance
user.odo
or
user.kira-nerys
. Then you can use the
@
as a shorthand in notes. With these examples you could write
@odo
or
@kira-nerys
to reference that same note. You can also make further hierarchies, like
@fictional.kira-nerys
and
@historical.jemison-mae
. You can read more here: https://wiki.dendron.so/notes/ESqOqSOEo54lqvGLlQXM6/ Is this the sort of thing you had in mind?
s
An example template for a user: https://github.com/dendronhq/templates/blob/main/templates/templates.people.md Template contents:
Copy code
yaml
---
id: r9RV8pXvtAcoYjyn
title: People
desc: ''
updated: 1635429290959
created: 1628084685978
social:
  linkedin:
  twitter:
  facebook:
  discord: 
  github:
  hn:
  website:
contact:
  number:
  email: 
state:
location:
---
Copy code
md
## Summary

## First Encounter

## Work

### Current
- position:
- place:
- start:
- end:
- location:

### Past
As said above, you could use a template similar to this for a rolodex kind of setup that is integrated with your user tags (example:
@kira-nerys
/
user.kira-nerys
) I use an extended version of the frontmatter for my own management of people 🙂
k
Ah sounds like the thing I am looking for: a kind of a rolodex. Curious to see this in action. The idea being I want to track my exchanges/call phones/etc
@ScriptAutomate may I ask if you use the user. hierarchy or people.* ? Is this the same ? Can I configure it so that I can choose my naming convention ?
I just tested and it only works for user.. I can't for example put it under personne. or contact.* or people.*
I will stick with that. Maybe this could become an option like for the dailies.
k
with the caveat that this is very much a work in process, i've been working on an example vault to showcase different workflows here: https://github.com/dendronhq/arboretum to add this to your dendron workspace, use the command prompt, type
> Dendron: Vault Add
, select
remote
, and paste in https://github.com/dendronhq/arboretum.git this will open up the example vault. you can look at [workflow.managing-contacts](https://github.com/dendronhq/arboretum/blob/main/notes/workflow.managing-contacts.md) to see an example for the CRM workflow
k
AWESOME ! You know what ? I compare Dendron as important for VSC* as org-mode is for GNU Emacs: a game changer ! Thanx for that
this is exactly the kind of WF I had in mind. Dendron is a masterpiece !
s
@kevins8 This is awesome, definitely starring that repo
k
Just for me, what is a User Trait exactly ? Not sure I understand
s
In the example workflow, the
msg
noteTrait is a way of creating a special note type with special frontmatter, and potentially other magic powers. To learn more - Custom note traits: https://wiki.dendron.so/notes/bdZhT3nF8Yz3WDzKp7hqh/ -
msg
, in the example, is referencing
noteTraits/msg.js
custom javascript and the
template.msg
template - This custom note trait was used in the example as a way of automatically extending the hierarchy with a new note that adds the current date - Example
msg
is being made under
@user.john.msg.2022.08.02
(todays date), so the custom trait means you can made notes in a standardized layout of the hierarchy (
@user.john.<year>.<mo>.<day>
) just like when using things like Daily Journal, or Meeting Notes This is a demo showing the extensible power if you wanted notes that were even further customized. It's a cool example of how you could log interactions with specific people, etc. under the hierarchy of a person
If that is what you meant in your question?
k
Yeah, just reading. The more I use/discover Dendron, the more I feel its power at hand. Brillant. I do not regret my switch over it (plus the community is extra :))
s
😎
It's a great community, and Dendron has so much great stuff going on 🙂
k
I just removed both obsidian and GNU emacs from my computers 🤓
s
Welcome to the Dendron party, fellow gardener 🌱
k
@kevins8 I have tried to follow the Arboretum demo and applied it to my Vault. I successfully added users right under user.* but when I try to Create Note with a Custom Trait, it keeps saying my-hierarchy.2022.08.03 does not exist. What's wrong ? The js file looks good to me
k
are you creating it while the user note is open?
k
absolutely
In the template.msg.md, what is it supposed to do exactly ? ({{! - medium: - desc: where was this message sent? - values: text|email|social-media }})
k
nothing, that's a comment
k
I will try to restart vscodium
ah 😅
k
it looks like you are using the
journal-with-title
trait
you should use the
msg
trait
k
weird, I did not have the mentioned trait. Maybe I mixed things up with the multiple vaults setup (I am not used to have several vaults inside my WS).
is this expected content in the frontmatter ?
id: b5fe2tkfz761jq996rhqz59 title: '03' desc: '' updated: 1659494652716 created: 1659494627137 traitIds: - msg
k
yep
k
ok
k
the title will be the last part of the msg note. you can add a human readable suffix (eg.
intro
) at the end of the note
(eg.
user.jonny-seed.msg.2022.08.02.catchup
)
k
oh that's perfect. I was just asking myself how to have multiple contact interactions for the same day
ok. Got it right now. Next part: have a dashboard/dataview for my contacts. 👍
(when you think that all this is done with simple text files...)
k
if you want to go down a rabbit hole, you can sync your notes with airtable and create a dataview with linked records of people + contacts > https://wiki.dendron.so/notes/jClXr7kEH96nMiANga12W
the current process still has some edges but I use it for mot of my interactions 😅
s
This reminds me, I forgot I have an old draft of a tutorial of that: https://github.com/ScriptAutomate/dendron-blog/commit/94a7e47780224d61b09ceba9686bff80d6930a66 I should revisit, clean it up, and submit as a blog post
k
i remember this 🙂
k
Thank you but it seems utterly complicated and I was thinking something inside Dendron (I do not want to expose personal data/interactions with the whole world :))