Is it possible to have a “master note” that updates itself when a note is added to a folder?

[mobiliste]

Hello,

Is it possible to have a “master note” that updates itself when a note is added to a folder?

I would like to create a light crm in obsidian, having a template that I fill as a new contact is added, and be able to list each of these contacts in a single master note.

Of course, ideally, I would like to be able to organize the contacts in the master note according to certain information: contact to recontact, contact to recontact on such subject, budget of the contact, mood (emoji) of the contact…

Thanks

[miscellane]

The Zootelkeeper plugin can do that. You’ll be able to display contact and budget info etc. with Dataview queries.

[smile4yourself]

you can do this with the Dataview plugin. In your “Master” Note, you’d add a querry looking for notes that are Contacts. e.g.

TABLE Contacts, Priority, Initial_call, Follow_up
SORT Priority desc

In your contact notes, you’d need some Meta data…
this might go in one contact note

Contact:: Mr. D. Jones
Priority:: 1
Initial_call:: 2022/10/2
followup_call:: 2022/11/3

[mobiliste]

Thanks to you, this is a good opportunity to learn dataview
I’m going to dive into it.

[CawlinTeffid]

Waypoint plugin is another option.

[mobiliste]

As I don’t have a very high number of customers or prospects, it can be the simplest and lightest solution,
But as I have other files to sort, I think that using dataview to sort some information of my vault would be more relevant,
It’s the dilemma of keeping things simple or use a sledgehammer to crack a nut