Update org CRM file templates

This commit is contained in:
Henrik Lissner 2015-11-17 02:20:52 -05:00
parent 820e7419ad
commit f02b0a0284
4 changed files with 37 additions and 37 deletions

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@ -1,14 +1,18 @@
#+TITLE:${1:Firstname Lastname} #+TITLE:${1:Contact Name}${2: 🏢}
Created `(format-time-string "<%Y-%m-%d>")` #+begin_src yaml
created: `(format-time-string "%Y-%m-%d")`
| Contact | ${2:Firstname Lastname} | email: ${3:email@address.com}
| Email | ${3:email@address.com} ([[mailto:$2][email]]) | address: $4
| Address | ${4:PO Box 5, 2920} | city: $5
| City | ${5:Charlottenlund} | country: $6
| Country | ${6:Denmark} | #+end_src
* Associates
+ Associate's name :: associates@email.com
* Projects [/] * Projects [/]
** $7 [/] ** ACTIVE ... [/]
* Invoices [/] * Invoices [/]
** TODO ${0:YYMM-0000 1,000 USD} ** PENDING YYMM-0000 *1,000 USD*
* Notes * Notes
* Correspondence

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@ -0,0 +1,18 @@
#+TITLE:${1:1234-5678}
#+begin_src yaml
created: `(format-time-string "%Y-%m-%d")`
issued: `(format-time-string "%Y-%m-%d")`
currency: ${2:CAD|USD|GBP|DKK}
contact: ${3:email address}
items:
- title: "$4"
body: "$5"
qty: ${6:1}
amount: ${7:1200.00}
comments: "$0"
#+end_src
* Notes
* Attachments [0/0]

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@ -1,23 +0,0 @@
---
id: ${1:1234-5678}
currency: ${2:CAD}
date:
created: `(format-time-string "%Y-%m-%d")`
sent: `(format-time-string "%Y-%m-%d")`
contact:
name: $3
email: $4
phone: $5
address: >-
$6
items:
- name: $0
rate: 10.00
qty: 1
description: >-
?
notes: >-
?

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@ -1,9 +1,10 @@
#+TITLE:${1:Project Name} #+TITLE:${1:Project Name}
Created `(format-time-string "<%Y-%m-%d>")` #+begin_src yaml
created: `(format-time-string "%Y-%m-%d")`
contact: ${2:Contact id}
#+end_src
| Contact | [[contact:$2][${2:Contact Name}]] | ${3:Summary of project.}
${3:...}
* Tasks [/] * Tasks [/]
* Timeframe * Timeframe