Update org CRM file templates
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820e7419ad
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4 changed files with 37 additions and 37 deletions
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@ -1,14 +1,18 @@
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#+TITLE:${1:Firstname Lastname}
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#+TITLE:${1:Contact Name}${2: 🏢}
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Created `(format-time-string "<%Y-%m-%d>")`
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#+begin_src yaml
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created: `(format-time-string "%Y-%m-%d")`
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| Contact | ${2:Firstname Lastname} |
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email: ${3:email@address.com}
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| Email | ${3:email@address.com} ([[mailto:$2][email]]) |
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address: $4
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| Address | ${4:PO Box 5, 2920} |
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city: $5
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| City | ${5:Charlottenlund} |
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country: $6
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| Country | ${6:Denmark} |
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#+end_src
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* Associates
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+ Associate's name :: associates@email.com
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* Projects [/]
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* Projects [/]
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** $7 [/]
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** ACTIVE ... [/]
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* Invoices [/]
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* Invoices [/]
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** TODO ${0:YYMM-0000 1,000 USD}
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** PENDING YYMM-0000 *1,000 USD*
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* Notes
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* Notes
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* Correspondence
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18
private/templates/org-mode/__invoice.org
Normal file
18
private/templates/org-mode/__invoice.org
Normal file
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#+TITLE:${1:1234-5678}
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#+begin_src yaml
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created: `(format-time-string "%Y-%m-%d")`
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issued: `(format-time-string "%Y-%m-%d")`
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currency: ${2:CAD|USD|GBP|DKK}
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contact: ${3:email address}
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items:
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- title: "$4"
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body: "$5"
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qty: ${6:1}
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amount: ${7:1200.00}
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comments: "$0"
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#+end_src
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* Notes
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* Attachments [0/0]
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---
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id: ${1:1234-5678}
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currency: ${2:CAD}
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date:
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created: `(format-time-string "%Y-%m-%d")`
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sent: `(format-time-string "%Y-%m-%d")`
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contact:
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name: $3
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email: $4
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phone: $5
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address: >-
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$6
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items:
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- name: $0
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rate: 10.00
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qty: 1
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description: >-
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?
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notes: >-
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?
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@ -1,9 +1,10 @@
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#+TITLE:${1:Project Name}
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#+TITLE:${1:Project Name}
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Created `(format-time-string "<%Y-%m-%d>")`
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#+begin_src yaml
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created: `(format-time-string "%Y-%m-%d")`
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contact: ${2:Contact id}
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#+end_src
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| Contact | [[contact:$2][${2:Contact Name}]] |
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${3:Summary of project.}
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${3:...}
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* Tasks [/]
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* Tasks [/]
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* Timeframe
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* Timeframe
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