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How to use Obsidian as CRM with Dataview and Metadata Menu!

Marco Serafini 14,302 lượt xem 1 year ago
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Hey everyone! In this video I will show you how you can use Obsidian as a Customer Relationship Management (CRM) with the help of two amazing community plugins: Dataview and Metadata Menu.
This combination allows you to unlock the full potential of data management inside your Obsidian Vault!

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-- RESOURCES --
🎥 Obsidian Dataview Video: https://youtu.be/i_q4cXhhaqg?si=E3fIHbwDANKmoFEI
🔗 Dataview Plugin GitHub Repository: https://github.com/blacksmithgu/obsidian-dataview
🔗 Metadata Menu Plugin GitHub Repository: https://github.com/mdelobelle/metadatamenu

-- CONTACTS --
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Website: https://mindstoneconsulting.net/
X: https://twitter.com/Marco_Mindstone
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Medium: https://medium.com/@Marco_Mindstone

-- TIMESTAMPS --
00:00 Introduction
00:46 Vault Introduction
01:11 Create a classic Dataview Table
02:20 Metadata Menu Plugin
03:00 Create and Use the File Class
09:09 Create the CRM Table
11:38 Last Thoughts and Outro

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