CRM: Basic Approach

[geladariia]

Experience

CRM Basic.zip

Title

CRM: Basic Approach

Screenshots

Description

Simplified approach for those who need a personalised system with orders/projects and who work with not too much customer/client data.

Categories

Work, Project tracking, Hobbies

Language

en-US

Terms

• I agree that this Experience is licensed under the MIT License.
• I have intellectual property rights and/or permission to contribute the Experience and its content.
• I confirm that the Experience does not contain any harmful or malicious content.

[github-actions]

I've noticed a problem with your submission. Please fix it by editing your issue:

Expand to see validator output

spaceDashboardId = bafyreihoid5aiworfw6g4u2uhaffuj25fbd4qd7656tjaug4n2pivnmrv4 object 'bafyreifpnylk4lulf7iu2x6s5k44izgihfjj5ds7ysbzx6qofryzq5l3xy' is invalid: 5 errors occurred: * object 'bafyreifpnylk4lulf7iu2x6s5k44izgihfjj5ds7ysbzx6qofryzq5l3xy' contains link to unknown relation: 65f3357de9223cb58bd71126(Diana Solveig) * object 'bafyreifpnylk4lulf7iu2x6s5k44izgihfjj5ds7ysbzx6qofryzq5l3xy' contains link to unknown relation: 65f33cfce9223cb58bd7113d(Diana Solveig) * object 'bafyreifpnylk4lulf7iu2x6s5k44izgihfjj5ds7ysbzx6qofryzq5l3xy' has file detail '65f32dd4e9223c7f5ce3939f' has hash 'bafyreihlgz7uwm7rytaiqwkvyqifipoi2jm4hkxydari45walcrkgwtjvy' which keys are not in the snapshot * object 'bafyreifpnylk4lulf7iu2x6s5k44izgihfjj5ds7ysbzx6qofryzq5l3xy' has file detail '65f32dd4e9223c7f5ce3939f' has hash 'bafyreiaq2mzvpdavbr5wwnwjfrdhsxkf527koexzbtnqto5rm355gr4q64' which keys are not in the snapshot * object 'bafyreifpnylk4lulf7iu2x6s5k44izgihfjj5ds7ysbzx6qofryzq5l3xy' has file detail '65f32dd4e9223c7f5ce3939f' has hash 'bafyreiatpqmtsgqeprpiwhoqfxpj4yszgpuopax5yqfw4u7ifp5vhhtju4' which keys are not in the snapshot

bafyreifpnylk4lulf7iu2x6s5k44izgihfjj5ds7ysbzx6qofryzq5l3xy.pb.json
object 'bafyreiatpqmtsgqeprpiwhoqfxpj4yszgpuopax5yqfw4u7ifp5vhhtju4' is invalid: 1 error occurred:
* object 'bafyreiatpqmtsgqeprpiwhoqfxpj4yszgpuopax5yqfw4u7ifp5vhhtju4' has file detail 'iconImage' has hash 'bafyreiatpqmtsgqeprpiwhoqfxpj4yszgpuopax5yqfw4u7ifp5vhhtju4' which keys are not in the snapshot

bafyreiatpqmtsgqeprpiwhoqfxpj4yszgpuopax5yqfw4u7ifp5vhhtju4.pb.json
object 'bafyreielxl4hwcfslfekuyaiie3xsn4gkmm2dvo4jeu5hytgyc45lbynw4' is invalid: 1 error occurred:
* object 'bafyreielxl4hwcfslfekuyaiie3xsn4gkmm2dvo4jeu5hytgyc45lbynw4' has file detail 'iconImage' has hash 'bafyreielxl4hwcfslfekuyaiie3xsn4gkmm2dvo4jeu5hytgyc45lbynw4' which keys are not in the snapshot

bafyreielxl4hwcfslfekuyaiie3xsn4gkmm2dvo4jeu5hytgyc45lbynw4.pb.json
object 'bafyreihte7nc7wi7yanheu5hhqg2anv7tbiz4askqyofyhb2rxzka5aq5u' is invalid: 1 error occurred:
* object 'bafyreihte7nc7wi7yanheu5hhqg2anv7tbiz4askqyofyhb2rxzka5aq5u' has file detail 'iconImage' has hash 'bafyreihte7nc7wi7yanheu5hhqg2anv7tbiz4askqyofyhb2rxzka5aq5u' which keys are not in the snapshot

bafyreihte7nc7wi7yanheu5hhqg2anv7tbiz4askqyofyhb2rxzka5aq5u.pb.json
object 'bafyreibudxpwb3btvyitxyg57tk2736r7intxl74jtjbixj3tioduon25i' is invalid: 2 errors occurred:
* object 'bafyreibudxpwb3btvyitxyg57tk2736r7intxl74jtjbixj3tioduon25i' contains link to unknown relation: 65f3357de9223cb58bd71126(Client's Name)
* object 'bafyreibudxpwb3btvyitxyg57tk2736r7intxl74jtjbixj3tioduon25i' contains link to unknown relation: 65f33cfce9223cb58bd7113d(Client's Name)

bafyreibudxpwb3btvyitxyg57tk2736r7intxl74jtjbixj3tioduon25i.pb.json
object 'bafyreihoid5aiworfw6g4u2uhaffuj25fbd4qd7656tjaug4n2pivnmrv4' is invalid: 1 error occurred:
* object 'bafyreihoid5aiworfw6g4u2uhaffuj25fbd4qd7656tjaug4n2pivnmrv4' has file detail 'coverId' has hash 'bafyreibylnxj3xvnpwmz4r5zsqin6tl6b5uwhw7gqw4egb7hi5rtohe4li' which keys are not in the snapshot

bafyreihoid5aiworfw6g4u2uhaffuj25fbd4qd7656tjaug4n2pivnmrv4.pb.json
object 'bafyreigtohksguhsw72nfu77hpt5mtvwqo3pivtndfnli766triqkn4itm' is invalid: 1 error occurred:
* object 'bafyreigtohksguhsw72nfu77hpt5mtvwqo3pivtndfnli766triqkn4itm' has file detail 'iconImage' has hash 'bafyreigtohksguhsw72nfu77hpt5mtvwqo3pivtndfnli766triqkn4itm' which keys are not in the snapshot

bafyreigtohksguhsw72nfu77hpt5mtvwqo3pivtndfnli766triqkn4itm.pb.json
object 'bafyreib7pmjypvmuugqbpdzxe5duumbjdgh43k3t4vn5ejy2lqq5epj6sy' is invalid: 1 error occurred:
* object 'bafyreib7pmjypvmuugqbpdzxe5duumbjdgh43k3t4vn5ejy2lqq5epj6sy' has file detail 'iconImage' has hash 'bafyreib7pmjypvmuugqbpdzxe5duumbjdgh43k3t4vn5ejy2lqq5epj6sy' which keys are not in the snapshot

bafyreib7pmjypvmuugqbpdzxe5duumbjdgh43k3t4vn5ejy2lqq5epj6sy.pb.json
object 'bafyreibylnxj3xvnpwmz4r5zsqin6tl6b5uwhw7gqw4egb7hi5rtohe4li' is invalid: 1 error occurred:
* object 'bafyreibylnxj3xvnpwmz4r5zsqin6tl6b5uwhw7gqw4egb7hi5rtohe4li' has file detail 'iconImage' has hash 'bafyreibylnxj3xvnpwmz4r5zsqin6tl6b5uwhw7gqw4egb7hi5rtohe4li' which keys are not in the snapshot

bafyreibylnxj3xvnpwmz4r5zsqin6tl6b5uwhw7gqw4egb7hi5rtohe4li.pb.json

Usecase 'crm_basic_approach' content:

• General objects:
  Id: Smartblock Type - Type Key - Name
  etme: Page - page - Tips by Author
  swl4: Page - set - My Clients
  ynw4: FileObject - image - 3863cfc0c447038e53d2eb819db04b50f623ea83_2_32x32
  j6sy: FileObject - image - b0a9ab962da541350aea1da80e7aca4c71fea8f5
  tju4: FileObject - image - Invoice 14 March Solveig
  qwiu: Page - set - My Stock
  avbe: Page - page - Use Case Elements
  axfy: Page - 65f340d6e9223cb58bd71154 - Habit Tracker #6 Orange Feathers Headdress
  mrv4: Page - page - CRM
  aq5u: FileObject - image - 71ptqLei4kL.AC_SX679
  4itm: FileObject - image - grey screenshot hat with
  e4li: FileObject - image - water droplets on glass panel
  snlm: Widget - dashboard -
  gbfy: Workspace - space - CRM
  l3xy: Page - 65f32cf1e9223c7f5ce3939a - Diana Solveig
  twim: ProfilePage - profile - Dariia

• Types:
  Id: Key - Name
  pcpe: page - Page
  xz5u: profile - Human
  g6ci: video - Video
  d3wm: task - Task
  mbmu: date - Date
  c5my: bookmark - Bookmark
  uha4: objectType - Type
  yhyy: 65f32cf1e9223c7f5ce3939a - Client
  abx4: audio - Audio
  c6fq: image - Image
  o6cq: relation - Relation
  lvui: spaceView - Space
  wtfq: dashboard - Dashboard
  5ip4: 65f340d6e9223cb58bd71154 - Product
  p2vi: relationOption - Relation option
  hv3e: project - Project
  natu: space - Space
  o3se: note - Note
  khk4: template - Template
  hkjq: participant - Space member
  ttxm: set - Set
  t53a: file - File
  ocjm: collection - Collection

• Relations:
  Id: Key - Name
  lr7u: audioGenre - Genre
  645i: backlinks - Backlinks
  7yyq: fileSyncStatus - File sync status
  65ay: audioArtist - Recording Artist
  yexa: done - Done
  smlm: originalCreatedDate - Original creation date
  oxum: revision - Revision
  sscm: assignee - Assignee
  u6n4: priority - Priority
  6siy: job - Job
  2u6u: addedDate - Added date
  wyhy: restrictions - Object restrictions
  kvn4: targetObjectType - Template's Type
  qt2u: createdDate - Creation date
  5gte: 65f3337ce9223cb58bd71118 - Chat Source
  b6ii: coverType - Cover type
  3ocy: layoutAlign - Layout align
  vtim: fileId - Underlying file id
  ia7i: isDeleted - Is deleted
  wv6m: defaultTemplateId - Default Template ID
  ye5q: 65f330abe9223c7f5ce393a4 - Client Order Status
  ihjq: coverX - Cover x offset
  tuqm: budget - Budget
  y6yu: iconEmoji - Emoji
  ai4i: source - Source
  rdru: composer - Composer
  zb6a: description - Description
  kjve: telegram - Telegram
  to4e: relationReadonlyValue - Relation value is readonly
  hrq4: internalFlags - Internal flags
  rqxm: spaceAccessibility - Space accessibility
  fbry: relationDefaultValue - Default value
  vypm: email - Email
  gpty: sourceObject - Source object
  tjom: aperture - Camera aperture
  bf2a: cameraIso - ISO
  qnaa: id - Anytype ID
  gl4q: stakeholders - Stakeholders
  7lhi: spaceInviteFileKey - Encoded encryption key of invite file for current space
  saru: focalRatio - Focal ratio
  ds2m: audioAlbumTrackNumber - Track #
  7ok4: lastModifiedDate - Last modified date
  qfse: fileExt - File extension
  ptyu: recommendedRelations - Recommended relations
  2w4u: links - Links
  6lxy: audioAlbum - Album
  rblu: participantPermissions - Participant permissions
  yf7i: spaceAccessType - Space access type
  67ia: tasks - Tasks
  ah7i: relationFormat - Format
  6qmm: iconOption - Icon option
  7hhu: instagram - Instagram
  vuzu: setOf - Set of
  ok4u: lastChangeId - Last change ID of the object
  zibe: identity - Identity
  xipq: latestAclHeadId - Latest acl head id
  tu4q: featuredRelations - Featured Relations
  3vcy: thumbnailImage - Thumbnail image
  vdhi: sizeInBytes - Size
  6jei: imageKind - Image kind
  u7nu: templateIsBundled - Bundled Template
  7ihi: isFavorite - Favorited
  euia: uniqueKey - Unique object key
  ft6i: relationOptionColor - Relation option color
  rjee: status - Status
  t2qa: smartblockTypes - Smartblock types
  bbvm: recommendedLayout - Recommended layout
  dwju: tag - Tag
  w5zm: lastOpenedDate - Last opened date
  czam: spaceDashboardId - Space Dashboard ID
  mr3u: dueDate - Due date
  vbvq: isReadonly - Readonly
  umjm: 65f34357e9223cb58bd71174 - Price
  aevy: spaceId - Space ID
  giju: participantStatus - Participant status
  3owa: objectives - Objectives
  m2xa: camera - Camera
  qtsy: lastModifiedBy - Last modified by
  q3se: iconImage - Image
  56my: 65f32dd4e9223c7f5ce3939f - Invoices
  pn64: coverY - Cover y offset
  clxu: importType - Import Type
  qd24: linkedProjects - Linked Projects
  7k3a: timeframe - Timeframe
  rtym: phone - Phone
  rjna: relationMaxCount - Max values
  63iu: artist - Artist
  dtgu: releasedYear - Released year
  qnlm: spaceInviteFileCid - CID of invite file for current space
  rswq: layout - Layout
  njny: oldAnytypeID - Old Anytype ID
  u56i: origin - Origin
  x6fa: 65f34d2be9223cb58bd711bc - Product Status
  vz3q: sourceFilePath - Source file path
  n2zy: attachments - Attachments
  efny: name - Name
  6pym: snippet - Snippet
  rjoa: scope - Scope
  b7xe: isHidden - Hidden
  qdam: exposure - Camera exposure
  hjm4: picture - Picture
  aqaq: workspaceId - Space
  224q: widthInPixels - Width
  tjdi: relationKey - Relation key
  e7ju: isArchived - Archived
  jt3m: audioLyrics - Lyrics
  wtdq: profileOwnerIdentity - Anytype Identity
  hnhu: relationFormatObjectTypes - Relation's target object types
  e3oi: fileBackupStatus - File backup status
  tjpu: coverId - Cover image or color
  vft4: fileIndexingStatus - File indexing status
  4c6q: creator - Created by
  rtkq: heightInPixels - Height
  wxni: socialProfile - Profile in social media
  wcei: 65f32d54e9223c7f5ce3939e - Client Priority
  6coq: coverScale - Cover scale
  b7vu: url - URL
  shze: type - Object type
  i26a: fileMimeType - Mime type

• Templates:
  Id: Name - Target object type id
  a6r4: Task - bafyreif44vehqlxjo36yx7lcm7apqvdx75mqvnd7o32i2eny3qtouwd3wm
  hc44: Project - bafyreiewgdnrfjuu7weipcpsvzvh23ep3luexlbuintdm7rdxdpct2hv3e
  wqay: Product # - bafyreiezg2bbjwomvkmwawmd3r4tatlf4zadwu4xnkp2m6wpeskuf25ip4
  n25i: Client's Name - bafyreicoiyzkzhewqe2l7xy4laajnbmd2upolhudy5mgtgjlquf5dwyhyy

• Relation Options:
  Id: Name - Relation key
  yj5q: Urgent - 65f32d54e9223c7f5ce3939e
  sr6q: Available - 65f34d2be9223cb58bd711bc
  sgby: Phone - 65f3337ce9223cb58bd71118
  7fhq: Not Available - 65f34d2be9223cb58bd711bc
  roky: WhatsApp - 65f3337ce9223cb58bd71118
  pf4y: In Progress - status
  rniq: Confirmed - 65f330abe9223c7f5ce393a4
  y56a: Contacted - 65f330abe9223c7f5ce393a4
  j2b4: Facebook - 65f3337ce9223cb58bd71118
  u2oi: Completed - 65f330abe9223c7f5ce393a4
  3i7u: Done - status
  4xlu: Telegram - 65f3337ce9223cb58bd71118
  2chi: pre-installed - tag
  h6cu: Email - 65f3337ce9223cb58bd71118
  iiqy: To Do - status
  g6em: Instagram - 65f3337ce9223cb58bd71118
  xusi: To Contact - 65f330abe9223c7f5ce393a4
  epxe: Standart - 65f32d54e9223c7f5ce3939e
  provided zip contains some incorrect data. Please examine errors above. You can change object in editor or add some rules to rules.json

[github-actions]

Thanks for your contribution! 🎉
I have created a pull request #66 based on data you provided.
If everything worked correctly, you can test the Experience:
anytype://main/import/?type=experience&source=https%3A%2F%2Fgithub.com%2Fanyproto%2Fgallery%2Fraw%2Fcrm_basic_approach%2Fexperiences%2Fcrm_basic_approach%2Ftest-manifest.json
The Experience will be added to the Gallery after someone from the Any team reviews it.

[KirillSto]

/gallery approve

[github-actions]

@any contributor @geladariia gallery

[github-actions]

Approved! 🎉 Thank you for your contribution!