https://www.cassidyai.com/

Build AI Automations & Assistants Trained on Your Business.

Despite the affordances of recording, searching, tagging made by computerized note taking systems, the problem still remains what to search for or collect and how to relate the smaller parts to the whole.

customer relationship management vs. personal knowledge management (or perhaps more important knowledge relationship management, the relationship between individual facts to the overall whole) suggested by autocomplete on "knowl..."

Peter Hagen, 2022-08-24 https://twitter.com/peterhagen_/status/1562535573134254080

One can dramatically increase their potential combinatorial creativity not only by having their own ideas run into each other, for example in a commonplace book or card index/zettelkasten, but by putting them out into the world and allowing them to very actively interact with other people and their ideas.

Reach, engagement and other factors may also help in the acceleration, but keep in mind that you also need to have the time and bandwidth to listen and often build context with those replies to be able to extract the ultimate real value out of those interactions.

reply to IvanFerrero at https://forum.zettelkasten.de/discussion/1740/anybody-using-this-approach-to-manage-contacts-how#latest

Many of the digital note taking tools that run off of text allow you to add metadata to your basic text files (as YAML headers, inline with a key:: value pair, or via #tags). Many of them have search functionality or use other programmatic means like query blocks, DataView, DataViewJS, etc. for doing queries on your files to get back lists, tables, charts, etc. of the data you're looking for.

The DataView repository has some good examples of how this works with something like Obsidian. Fortunately if you're using simple text files you can usually put them into one or more platforms to get the data and affordances you want out of them individually.

As an example, I have a script block in my daily note in Obsidian for birthdays in my notes that fall on today's date:

```dataview LIST birthday FROM "Lists/People" WHERE birthday.day = date(2023-01-18).day ```

If I put the text birthday:: 1927-12-08 into a note about Niklas Luhmann, his name and birthday would appear in my daily note on his birthday. One can use similar functionality to create tables of books they read with titles, authors, ratings, dates read, etc. or a variety of other data input which parses through your plaintext files. Services like Obsidian, Logseq, et al. are getting better about allowing these types of programmatic searches for users without backgrounds in programming and various communities usually provide help for pre-made little snippets like the one above that one can cut and paste into their notes to get the outputs that they need. Another Obsidian based example that uses text files for tracking academic journal articles can be found at https://nataliekraneiss.com/your-academic-reading-list-in-obsidian/; I'm sure there are similar versions for other text-based platforms.

In pre-digital times, for a manual version of a rolodex like this in paper, one could use different color cards as pseudo-tags (doctors are on yellow cards, family members on blue cards, friends on green cards, etc.) or adding edge notches or even tabs to represent different types of metadata. See for example the edge colored cards in Hawkexpress' Pile of Index Cards: https://www.flickr.com/photos/hawkexpress/albums/72157594200490122

https://www.wsj.com/articles/david-rockefellers-famous-rolodex-is-astonishing-heres-a-first-peek-1512494592

https://clay.earth/

reply to u/sscheper<br /> https://www.reddit.com/r/antinet/comments/yka3ro/vintage_yawman_and_erbe_card_index_filing_systems/

These were commonly used for what we now call CRM as well as for accounting, general filing, and all sorts of business and back office use cases in the early 20th century which are now handled by computers. A dozen or so companies made large wooden and metal index card filing cabinets and sold them by the truckload to businesses of every sort.

A lot of the digiterati are just repeating and attempting to reinvent these sorts of ideas using Obsidian, Notion, etc.

Hm? Aren’t they likely to encounter Content Management Systems, Enterprise Resource Planning, Customer Relationship Management, Intranets, etc.? Granted, these aren’t precisely the same think as LMS. But there’s quite a bit of continuity between Drupal, Oracle, Moodle, Sharepoint, and Salesforce.

Have yet to notice much discussion of the relationships between SIS (Student Information Systems), CRM (Customer Relationship Management), ERP (Enterprise Resource Planning), and LMS (Learning Management Systems).