Subject: Implementing a Contact Maintenance System for Top 90 Contacts
Hi everyone,
I’m looking to implement a system that helps me stay in touch with my closest 90 contacts. I want to create a visual reminder that shows me who I haven’t reached out to in a while, without setting hard deadlines. Here’s a simple way I thought we could achieve this:
Contact Maintenance System
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Contact List: Create a list of my top 90 contacts, including a column for the days since the last interaction.
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Counter: Add a “Days Since Last Contact” column that automatically counts up for each contact. This will serve as a visual reminder of who I need to reach out to.
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Threshold: Set a threshold (e.g., 30, 60, or 90 days) after which the counter turns a different color (e.g., yellow or red) to highlight that it’s time to get in touch.
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Reset: After a successful interaction, manually reset the counter for that contact back to 0.
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Sorting/Filtering: Make the list sortable or filterable based on the counter, so I can easily see who I need to prioritize.
Here’s a simple example of how the list might look:
| Contact Name | Days Since Last Contact |
|---|---|
| John Doe | 12 |
| Jane Smith | 45 |
| Jim Brown | 78 |
Has anyone implemented a similar system, or do you have any recommendations on how to make this work effectively? I’d appreciate any input or suggestions!
I’m open to suggestions on how this could be implemented in Frappe / Frappe CRM
Thanks,