Heyho everbody,

I’m fairly new in Obsidian and use it mainly for pen and paper sessions and campaign management but I think I could maybe build something for my girlfriend which would help her work.

It should be used to kinda track customer relation data like, last time visited and general note taking. Here a broad overview how it should look like.

The data is the following: Customer [Name, Type, Location, Earnings (Yearly, Month), Category (Depends of the Earnings), Needed Visits (Depends of the Category), Last Time Visited, Newly added

The data comes from a CSV so an import is also needed which needs to have a persistent way of handling data, because the CSV will be imported on a monthly bases.

The following views are probably needed, but that is not completely finalized in my vision an I’m open for input.

Visitor Board An overview of all customers which still needs a visit distiniguished in Not visited, partly visited and visited. Maybe as a Kanban Board

Category Changed Board Overview of customers where the category recently changed (Up, Down)

A map integration to have a quick look over the customers with the notes on itself.

Preferebly, a formular to add notes to a customer. The workflow would be the following: I visited that customer and want to just click on that entry to enter some notes and a date as well as duration of that visit, which should be added to the main entry of it.

For the more experienced users here. Do you think this is possible and what ressources do I need to learn for this task?