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Recommendations on the "new" generation of outliners?
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Posted by Tumbleweed
Dec 27, 2022 at 02:16 PM
Nooooo!! Just when I decided on Obsidian, you have reactivated my CRIMP which I thought I had been cured! Yes, Legend looks awesome. EPIM was a nearly perfect solution, and has all the latent linking, but alas was buggy with email issues. And no program can be trusted if you aren’t sure a mail has been sent.
Obsidian’s (and the rest) two-way linking doesn’t seem to be anything new, but the implementation as a markdown OS with community plugins seems really fantastic. I was investigating ConnectedText based on Dr. Andus’ recommendation back in the day, but the wiki style didn’t appeal to me as I liked strict hierarchies (with cloning, etc.). Now I realize I need to adapt somewhat to the more powerful tools and Zettenkasten benefits. I now regret not using ConnectedText which seems to still seems very feature rich despite development stopping.
Since Legend is Workflow based it seems really to be built for the todo/project management side. Seems to have email but incredibly no mention in their Help/Features page. Obsidian seems more geared toward notes with the other functionality bolted on via plugins; however, having most everything together is advantageous. Since Outlook/NeoPro are really required for stable email, I wonder if an Outlook + Obsidian + Tabbles is a good solution? I include Tabbles since it allows for organization of files/email and this is something that gets difficult in any program without robust native email handling. In this potential system, files/email would be generally just be organized for quick retrieval of important items related to a certain project, and in Obsidian any specific information/thoughts related to a given file/email could be linked. Also, trying to keep email actually organized is time consuming and distracts from core work, so letting NeoPro and Tabbles keep things handy and automatically organized by project would be ideal.
How do you all think such a system will work in practice?
Thanks!
Stephen Zeoli wrote:
I have looked at and tried most of the apps you suggest and a lot of
>other ones too (no surprise to anyone who has followed my CRIMP
>travails). An app not on your list that I suggest you take a look at is
>Legend. It is an outline, much like Workflowy or Dynalist, but with some
>powerful additional features, one of which is an integrated email
>manager.
Posted by Tumbleweed
Jul 7, 2023 at 12:28 PM
Hi again, so my CRIMP is getting serious!
My main issues are:
1) Build a knowledge base that includes not only personal information and research, but also information on companies, meetings, etc.
2) Somehow integrates with email history to become a CRM with the last contact of an individual being visible. By this I mean I want to easily see the last phone call, email or meeting for all contacts, but still have these meetings be tied into the knowledge base.
I’m quite sure 2) is borderline impossible. I’ve tried this with so many systems: UltraRecall (email sync will become slow), EPIM (should be ideal but incredibly buggy and unreliable), Outlook + CloseContact (works but siloed), DoogiePim (missing many features, need Exchange), InfoQube (email integration poor), Zoot (don’t get me started), Chaos Intellect (no external linking).
Is there any way to actually accomplish this? EPIM should have been the perfect solution but it crashes and stops working constantly. Or perhaps I should just give up trying to have all info for a company, say a lead for my business, in one place and have separate email and “all other” information stores?
If I go with a split solution, which is what I’ve been doing, the issue becomes not fully committing to it and then CRIMPING to other things. Here are the different software I think are very powerful and interesting as knowledge managers:
LogSeq
Capacities
Tana
Obsidian
Anytype
Any tips on this? I’ve had serious case of CRIMP since at least 2011!
Posted by satis
Jul 7, 2023 at 01:15 PM
CRMs are the best CRMs. I’d personally keep my personal data separate, which would also let me choose best of breed for the price for both tasks and my individual needs and personal writing preferences.
If you insist on using one app for everything, there are a lot of templates that turn Notion into a lightweight CRM, so I’d probably look into that.
Posted by Stephen Zeoli
Jul 7, 2023 at 03:07 PM
This is probably an overly simple “solution” for you, but just in case it sparks some ideas, this is how the developer of Reflect recommends using Reflect as a CRM:
Reflect is not super powerful yet, but it is easy to use and has a minimum amount of friction. And even if you don’t use Reflect, the system he recommends might be useful in other apps.
Steve
Tumbleweed wrote:
>Hi again, so my CRIMP is getting serious!
>
>My main issues are:
>1) Build a knowledge base that includes not only personal information
>and research, but also information on companies, meetings, etc.
>2) Somehow integrates with email history to become a CRM with the last
>contact of an individual being visible. By this I mean I want to easily
>see the last phone call, email or meeting for all contacts, but still
>have these meetings be tied into the knowledge base.
>
>I’m quite sure 2) is borderline impossible. I’ve tried this with so many
>systems: UltraRecall (email sync will become slow), EPIM (should be
>ideal but incredibly buggy and unreliable), Outlook + CloseContact
>(works but siloed), DoogiePim (missing many features, need Exchange),
>InfoQube (email integration poor), Zoot (don’t get me started), Chaos
>Intellect (no external linking).
>
>Is there any way to actually accomplish this? EPIM should have been the
>perfect solution but it crashes and stops working constantly. Or perhaps
>I should just give up trying to have all info for a company, say a lead
>for my business, in one place and have separate email and “all other”
>information stores?
>
>If I go with a split solution, which is what I’ve been doing, the issue
>becomes not fully committing to it and then CRIMPING to other things.
>Here are the different software I think are very powerful and
>interesting as knowledge managers:
>LogSeq
>Capacities
>Tana
>Obsidian
>Anytype
>
>Any tips on this? I’ve had serious case of CRIMP since at least 2011!
>
>
Posted by Pierre Paul Landry
Jul 7, 2023 at 03:24 PM
Tumbleweed wrote:
> InfoQube (email integration poor)
Hi,
Indeed, IQ doesn’t have a direct link to Outlook (unlike the Google Calendar which works perfectly), but, you have 2 other methods of getting content:
1- Set-up EmailToIQ (see online doc on how to) and simply forward the email to IQ. Simple, fast, indexes content and supports attachments
2- Hyperlink to the Outlook item. Either Copy-Paste or Drag-Drop items (emails, contacts, etc) from Outlook to IQ
HTH!
Pierre Paul Landry
IQ Designer