{% extends "base.html" %} {% import "macros.html" as m %} {# With companies in the folder, the sections come in layout.toml's order (help: adjust-layout); their names, in the default order: doing, to-file, owed, going. The empty-folder start and Getting started do not move. #} {% block title %}Hermit CRM{% endblock %} {% block content %}
Nothing in the folder yet. Start with one of these{% if intro %}, or read what each part does below{% endif %}.
| due | for | what | |
|---|---|---|---|
| {{ fmt_date(r.due) }} | {{ r.who }}{% if r.contact %} ({{ r.company_name }}){% endif %} | {{ r.text or '(no text)' }}{% if r.is_next %} next step{% endif %} | {{ m.todo_actions(r.company, r.todo) }} |
| Nothing due in the next seven days. | |||
All tasks, with filters · the calendar.
{% elif section == 'to-file' %} {% if items %}{% include "to_file.html" %}{% endif %} {% if routine_drafts %}{% include "routine_drafts.html" %}{% endif %} {% elif section == 'owed' %} {% if followups %}| company | who | waiting | last message |
|---|---|---|---|
| {{ f.company.name }} | {{ f.who }} | {{ f.days }}d | {{ preview(f.interaction.body) }} |
{{ steps_done }} of {{ steps_total }} done. Open the walkthrough — each step ticks itself when the thing it describes has happened.
{% if not samples %} {% endif %} {% endif %}Everything lives in plain files in your data folder, and every change is a git commit. Help explains each part in more detail.