I fix computers for a living and i'm always finding it difficult to keep track of information I pick up along the way.
I currently use ZohoCRM for my CRM, but it doesn't really have anything for knowledge management. I tried there wiki implentation but I dunno, It feels weird to tie that information into a closed platform.
I was wondering what people use to keep track of information. I am currently hosting a local MediaWiki Server to organize specific information for my business operations. I want to move away from a local server because I don't want to maintain a local server any more.
I was thinking about moving my MediaWiki to a VPS instance but I'm wondering of there is a better way to track my information. I want to find any easy way to store links to information from my web browser to a open platform of some kind that handles different media types. I would also like it to be cross-platform as I want to be able to access the information from my mobile devices.
My use case for easily accessibility:
- I need to document procedures to follow (If I forget something)
- I often run across interesting vendors/hardware that I can recommend to my customers that are not well known.
- I want to either link to or recreate a resource online that contains tips/tricks that I can use to resolve an issue.
I can do this all online by searching the net, but I often forget what search terms to use or even what I am looking for. Remembering things by keywords is great sometimes, until it's not. I also want to use some kind of hierarchical structure to find things.
I needs to be accessible and I need to be able to export data out of it using a standard file format like text files preferably.
What do you use?
And for managing generating more easily exportable formats for things that need stuff like CSV/Spreadsheets: https://github.com/blacksmithgu/obsidian-dataview
For structured entry of text ("forms") so that you can reliably track stuff using DataView, I recommend the Note From Templates plugin: https://github.com/mo-seph/obsidian-note-from-template
Simple, no servers, (unless you want sync, and you can use theirs or your own)