Accounts

Overview

Accounts represent organizations or individuals you work with. They serve as the top-level entity that connects to contacts, deals, projects, and meetings.

Frontmatter Schema

---
uid: acme-corp
title: Acme Corporation        # Optional display name
type: client                   # lead | client
status: active                 # active | inactive | potential
contact: sarah-chen            # Primary contact slug
since: 2024-01-15
---

Field	Type	Required	Description
uid	string	Yes	Unique identifier (matches filename)
title	string	No	Display name (defaults to uid)
type	'lead' | 'client'	Yes	Account classification
status	'active' | 'inactive' | 'potential'	Yes	Current status
contact	string	No	Primary contact slug reference
since	date	No	Relationship start date

File Location

src/content/accounts/acme-corp.md

Slug format: kebab-case

Example Entry

---
uid: acme-corp
title: Acme Corporation
type: client
status: active
contact: sarah-chen
since: 2024-01-15
---

Enterprise client focused on CRM integration. Annual contract renewed in Q1.

Key priorities:
- [[acme-crm-integration]] — main project
- [[acme-api-migration]] — upcoming Q3

Related Collections

• Contacts — People at this account (contact.account references this slug)
• Deals — Sales pipeline entries (deal.account)
• Projects — Work being done for this account (project.account)
• Meetings — Meetings involving this account (meeting.account)

Commands

Command	Description
/mybuddy.account.create	Create a new account
/mybuddy.account.view [slug]	View account detail
/mybuddy.account.edit [slug]	Edit account fields
/mybuddy.account.list [filters]	List accounts (filter by type, status)
/mybuddy.account.delete [slug]	Delete with confirmation