Living Document Notice
Staged 2026-09-28. Living revisions and interconnected notes live in the Bosun PKM Garden.

Personal CRM Networks and Contact Dossier Management

Maintaining personal and professional networks, professional affiliations, and contact dossiers requires structured Markdown records and relationship mapping. Yeoman structures personal CRM entries around clean YAML frontmatter and biographical dossiers.

CRM Invariants

  1. Dossier Serialization Standards: Individual contacts record structured metadata (affiliations, communication handles, historical notes) in permanent markdown files.
  2. Network Interconnection Mapping: Relationships cross-reference explicitly using bidirectional wikilinks to map professional and personal associations.
  3. Privacy and Local Storage Boundaries: Contact records isolate entirely within encrypted local vaults to guarantee personal data sovereignty.

Structured contact dossier management preserves valuable professional networks without relying on proprietary cloud platforms.


  • Directus Target: yeoman-blog
  • Garden Source Reference: MOC - Yeoman Personal CRM, MOC - Dispatch Correspondence Engine, DSP-1002 - Email Archival Standards