Database Redesign

Topic Labels: Base design
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5 - Automation Enthusiast
5 - Automation Enthusiast

Hello, were looking for someone that can look over our database and see if there is a better way to link tables, lookup information, and get the most use out if. We feel like we have inconsistent linking and double entries on several things. It’s a CRM for a small business offering two different types of services, which are all conducted by appointment. We attached the setup as it is now, - disregard the 1-1. 1-m, lines etc. they are inaccurate, but the Tables are how they are currently setup.
Screenshot 2021-12-19 214356
Thanks in advance!

1 Reply 1

Hi there!

while it’s difficult to give in depth feedback without knowing the business, here are two overall ideas/tipps:

  1. Always make sure to lookup / rollup values when that data already exists in a linked table instead of creating the same values again (you can even display this already in the flow chart).
  2. In order to facilitate point 1, I like to structure flow charts with “core data” and “working data” and display these as such. Core data would be on the left (here tables like employees, clients, vendors, services [all things that don’t change often and get referenced by a lot of working data]) and working data on the right (appointments, invoices, notarial records, …).

Hope that helps!