Creating Notes Table for CRM and Contacts
Hello, thanks in advance for the help. I am creating a project management app complete with CRM. I want to create a Notes table so a user can save notes on any particular object to track progress. I w...
Forum Discussion
Sure....
So currently it as attached. Keep in mind this app is in its infancy so much of it is not developed yet.
My thought and understanding is that the Notes table should stand alone and through the relationships it "inherently" has a relationship with companies, contacts, and projects because of the link to opportunities. So I can see the notes on any of those related tables. But my other concern is at some point that Notes table is going to get massive with tens of thousands of records.
I also thought I would relate contacts and companies and projects to notes. This way if I need a note related to a person but not a specific opportunity I am able to do that. So if the related opportunity field is blank, it would not pull that note for an opportunity.
I am just nervous as I continue to add more relationships to this note table (because I want to ultimately add a note on anything) all of these relationships are going to be very ineffective from a database speed side.
So currently it as attached. Keep in mind this app is in its infancy so much of it is not developed yet.
My thought and understanding is that the Notes table should stand alone and through the relationships it "inherently" has a relationship with companies, contacts, and projects because of the link to opportunities. So I can see the notes on any of those related tables. But my other concern is at some point that Notes table is going to get massive with tens of thousands of records.
I also thought I would relate contacts and companies and projects to notes. This way if I need a note related to a person but not a specific opportunity I am able to do that. So if the related opportunity field is blank, it would not pull that note for an opportunity.
I am just nervous as I continue to add more relationships to this note table (because I want to ultimately add a note on anything) all of these relationships are going to be very ineffective from a database speed side.