Audit First, Build Smart: Designing a Scalable Multi-Site CRM Architecture with Zero-Duplicate Logic
Project Overview The client required a structured, proof-backed implementation of a multi-site data architecture using Custom Objects and Associations. The system needed to demonstrate: Custom Objects: Properties/Sites and Site Contacts Associations: One Contact linked to multiple Properties Each Property linked to multiple Site Contacts Role types for Site Contacts (tenant, property manager, billing) Adding a […]
