There are some incredible minds here, which will surely be able to solve this challenge I’ve been battling with for quite some time now.
In a nutshell:
My CRM app has a list of clients (rows).
For each client there a “status” cell (you guessed it, it’s to know the current milestone the client’s project is at).
Now, here the problem: a fundamental mistake I did when I built the app is to think one dimensionally. This means, one client can only have one project at any given moment.
I need to add a multi-dimensional approach = multiple projects per client. Each project should be able to have:
- If not part of status - ongoing/ended/cancelled/etc.
On top of that, there’s an additional challenge:
each such project should have it’s own:
- “action log” - any actions our team makes in regards to this project. This log is currently single-dimensional, i.e. an action can only be on the client level.
- “event log” - any events which are related to a specific project. These are actual events, such as meetings, trips, etc. Again, currently logged on a single dimension.
The essence of this challenge is my desire to avoid a total overhaul for the app, i.e. building it again from scratch as multi-dimensional. Ideally, I’d like to change as little as possible so it won’t effect the ongoing scripts which run on time triggers, form submissions, etc. I assume I’ll need to build some kind of “helper sheet” in which we’ll store the multiple project names of each client. It’s also important to note that project names (and the project itself) is different from client to client.
In regards to all current data which is stored per client (single dimension): I think it’ll be close to impossible to revamp it as multi-dimensional so I am willing to keep it as is. Of course, any ideas on this front are also more than welcome.
In my eyes, it’s a rather impossible set of challenges. I would like to hope that in someone else’s eyes it’ll be a no-brainer and a simple solution.