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Speed for tracking sales activities - what is best?  calc fields slow?

Question asked by slayden@msn.com on May 7, 2014
Latest reply on May 7, 2014 by Stephen Huston

We have a database with about $40,000 contacts in it.

 

Salespeople make calls, to go meetings, send one off and mass email all day.

 

We need to track this activity, wiith items like

  1. last call/email/meeting/referral/sale (all individual)
  2. # of call/email/meeting/referral/sale (all individual)

 

I have a table structure of

Contacts >contact/actionJoin>action

I COULD count, summaries, pull most recent using the join table, but, want to make sure that this won't slow down bunch.

 

What's the fastest way to do these things so I can report on this like I need?

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