0040 CASK Inventory Database – Getting started with the customer relations management (CRM) aspects

For distilleries that sell casks to private individuals it is important to match up individual contact details with individual casks and allow notes to be held against those casks. The CASK Inventory Database has tables that will allow you to store individuals details and organisation details and link these to casks in a many to many relationship. What this means is that you can store not just the primary individual linked to a cask but any number of other individuals. This allows cask owners to grant (with prior agreement from the distillery) some of the benefits of ownership to partners / relatives and friends as distilleries allow this assists the distillery in creating a family experience to the ownership of a cask while letting the distillery be aware of the important individuals related to a cask. Private ownership of casks requires these detailed notes as casks will typically be stored for many years and the circumstances of the original owner may change , even without circumstance change it is likely there will be months between contacts of individual owners getting in touch. Multiply this by hundreds of separate individuals and hundreds of casks and it is therefore very important to be able to trace individuals to casks based on a variety of identifiers. Name / email / home address are all useful in linking back should an individual get in touch – The CASK Inventory Database has been designed specifically to assist in this.

Navigating to persons organisations and notes

The principle behind this method of holding individual details is that the names and organisations are input first and then these are added to the cask. This is because this method references the index of the individual or person to the cask and not the text. This was designed this way as it has some the advantages that details can be cascaded to all casks when person or organisation details are updated or if an individual owns multiple casks.

The following shows the persons table shown (here for privacy I have put in my own details) normally there may be many hundreds or thousands of individuals in here.

For all individuals you wish to relate to casks enter details here. PLEASE note the Organisation field of the persons table references the organisation table and you will need to enter all required organisations before they can be selected and added to the individuals record.

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Categorised as 0040 the CRM