The simplest way to organize information is on a spreadsheet. However, there is a limit to how much information can be presented in rows and columns.
That's where databases come in. A database consists of multiple spreadsheets, with the ability to relate data between them. Monday.com boards are spreadsheets, and we relate the information between them using columns that pull data from another board.
Specifically, instead of having to enter data about the companies and people we deal with on every new board, over and over, we have a board called "COMPANIES" and another called "CONTACTS".
With these in place, any Richter team member can use the information on those boards. When adding a new pulse on the Sales Progress Board, Video Progress Board, Accounts Receivable Board, etc. instead of doing data entry over and over, one simply searches for the contact within the "Contact" column.
In this way, everyone sees the same information about a given contact. It means every action taken to enrich the information about that contact improves our companies knowledge of them.
This also means that it is your responsibility to add information you have about a contact or company if it's not already in Monday.com. This simple mantra, "update it as I touch on it" will keep the information useful and rich for your future reference, and everyone else in the company.