Universal Play Solutions GoHighLevel CRM Database Audit Report
Executive Summary: The audit of Universal Play Solutions' GoHighLevel CRM database revealed 44 critical findings across six major categories, conducted by Tony Dicks on June 30th. The most significant issues identified include widespread naming convention inconsistencies and incorrect field type configurations that impact data integrity and system functionality.
Distribution of Universal Play Solutions CRM Audit Findings by Category
Priority Classification
The audit findings have been classified into three priority levels based on their impact on system functionality and data integrity:
High Priority Issues (14 total)
12 Naming Convention Inconsistencies: Critical misalignment between field names and unique keys
2 Business Logic Conflicts: Duplicate functionality causing confusion
Medium Priority Issues (18 total)
Field Type Corrections: Text fields requiring conversion to appropriate data types (Number, Monetary, Phone, Date)
Low Priority Issues
Low Priority Issues (12 total)
4 Data Structure Consistency Questions: Address structure standardization
2 Integration Optimization Questions: Calendar and AI employee implementation
Additional Low Priority Issues
6 Field Configuration Clarifications: Minor configuration adjustments needed
Detailed Findings by Category
1. Naming Convention Issues
Impact: These inconsistencies create confusion for users and may cause integration issues with automated workflows and API connections.
Field Type Corrections Required
Summary of Required Changes:
10
Number Type
Fields requiring conversion to Number type
4
Monetary Type
Fields requiring conversion to Monetary type
Additional Field Type Corrections
2
Phone Type
Fields require conversion to Phone type
1
Date Picker
Field requires conversion to Date Picker type
3. Business Logic Conflicts
Resolution Required: Consolidate duplicate business type fields to prevent data inconsistency and user confusion.
4. Additional Configuration Issues
1
Data Structure Consistency (4 issues)
Fields G63, G23, G145, G128: Need to implement Textbox_list format for consistency with Owner address structure
2
Integration Questions (2 issues)
Field E53: Evaluate whether to migrate from Calendly to native GHL calendar
Field D27: Consider implementing AI employee feature for improved user experience
Field Configuration Questions
Field Configuration Questions (6 issues)
Field G134: Requires clarification on international merchant requirements
Field E124: Needs time unit specification
Field G99: Should be changed to "Options" category
Fields G86, G56: Require number field conversion confirmation
Field E64: Clarification needed on distinction from Website field
Recommendations
Immediate Actions (High Priority)
Standardize naming conventions across all 12 identified fields to ensure consistency between field names and unique keys
Resolve business logic conflicts by consolidating duplicate business type fields
Implement data governance policies
Implement data governance policies to prevent future naming inconsistencies
Short-term Actions
Execute Field Type Conversions
Execute field type conversions for all 18 identified fields according to the specified recommendations
Validate Data Integrity
Validate data integrity after field type changes
Update Related Workflows
Update related workflows and automations that depend on these fields
Long-term Actions and Conclusion
Long-term Actions (Low Priority)
Review data structure consistency across all address-related fields
Evaluate integration optimizations for calendar and AI employee features
Establish regular audit procedures to maintain database quality
Conclusion
This comprehensive audit has identified significant opportunities to improve the Universal Play Solutions GoHighLevel CRM database structure. Addressing the 14 high-priority issues should be the immediate focus, particularly the naming convention inconsistencies that affect system reliability. The 18 field type corrections will enhance data accuracy and reporting capabilities, while the remaining 12 low-priority items can be addressed during subsequent optimization phases.