Technical Documentation

System Architecture Overview

The HS CRM application system is built on the LAMP (Linux-Apache-MySQL-PHP) platform. It is designed to operate with two main user interfaces: (1) a company staff-facing backend user interface, and (2) integration with a front-end company website, preferably built in Wordpress and running on the same web server as the backend system.

Main Components

Assuming the web server domain directory is in a /public_html (or /www) directory,

• The HS core software, located on the web server in the /public_html/houghton directory;
• Customized versions of the core software code files, located in the /public_html/houghton_local directory;
• A single MySQL database;
• A front-end website, usually built on the Wordpress platform.

Client Custom Fields

The Optimist Daily

Table	Custom Field	Meaning	Value List
contacts	custom1	Delivery Frequency	Best of the Week, Week Day, M-W-F
products	custom1	Switch to Product ID	toggle to this product when switching from Monthly to Annual, and vice-versa, on website checkout page

The Divine Mother Center

Table	Custom Field	Meaning	Value List
contact_activity	custom1	Requested by contact_id	contact_id of who made this request
contact_activity	custom2	order_line_id	order_line_id from which the request was made
contacts	custom1	Birthdate	yyyy-mm-dd
contacts	custom2	Teachable.com user_id	number
contacts	custom3	Mother's Name	text
contacts	custom4	Father's Name	text
payments	custom5	Quickbooks Item	text (temporary field for data initialization)
products	custom1	Teachable.com course_id	number
products	custom2	Blessing Request included	Y/N (default 'Y')
products	custom3	Course author/coach	text
products	custom5	Quickbooks Mapping	text (temporary field for data initialization)
sources	custom1	Teachable.com school_id	547579=Virtual Ashram, 31644=Divine Mother School

Special Auto-Responder Code Files

HS has logic to automatically send email auto-responders using the following code files:

mail_career_thank_you.php mail_cc_declined.php mail_cc_declined.php.2 mail_cc_declined.php.3 mail_cc_expiring.php mail_event_guest_link.php mail_event_registration_instructions.php mail_event_table_host_instructions.php mail_event_table_host_not_found.php mail_event_table_host_notification.php mail_event_thanks.php mail_event_ticket.php mail_fundraiser_payment_notification.php mail_fundraiser_welcome.php mail_gifter_notification.php mail_gift_recipient_notification.php mail_job_filled.php mail_passwd_reset.php mail_payment_update_confirmed.php mail_renew_recurring.php mail_subscription_cancel.php mail_subscription_start.php mail_volunteer.php mail_welcome.php