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
