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The Contact Relation M runs many different parts of different applications. This is an attempt to document those links, but in the end, there are so many links that some will be missed.
  • Donations
    • https://www.doglobalgood.org/donate/give
    • This page creates a contact and logs the money given. 
    • Can also access previously created contacts.
    • Adds a category code if donor area asks for it
    • Triggered Events
      • Add donor level category code
      • If Contact has M codes
        • Remove M codes
        • Add M1
      • If Contact doesn't have M, and meets threshold
        • Remove S codes
        • Remove D codes
        • Add S1 category code
      • If Contact doesn't have M, and doesn't meet threshold
        • Remove D0
        • Add D1
      • Add category code for donor year
        • This will automatically add the category code for the year if it doesn't exist.
      • If Contact gave in any prior year
        • Add Renew Supporter category
      • If Contact is first time giving
        • Add New Supporter category
      • Adds the the Pot Code for what type of donation it is.
        • Based on cost center. 
        • Cost Center to Pot Code handled in Cost Center Admin in Crm.
      • If Contact has given money in GWLN
        • If the total amount for the year meets threshold
          • Add GWLN Year donor category
        • If GWLN "level" is higher than last year
          • Remove Old category if they have one
          • Add New GWLN Level category
        • If GWLN "level" is lower
          • Remove Old category 
          • Add New GWLN Level category
          • Log in Change log that they were Downgraded
      • If Contact has given money to Disaster Cost Centers
        • If the total amount for the year meets threshold
          • Add Disaster Year donor category
        • If Disaster "level" is higher than last year
          • Remove Old category if they have one
          • Add New Disaster Level category
        • If Disaster "level" is lower
          • Remove Old category 
          • Add New Disaster Level category
          • Log in Change log that they were Downgraded
      • After all categories are updated it emails results
        • Category 1343 - Donations Trigger - Supporter Level
    • Donations are stored in "crm.donor"
      • Can be cc or check or wire
      • There is a difference between Given and Deposit Date that is important.
    • Monthly Donations start here.
      • Had a category code to denote them
  • Monthly Donations
    • https://www.doglobalgood.org/donate/monthly
    • Allows monthly givers to log in and change their monthly donation
    • Their primary data is in the CRM
    • Credit Cards are stored in Stripe
    • Donation Info is linked to CRM Record into a secondary table "crm.donor_subscriptions"
  • GWLN
    • https://cuwomen.org/
    • Member accounts link contacts with their addition gwln member info in "gwln.members"
    • Member user names are email address but are different than Crm's email fields. However, the system uses the Crm's email addresses for emails.
    • Members get a category code per year
    • Sister Societies have a link between members and an organization, that is different that other Parent - Child links in the Crm.
    • Sister Society Leaders and Members have category codes to define them.
    • Sister Society Organizations have extra information fields that need to be entered to work correctly in their system.
      • All sister societies names should start with "GWLN Sister Society - "
      • Additional Info
        • US/International
        • Map Pin Location
        • Established Date
      • Should have a linked "Leader" in the Sister Society Area
  • Events
    • Event URL's are dependent on the event.
    • Attendees copy Crm data into their fields but also link the Attendee to a Contact.
      • first_name => fname
      • last_name => lname
      • org_name/parent_name => oname
      • email1 => email
    • Events have a mass mail feature that can interrupt the Crm's Mass Mail.
    • Money paid for an event is stored either in Donations or Revenue tracking in the Crm as well as a table in Conferences.
    • An Event can add category codes to an attendee.
    • The button to "reset attendee to base" does not 
      • Refund money
      • Remove the category codes
      • Remove Donation/Revenue Records
    • Triggered Events
      • If Event has an email titled "Invitation" - that has been sent
      • If Event has the option "Auto Send Invitation After Primary" selected
      • When a New Contact is added to the Event, Send Invite to new Contact.
  • Members Admin
  •  Careers
  • Champions
  • Press Releases
    • Contacts and Organizations are pulled from category codes
  • MovesManagement
    • This is just a different view into the Crm
  • Pearls (Retired?)
    • Uses contacts for user accounts
  • Projects DB (Retired?)
    • Have Consultants as Crm Contacts
    • Donor Funder as Crm Contacts
    • Subcontract Workers as Crm Contacts
  • Stores (Retired?)
    • Busia Orphanage Items (retired) - Buyer as Crm Contact
    • Donation Gift Fulfillment (retired) - Donor As Crm Contact
  • Stats Report
    • Respondents as Crm Contacts
  •  Virtual Events
    • Survey info as Crm Contacts
Automated Tasks
  • Title Check
    • Runs: Every Other Day
    • Gets all Employees that are current from Timesheet
    • Ignore those who's user accounts are turned off in Central
    • Get LDAP title
    • Looks up Crm Contact based on username + '@woccu.org'
    • Checks that against LDAP
    • If not the same - Email 'helpdesk@woccu.org'
  • CVent Import
    • Runs: Thursdays 
    • This is a super complicated cron job
    • Gets the last 7 days of registrations from Cvent
    • Searches the Crm for the Contacts
      • If found, tag them
      • If found multiple
        • Put them in a que
      • If not, create them
    • Emails the weekly import summary to 1056 - CVent Import
  • Zoom Import
    • Runs: Daily at 11pm
    • Less complicated then CVent's import
    • Grabs All Meetings in the last 24 hours
    • Get Attendees that attended
    • Compares Email addresses to find matches
      • If found tag
      • if not, create new and tag
  • Category Conflicts
    • Runs: Monday-Friday at Midnight
    • Checks counts of overlapping category codes 
      • 'S/D/M Codes' => '328,329,334,336,973,792',
        'Free/Used' => '957, 958',
        'Champion Level Code' => '135, 134, 349, 300, 926, 139, 142, 299, 520, 145, 1502',
        'Ukraine Champion Level Code' => '1914,1915,1916,1917,1918,1919,1920',
        'Asset Size' => '1848,1849,1850,1851,1852,1853,1854',
        'Foundation Type' => '1860,1905,1861,1862'
    • Cant have multiples
    • Emails 866 - Category Code Conflicts
  • CRM Cleanup
    • Runs: Nightly at Midnight
    • Cleans up Data
      • Delete all lost Advanced Searches
      • Update All Category Code Contact Counts
      • Delete all empty Contact Extras
      • Delete all gwln images that are not used
      • Update Search Cache
      • Clean up names
      • Clean up parent loops
      • Clean Addresses
      • Clean up Asset Size Category Code
      • Clean Up Duplicate Categories
      • Add Multi Pot Category Code to those who need it
      • Clean up Donation Org Contact Type
  • Contact Subscriptions
    • Runs: Daily at 4pm
    • Emails users what contacts were updated
  • Duplicates
    • Runs Daily at 11pm
    • Pulls everyone who was updated today
    • Checks for duplicates
    • Emails whoever modified the contact.
  • Touchpoints
    • Runs: Every Hour
    • Emails out touchpoint info to everyone who asked for it
  • Deposit Dates
    • Runs: Daily at 8am
    • Gets all donations that are missing deposit dates
    • Emails 915 - Donations - Missing Deposit Date
    • If it's the 1st of the month
      • Gets all a larger list including missing cost centers
  • Monthly Donor
    • Runs: Daily at 7am
    • Gets all Monthly donors that run today
    • Charges their card
    • Inserts the donations
    • If expiring, emails Donor
  • End of Year Receipts
    • Runs Jan 4th
    • Emails all monthly donors a year end receipt of donations
  • EOD - CRM Donation Report
    • Runs: Daily at 4pm
    • Reports on donations that happened today
  • EOM - Crm Donation Report
    • Runs: 1st of the month at 8am
    • Reports on donations that happened in the past month.
  • Stripe - Daily
    • Runs nightly at 1am
    • Daily Stripe Digest for Accounting
    • Shows transactions
    • Checks for missing transactions
  • Stripe - Monthly
    • Runs on the 1st of the month at 1am
    • Monthly Stripe Digest for Accounting - For Meetings Only