WORK IN PROGRESS

Misc notes

Civicrm on dev.kabissa.org seems slow!
got logged out of joomla several times while importing.
realized I had to create a user for myself so I can be associated with the orgs/people I added

client_info database field matching issues

member ID number = match to external ID. editable in backend.
- Question: continue using for new members as they sign up, and display on frontend and use for default short URLs?
"client_status" 0=inactive, 1=active, 2=pending, 3=canceled, 4=fraud
- Question: how to match up with Civicrm status options?
Tags and selectable custom data is defined using id numbers, whereas our old system uses clear text, so intermediary field replacement has to be done for the following fields:
- African Regions
- Geographic Scope
- Beneficiary Location
- Organization Size
- Tags/Categories
Timestamps in client_info are in an unusual linux style not compatible with civicrm's import tool. An interim field translation will be needed for the following field:
- client_stamp
- Question: What is client_stamp used for in MB?
These fields need to be incorporated as well and matched to equivalents in civicrm. Some are in supported format yyyy-mm-dd but others have an exact time stamp following the date in the same field. Not sure what the effect of this is.
- member_since
  - This field is inaccurate for many organizations pre 2003/04 because of a bug in our profile update script that we didn't catch until sometime in 2004. I will look into doing a comparison with old backups to fix them.
  - Question: display on frontend to show the longevity of our wonderful members, a la American Express?

- modified_date
  - This field is important as it allows us to see which members are keeping their records up to date/are active.
STATE field mapping breaks in import - may need to be combined with City for people living, for example, in Ikeja, Lagos (where Lagos is a state).
Fields to ignore
- "approved" 1 or 0

Added tags for Organizational Focus
- Need to write up nice descriptions for each tag
- Avoided use of forward slash in tags for tech reasons
- Additional keywords is a searchable custom field
Relationship types
- Deleted irrelevant relationship types (child of, spouse of etc)
- Kept "employee of"
- AJ: create relationship types here for defining ACL?

- Matched up as much as possible with ModernBill field label names
- Kim/Liz: geographic scope -- change name to "community level" from simply "community"? This might help to clarify this for people.
- Lobo: Max length for "Note"/textarea fields?
  - Answer: It is NOT possible as of 1.6 to set a max length (ie. 250 characters) for a textarea field. We will have to do this on the frontend using custom component
- Lobo: How to handle Registration number and authority - need to be able to add data in pairs, up to two.
Created Custom data group: "Financial data"
- Kim/Liz: Should we allow file uploads? Might be more powerful than a textarea field.
Location types
- Deleted irrelevant location types (home, work etc)
- Created new ones -
  - Location 1
  - Location 2
  - Location 3
  - Location 4
  - Location 5
- Kim/Liz Question: we have to have unique types for each address in the system - they are used internally by civicrm. How many do we need to offer? Unlimited or just maybe up to 5?
Multiple Locations
- It is possible to add multiple locations - which each then include address, phone, email. In our specs we had separated these out. Web site is not part of this
Additional fields for orgs that I left in:
- Latitude/Longitute (may be useful later)
- Instant Messenger - tho not sure how this is relevant for orgs as opposed ot the people working for them.

expanded countries available to the rest of the world by changing
define( 'CIVICRM_COUNTRY_LIMIT' , 'US' );
to:
define( 'CIVICRM_COUNTRY_LIMIT' , '' );
AJ: Will need to set up display of addresses in non-US format in the settings file - I'm not sure how to do this.