---
title: "W.I. Masons — Client Index"
type: index
created: "2026-04-05"
updated: "2026-04-05"
source_docs:
  - "raw/2026-04-03-salesforce-call-quarraasymmetric-135253854.md"
tags:
  - wi-masons
  - client
  - portal
  - stripe
  - integrations
---

# W.I. Masons — Client Index

Wisconsin Masonic Foundation client. Current work centers on building a standalone member portal to replace automation workflows that are not feasible on their existing WordPress site.

---

## Status

**Active** — Portal development in progress; blocked pending credentials from client.

## First Seen

2026-04-03 (earliest record)

## Last Activity

2026-04-05

## Key Contacts

| Name | Role | Notes |
|------|------|-------|
| Adam | Client contact | Holds Stripe API credentials and 9x database access |
| Erica | Client contact | Previously contacted for 9x database access; no response as of 2026-04-03 |

## Active Projects

### Member Portal (`portal.wimasons.foundation`)

A standalone portal being built to handle complex automations — including Stripe payment flows — that cannot be implemented on the client's existing WordPress site. Lodges will log in via the portal rather than the main website.

**Status:** In development — blocked.

**Blocker:** Requires two items from the client before work can continue:
- 9x database credentials (where the client's member data lives)
- Stripe API credentials

**Team:**
- Mark Hope — lead developer
- Karly Oykhman — project coordination (being added)
- Sebastian — being added; walkthrough scheduled

**Pending Actions:**
- [ ] Karly to email Adam requesting 9x database credentials and Stripe API credentials
- [ ] Mark to add Karly and Sebastian to the portal project
- [ ] Mark to schedule a walkthrough of the portal for Karly and Sebastian

---

## Related Docs

- [[meetings/2026-04-03-salesforce-call-quarra-asymmetric]] — Portal status discussed; blocker identified, action items assigned