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<HTML>
  <HEAD>
    <TITLE>
      Freeside Main Menu
    </TITLE>
  </HEAD>
  <BODY BGCOLOR="#FFFFFF">
  <table width="100%">
    <tr><td>
        <IMG BORDER=0 ALT="Silicon Interactive Software Design" SRC="images/small-logo.png">
    </td><td>
      <font color="#ff0000" size=7>freeside main menu</font>
    </td><td align=right valign=bottom>
      version 1.4.0
      <BR><A HREF="http://www.sisd.com/freeside">Freeside home page</A>
      <BR><A HREF="docs/">Documentation</A>
    </td></tr>
  </table>

<BR>
[<A NAME="customer_service" style="background-color: #cccccc"> Sales / Customer service </A>]
[ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
[ <A HREF="#reports">Reports</A> ]
[ <A HREF="#sysadmin">Sysadmin</A> ]
    <TABLE CELLSPACING=2 CELLPADDING=0 BORDERCOLOR="#000000" WIDTH="100%" BGCOLOR="#eeeeee">
    <TR><TH BGCOLOR="#cccccc">Sales / Customer service</TH></TR>
    <TR><TD>
        <BR><FONT SIZE="+1"><A HREF="edit/cust_main.cgi">New Customer</A></FONT>
        <BR>
        <BR><FORM ACTION="search/cust_main.cgi" METHOD="POST"><INPUT TYPE="hidden" NAME="custnum_on" VALUE="1">Customer # <INPUT TYPE="text" NAME="custnum_text"><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/cust_main.cgi?browse=custnum">all customers by customer number</A></FORM>
        <FORM ACTION="search/cust_main.cgi" METHOD="POST"><INPUT TYPE="hidden" NAME="last_on" VALUE="1">Last name <INPUT TYPE="text" NAME="last_text"><SELECT NAME="last_type"><OPTION SELECTED VALUE="All">(all)</OPTION><OPTION>Fuzzy<OPTION>Substring</OPTION><OPTION>Exact</OPTION></SELECT><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/cust_main.cgi?browse=last">all customers by last name</A></FORM>
        <FORM ACTION="search/cust_main.cgi" METHOD="POST"><INPUT TYPE="hidden" NAME="company_on" VALUE="1">Company <INPUT TYPE="text" NAME="company_text"><SELECT NAME="company_type"><OPTION SELECTED VALUE="All">(all)</OPTION><OPTION>Fuzzy<OPTION>Substring</OPTION><OPTION>Exact</OPTION></SELECT><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/cust_main.cgi?browse=company">all customers by company</A></FORM>
<!--        <FORM ACTION="search/cust_main.cgi" METHOD="POST"><INPUT TYPE="hidden" NAME="address2_on" VALUE="1">Unit <INPUT TYPE="text" NAME="address2_text"><INPUT TYPE="submit" VALUE="Search"></FORM>-->
        <FORM ACTION="search/cust_main.cgi" METHOD="POST"><INPUT TYPE="hidden" NAME="phone_on" VALUE="1">Phone # <INPUT TYPE="text" NAME="phone_text"><INPUT TYPE="submit" VALUE="Search"></FORM>
        <BR><FORM ACTION="search/svc_acct.cgi" METHOD="POST">Username <INPUT TYPE="text" NAME="username"><SELECT NAME="username_type"><OPTION VALUE="All">(all)</OPTION><OPTION>Fuzzy</OPTION><OPTION>Substring</OPTION><OPTION SELECTED>Exact</OPTION></SELECT><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/svc_acct.cgi?username">all accounts by username</A> or <A HREF="search/svc_acct.cgi?uid">uid</A></FORM>
        <BR><FORM ACTION="search/svc_domain.cgi" METHOD="POST">Domain <INPUT TYPE="text" NAME="domain"><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/svc_domain.cgi?domain">all domains</A></FORM>
<!--        <LI><A HREF="search/svc_acct_sm.html">mail aliases (by domain, and optionally username)</A>-->
<!--        <LI><A HREF="search/svc_forward.html">mail forwards (by ?)</A>-->
      <BR>
    </TD></TR>
    </TABLE>



    <BR><BR><BR>


[ <A HREF="#customer_service">Sales / Customer service</A> ]
[<A NAME="bookkeeping" style="background-color: #cccccc"> Bookkeeping / Collections </A>]
[ <A HREF="#reports">Reports</A> ]
[ <A HREF="#sysadmin">Sysadmin</A> ]
    <TABLE CELLSPACING=2 CELLPADDING=0 BORDERCOLOR="#000000" WIDTH="100%" BGCOLOR="#eeeeee">
    <TR><TH BGCOLOR="#cccccc">Bookkeeping / Collections</TH></TR>
    <TR><TD>
      <BR><A HREF="search/cust_main-quickpay.html">Quick payment entry</A>
      <BR>
      <BR><FORM ACTION="search/cust_main.cgi" METHOD="POST">Credit card # <INPUT TYPE="hidden" NAME="card_on" VALUE="1"><INPUT TYPE="text" NAME="card"><INPUT TYPE="submit" VALUE="Search"></FORM>
      <FORM ACTION="search/cust_bill.cgi" METHOD="POST">Invoice # <INPUT TYPE="text" NAME="invnum" SIZE="8"><INPUT TYPE="submit" VALUE="Search"></FORM>
      <FORM ACTION="search/cust_pay.cgi" METHOD="POST">Check # <INPUT TYPE="text" NAME="payinfo" SIZE="8"><INPUT TYPE="hidden" NAME="payby" VALUE="BILL"><INPUT TYPE="submit" VALUE="Search"></FORM>
      <BR><A HREF="browse/cust_pay_batch.cgi">View pending credit card batch</A>      <BR><BR><A HREF="search/cust_pkg.html">Packages (by next bill date range)</A>
      <BR><BR>Invoice reports
            <UL>
              <LI><a href="search/cust_bill_event.html">Invoice event errors (failed credit cards)</a>
              <LI>open invoices (<A HREF="search/cust_bill.cgi?OPEN_invnum">by invoice number</A>) (<A HREF="search/cust_bill.cgi?OPEN_date">by date</A>) (<A HREF="search/cust_bill.cgi?OPEN_custnum">by customer number</A>)
              <LI>30 day open invoices (<A HREF="search/cust_bill.cgi?OPEN30_invnum">by invoice number</A>) (<A HREF="search/cust_bill.cgi?OPEN30_date">by date</A>) (<A HREF="search/cust_bill.cgi?OPEN30_custnum">by customer number</A>)
              <LI>60 day open invoices (<A HREF="search/cust_bill.cgi?OPEN60_invnum">by invoice number</A>) (<A HREF="search/cust_bill.cgi?OPEN60_date">by date</A>) (<A HREF="search/cust_bill.cgi?OPEN60_custnum">by customer number</A>)
              <LI>90 day open invoices (<A HREF="search/cust_bill.cgi?OPEN90_invnum">by invoice number</A>) (<A HREF="search/cust_bill.cgi?OPEN90_date">by date</A>) (<A HREF="search/cust_bill.cgi?OPEN90_custnum">by customer number</A>)
              <LI>120 day open invoices (<A HREF="search/cust_bill.cgi?OPEN120_invnum">by invoice number</A>) (<A HREF="search/cust_bill.cgi?OPEN120_date">by date</A>) (<A HREF="search/cust_bill.cgi?OPEN120_custnum">by customer number</A>)
              <LI>all invoices (<A HREF="search/cust_bill.cgi?invnum">by invoice number</A>) (<A HREF="search/cust_bill.cgi?date">by date</A>) (<A HREF="search/cust_bill.cgi?custnum">by customer number</A>)
            </UL>
      Financial reports
            <UL>
              <LI> <A HREF="search/report_receivables.cgi">current receivables</A>
              <LI> <A HREF="search/report_tax.html">tax reports</A>
              <LI> <A HREF="search/report_cc.html">credit card receipts</A>
              <LI> <A HREF="search/report_credit.html">credit memos</A>
            </UL>
      <CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
      <A NAME="admin">Administration</a>
        <ul>
          <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
            - One or more services are grouped together into a package and
              given pricing information.  Customers purchase packages, not
              services.
<!--          <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
            - Agent types define groups of package definitions that you can
              then assign to particular agents.
          <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
            - Agents are resellers of your service.  Agents may be limited
              to a subset of your full offerings (via their type).
-->
          <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
            - Change tax rates, or break down a country into states, or a state
              into counties and assign different tax rates to each.
          <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
        </ul>
      <BR>
    </TD></TR>
    </TABLE>



    <BR><BR><BR>



[ <A HREF="#customer_service">Sales / Customer service</A> ]
[ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
[<A NAME="reports" style="background-color: #cccccc"> Reports </A>]
[ <A HREF="#sysadmin">Sysadmin</A> ]
    <TABLE CELLSPACING=2 CELLPADDING=0 BORDERCOLOR="#000000" WIDTH="100%" BGCOLOR="#eeeeee">
    <TR><TH BGCOLOR="#cccccc">Reports</TH></TR>
    <TR><TD>
      <BR>
      Auditing pre-Freeside services with no customer record
      <UL>
        <LI>unlinked accounts (<A HREF="search/svc_acct.cgi?UN_svcnum">by service number</A>) (<A HREF="search/svc_acct.cgi?UN_username">by username</A>) (<A HREF="search/svc_acct.cgi?UN_uid">by uid</A>)
        <LI>unlinked mail forwards (<A HREF="search/svc_forward.cgi?UN_svcnum">by service number</A>) (by ?))
        <LI>unlinked domains (<A HREF="search/svc_domain.cgi?UN_svcnum">by service number</A>) (<A HREF="search/svc_domain.cgi?UN_domain">by domain</A>)
      </UL>
      Packages
      <UL>
        <LI><A HREF="search/cust_pkg.cgi?pkgnum">packages (by package number)</A>
        <LI><A HREF="search/cust_pkg.cgi?APKG_pkgnum">packages with unconfigured services (by package number)</A>
        <LI><A HREF="search/cust_pkg.html">packages (by next bill date range)</A>
      </UL>
      Invoices
      <UL>
        <LI><a href="search/cust_bill_event.html">Invoice event errors (failed credit cards)</a>
        <LI>open invoices (<A HREF="search/cust_bill.cgi?OPEN_invnum">by invoice number</A>) (<A HREF="search/cust_bill.cgi?OPEN_date">by date</A>) (<A HREF="search/cust_bill.cgi?OPEN_custnum">by customer number</A>)
        <LI>30 day open invoices (<A HREF="search/cust_bill.cgi?OPEN30_invnum">by invoice number</A>) (<A HREF="search/cust_bill.cgi?OPEN30_date">by date</A>) (<A HREF="search/cust_bill.cgi?OPEN30_custnum">by customer number</A>)
        <LI>60 day open invoices (<A HREF="search/cust_bill.cgi?OPEN60_invnum">by invoice number</A>) (<A HREF="search/cust_bill.cgi?OPEN60_date">by date</A>) (<A HREF="search/cust_bill.cgi?OPEN60_custnum">by customer number</A>)
        <LI>90 day open invoices (<A HREF="search/cust_bill.cgi?OPEN90_invnum">by invoice number</A>) (<A HREF="search/cust_bill.cgi?OPEN90_date">by date</A>) (<A HREF="search/cust_bill.cgi?OPEN90_custnum">by customer number</A>)
        <LI>120 day open invoices (<A HREF="search/cust_bill.cgi?OPEN120_invnum">by invoice number</A>) (<A HREF="search/cust_bill.cgi?OPEN120_date">by date</A>) (<A HREF="search/cust_bill.cgi?OPEN120_custnum">by customer number</A>)
        <LI>all invoices (<A HREF="search/cust_bill.cgi?invnum">by invoice number</A>) (<A HREF="search/cust_bill.cgi?date">by date</A>) (<A HREF="search/cust_bill.cgi?custnum">by customer number</A>)
      </UL>
    Financial reports
            <UL>
              <LI> <A HREF="search/report_receivables.cgi">current receivables</A>
              <LI> <A HREF="search/report_tax.html">tax reports</A>
              <LI> <A HREF="search/report_cc.html">credit card receipts</A>
              <LI> <A HREF="search/report_credit.html">credit memos</A>
            </UL>
    Customers
      <UL>
        <LI><A HREF="search/cust_main-otaker.cgi">Search customers by order-taker</A>
      </UL>
    <FORM ACTION="search/sql.cgi" METHOD="POST">SQL query: <TT>SELECT </TT><INPUT TYPE="text" NAME="sql" SIZE=32><INPUT TYPE="submit" VALUE="Query"></FORM>

    <BR>
    </TD></TR>
    </TABLE>



    <BR><BR><BR>


[ <A HREF="#customer_service">Sales / Customer service</A> ]
[ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
[ <A HREF="#reports">Reports</A> ]
[<A NAME="sysadmin" style="background-color: #cccccc"> Sysadmin </A>]
    <TABLE CELLSPACING=2 CELLPADDING=0 BORDERCOLOR="#000000" WIDTH="100%" BGCOLOR="#eeeeee">
    <TR><TH BGCOLOR="#cccccc">Sysadmin</TH></TR>
    <TR><TD>
      <BR>
      <A HREF="browse/nas.cgi">View active NAS ports</A>
      <BR><A HREF="browse/queue.cgi">View pending job queue</A>
      <BR><BR><CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
      <A NAME="config" HREF="config/config-view.cgi">Configuration</a><!-- - <font size="+2" color="#ff0000">start here</font> -->
      <BR><BR><A NAME="admin">Administration</a>
        <ul>
          <LI><A HREF="browse/part_export.cgi">View/Edit exports</A>
            - Provisioning services to external machines, databases and APIs.
          <LI><A HREF="browse/part_svc.cgi">View/Edit service definitions</A>
            - Services are items you offer to your customers.
          <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
            - One or more services are grouped together into a package and
              given pricing information.  Customers purchase packages, not
              services.
          <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
            - Agent types define groups of package definitions that you can
              then assign to particular agents.
          <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
            - Agents are resellers of your service.  Agents may be limited
              to a subset of your full offerings (via their type).
          <LI><A HREF="browse/part_referral.cgi">View/Edit advertising sources</A>
            - Where a customer heard about your service.  Tracked for
              informational purposes.
          <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
            - Change tax rates, or break down a country into states, or a state
              into counties and assign different tax rates to each.
          <LI><A HREF="browse/svc_acct_pop.cgi">View/Edit Access Numbers</A>
            - Points of Presence 
          <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
          <LI><A HREF="browse/msgcat.cgi">View/Edit message catalog</A> - Change error messages and other customizable labels.
        </ul>
        <BR>
      </TD></TR>
      </TABLE>
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