7 <BODY BGCOLOR="#FFFFFF">
10 <IMG BORDER=0 ALT="Silicon Interactive Software Design" SRC="images/small-logo.png">
12 <font color="#ff0000" size=7>freeside main menu</font>
13 </td><td align=right valign=bottom>
15 <BR><A HREF="http://www.sisd.com/freeside">Freeside home page</A>
16 <BR><A HREF="docs/">Documentation</A>
21 [<A NAME="customer_service" style="background-color: #cccccc"> Sales / Customer service </A>]
22 [ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
23 [ <A HREF="#reports">Reports</A> ]
24 [ <A HREF="#sysadmin">Sysadmin</A> ]
25 <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0" WIDTH="100%" BGCOLOR="#eeeeee">
26 <TR><TH BGCOLOR="#cccccc">Sales / Customer service</TH></TR>
28 <BR><FONT SIZE="+1"><A HREF="edit/cust_main.cgi">New Customer</A></FONT>
30 <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>
31 <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>
32 <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>
33 <!-- <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>-->
34 <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>
35 <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>
36 <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>
37 <!-- <LI><A HREF="search/svc_forward.html">mail forwards (by ?)</A>-->
47 [ <A HREF="#customer_service">Sales / Customer service</A> ]
48 [<A NAME="bookkeeping" style="background-color: #cccccc"> Bookkeeping / Collections </A>]
49 [ <A HREF="#reports">Reports</A> ]
50 [ <A HREF="#sysadmin">Sysadmin</A> ]
51 <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
52 <TR><TH BGCOLOR="#cccccc">Bookkeeping / Collections</TH></TR>
54 <BR><A HREF="search/cust_main-quickpay.html">Quick payment entry</A>
56 <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>
57 <FORM ACTION="search/cust_bill.cgi" METHOD="POST">Invoice # <INPUT TYPE="text" NAME="invnum" SIZE="8"><INPUT TYPE="submit" VALUE="Search"></FORM>
58 <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>
59 <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>
60 <BR><BR>Invoice reports
62 <LI><a href="search/cust_bill_event.html">Invoice event errors (failed credit cards)</a>
63 <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>)
64 <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>)
65 <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>)
66 <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>)
67 <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>)
68 <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>)
72 <LI> <A HREF="search/report_receivables.cgi">current receivables</A>
73 <LI> <A HREF="search/report_tax.html">tax reports</A>
74 <LI> <A HREF="search/report_cc.html">credit card receipts</A>
75 <LI> <A HREF="search/report_credit.html">credit memos</A>
77 <CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
78 <A NAME="admin">Administration</a>
80 <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
81 - One or more services are grouped together into a package and
82 given pricing information. Customers purchase packages, not
84 <!-- <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
85 - Agent types define groups of package definitions that you can
86 then assign to particular agents.
87 <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
88 - Agents are resellers of your service. Agents may be limited
89 to a subset of your full offerings (via their type).
91 <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
92 - Change tax rates, or break down a country into states, or a state
93 into counties and assign different tax rates to each.
94 <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
106 [ <A HREF="#customer_service">Sales / Customer service</A> ]
107 [ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
108 [<A NAME="reports" style="background-color: #cccccc"> Reports </A>]
109 [ <A HREF="#sysadmin">Sysadmin</A> ]
110 <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
111 <TR><TH BGCOLOR="#cccccc">Reports</TH></TR>
114 Auditing pre-Freeside services with no customer record
116 <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>)
117 <LI>unlinked mail forwards (<A HREF="search/svc_forward.cgi?UN_svcnum">by service number</A>) (by ?))
118 <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>)
122 <LI><A HREF="search/cust_pkg.cgi?pkgnum">all packages (by package number)</A>
123 <LI><A HREF="search/cust_pkg.cgi?SUSP_pkgnum">suspended packages (by package number)</A>
124 <LI><A HREF="search/cust_pkg.cgi?APKG_pkgnum">packages with unconfigured services (by package number)</A>
125 <LI><A HREF="search/cust_pkg.html">packages (by next bill date range)</A>
129 <LI><a href="search/cust_bill_event.html">Invoice event errors (failed credit cards)</a>
130 <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>)
131 <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>)
132 <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>)
133 <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>)
134 <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>)
135 <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>)
139 <LI> <A HREF="search/report_receivables.cgi">current receivables</A>
140 <LI> <A HREF="search/report_tax.html">tax reports</A>
141 <LI> <A HREF="search/report_cc.html">credit card receipts</A>
142 <LI> <A HREF="search/report_credit.html">credit memos</A>
146 <LI><A HREF="search/cust_main-otaker.cgi">Search customers by order-taker</A>
148 <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>
159 [ <A HREF="#customer_service">Sales / Customer service</A> ]
160 [ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
161 [ <A HREF="#reports">Reports</A> ]
162 [<A NAME="sysadmin" style="background-color: #cccccc"> Sysadmin </A>]
163 <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
164 <TR><TH BGCOLOR="#cccccc">Sysadmin</TH></TR>
167 <A HREF="browse/nas.cgi">View active NAS ports</A>
168 <BR><A HREF="browse/queue.cgi">View pending job queue</A>
169 <BR><A HREF="misc/cust_main-import.cgi">Batch import customers from CSV file</A>
170 <BR><A HREF="misc/cust_main-import_charges.cgi">Batch import charges from CSV file</A>
171 <BR><BR><CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
172 <A NAME="config" HREF="config/config-view.cgi">Configuration</a><!-- - <font size="+2" color="#ff0000">start here</font> -->
173 <BR><BR><A NAME="admin">Administration</a>
175 <LI><A HREF="browse/part_export.cgi">View/Edit exports</A>
176 - Provisioning services to external machines, databases and APIs.
177 <LI><A HREF="browse/part_svc.cgi">View/Edit service definitions</A>
178 - Services are items you offer to your customers.
179 <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
180 - One or more services are grouped together into a package and
181 given pricing information. Customers purchase packages, not
183 <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
184 - Agent types define groups of package definitions that you can
185 then assign to particular agents.
186 <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
187 - Agents are resellers of your service. Agents may be limited
188 to a subset of your full offerings (via their type).
189 <LI><A HREF="browse/part_referral.cgi">View/Edit advertising sources</A>
190 - Where a customer heard about your service. Tracked for
191 informational purposes.
192 <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
193 - Change tax rates, or break down a country into states, or a state
194 into counties and assign different tax rates to each.
195 <LI><A HREF="browse/svc_acct_pop.cgi">View/Edit Access Numbers</A>
197 <LI><A HREF="browse/ac_type.cgi">View/Edit AC Types</A>
198 - Broadband service access concentrator types.
199 <LI><A HREF="browse/ac.cgi">View/Edit AC</A>
200 - Broadband service access concentrators.
201 <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
202 <LI><A HREF="browse/msgcat.cgi">View/Edit message catalog</A> - Change error messages and other customizable labels.
207 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
208 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
209 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
210 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
211 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
212 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
213 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
214 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>