X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Findex.html;h=35a5fc19c8a16ded837e7a9279edf690a998ee47;hb=6b1038b81b5d5824b54376abf7b1e562cde17cb9;hp=99bfeecec09f8e55195a56f0d0a7a44b48c3c002;hpb=1eb7fd4c48cadb7a6c8e45c561cd16e01279a56a;p=freeside.git

diff --git a/httemplate/index.html b/httemplate/index.html
index 99bfeecec..35a5fc19c 100644
--- a/httemplate/index.html
+++ b/httemplate/index.html
@@ -11,30 +11,56 @@
     </td><td>
       <font color="#ff0000" size=7>freeside main menu</font>
     </td><td align=right valign=bottom>
-      version 1.4.0
+      version %%%VERSION%%%
       <BR><A HREF="http://www.sisd.com/freeside">Freeside home page</A>
       <BR><A HREF="docs/">Documentation</A>
     </td></tr>
   </table>
-    <hr noshade>
-    <ul>
-      <li><A HREF="edit/cust_main.cgi">New Customer</A>
-      <li><A NAME="search">Search</A>
-        <ul>
-        <LI><A HREF="search/cust_main.html">customers (by last name and/or company)</A>
-        <LI><A HREF="search/cust_main-payinfo.html">customers (by credit card number)</A>
-        <LI><A HREF="search/svc_acct.html">accounts (by username)</A>
-        <LI><A HREF="search/svc_domain.html">domains (by domain)</A>
+
+<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>-->
-        <LI><A HREF="search/cust_bill.html">invoices (by invoice number)</A>
-        <LI><A HREF="search/cust_pay.html">checks (by check number)</A>
-        </ul>
-      <li><A NAME="browse">Browse</A>
-        <ul>
-          <LI>customers (<A HREF="search/cust_main.cgi?browse=custnum">by customer number</A>) (<A HREF="search/cust_main.cgi?browse=last">by last name</A>) (<A HREF="search/cust_main.cgi?browse=company">by company</A>)
-          <LI>invoices
+      <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>)
@@ -42,37 +68,111 @@
               <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>
-          <LI>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>
-            </UL>
-          <LI>services
-            <UL>
-              <LI>accounts (<A HREF="search/svc_acct.cgi?svcnum">by service number</A>) (<A HREF="search/svc_acct.cgi?username">by username</A>) (<A HREF="search/svc_acct.cgi?uid">by uid</A>)
-              <LI>mail forwards (<A HREF="search/svc_forward.cgi?svcnum">by service number</A>) (by ?))
-              <LI>domains (<A HREF="search/svc_domain.cgi?svcnum">by service number</A>) (<A HREF="search/svc_domain.cgi?domain">by domain</A>)
-            </UL>
-          <LI>unlinked services
+      Financial reports
             <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>)
+              <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>
-          <LI><A HREF="browse/nas.cgi">NAS ports</A>
-          <LI><A HREF="browse/queue.cgi">Job queue</A>
-          <LI><A HREF="browse/cust_pay_batch.cgi">Pending credit card batch</A>
-        </ul>
-      <li>Miscellaneous
+      <CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
+      <A NAME="admin">Administration</a>
         <ul>
-          <li><A HREF="search/cust_main-quickpay.html">Quick payment entry</A>
+          <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>
-    </ul>
-    <hr noshade>
-    <ul>
-      <li><A NAME="config" HREF="config/config-view.cgi">Configuration</a><!-- - <font size="+2" color="#ff0000">start here</font> -->
-      <li><A NAME="admin">Administration</a>
+      <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><A HREF="misc/cust_main-import.cgi">Batch import customers from CSV file</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>
@@ -85,7 +185,7 @@
           <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 referrals</A>
+          <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>
@@ -94,7 +194,18 @@
           <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>
-      </ul>
+        <BR>
+      </TD></TR>
+      </TABLE>
+      <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
+      <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
+      <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
+      <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
+      <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
+      <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
+      <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
+      <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
   </BODY>
 </HTML>