- Freeside Main Menu -

X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Findex.html;h=89fe7fcaedc6662f2eaf0526352df4f4ed93d13f;hb=d453a487d95258e1f11f134fc5864f7e6458a6ef;hp=360cc55e9908fd55ff7aeb6f69b03a0a9987b57c;hpb=f7fd2a3e34da751cbc02bbf215e99c6dc89adc15;p=freeside.git diff --git a/httemplate/index.html b/httemplate/index.html index 360cc55e9..89fe7fcae 100644 --- a/httemplate/index.html +++ b/httemplate/index.html @@ -1,55 +1,8 @@ - <% my $conf = new FS::Conf; %> - - - - Freeside Main Menu - - - - - - - - - - - - -

- <%= $conf->config('company_name') %> Billing -

Logged in as <%= getotaker %> -

- - - - - <% if ( $conf->config('ticket_system') eq 'RT_Internal' ) { %> - <% eval "use RT;"; %> - - - <% } %> - - -

- - Freeside v<%= $FS::VERSION %>
- Documentation
- -

- - RT v<%= $RT::VERSION %>
- Documentation
- -

- -

+<%= include('/elements/header.html', 'Freeside Main Menu' ) %>
- [ Sales / Customer service ] <% if ( $conf->config('ticket_system') ) { %> [ Support / Ticketing ] @@ -57,19 +10,21 @@ [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ] - +

Sales / Customer service

New Customer
-
- - - - -
-
-
+
+ + +<% if ( $conf->exists('address2-search') ) { %> + +<% } %> + +
+
+

all mail forwards by svcnum

all virtual hosts by svcnum

all external services by svcnum
@@ -86,15 +41,20 @@ [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ] - +

Support/Ticketing
+ <% if ( $conf->config('ticket_system') eq 'RT_Internal' ) { %> Ticketing Main - + + Reports Customers sorted by active tickets - Active tickets not assigned to a customer - + + <% } else { %> + Ticketing Main + + <% } %>

@@ -110,18 +70,17 @@ [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ] - +

Bookkeeping / Collections

-
Quick payment entry +
Quick payment entry
-
- - +
+ +
View pending credit card batch

Packages (by next bill date range)

Invoice reports

Invoice event errors (failed credit cards, procesoor or printer problems, etc.)
open invoices (by invoice number) (by date) (by customer number)
15 day open invoices (by invoice number) (by date) (by customer number)
30 day open invoices (by invoice number) (by date) (by customer number) @@ -130,6 +89,12 @@
120 day open invoices (by invoice number) (by date) (by customer number)
all invoices (by invoice number) (by date) (by customer number)

+ Advanced invoice reports

+ Invoice event reports +

Payment report (by type and/or date range)

Credit report (by employee and/or date range)

Sales, Credits and Receipts Summary @@ -137,26 +102,6 @@

Prepaid Income (Unearned Revenue) Report

Sales Tax Liability Report

-

- Administration -

View/Edit package definitions - - One or more services are grouped together into a package and - given pricing information. Customers purchase packages, not - services. - -
View/Edit locales and tax rates - - Change tax rates, or break down a country into states, or a state - into counties and assign different tax rates to each. -
View/Edit invoice events - Actions for overdue invoices -

@@ -173,7 +118,7 @@ [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ] - +

@@ -216,7 +162,7 @@ [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ] -

Reports

@@ -181,7 +126,7 @@ Auditing pre-Freeside services with no customer record

unlinked accounts (by service number) (by username) (by uid) - +
unlinked mail forwards (by service number)
unlinked domains (by service number) (by domain)
unlinked externals (by service number) (by id)

@@ -193,12 +138,13 @@

packages (by next bill date range) Package definitions (by number of active packages)

- Service definitions (by number of active services)

+ Service definitions (by number of active services)

Customers

Search customers by ordering employee

- + Zip code distribution

+

@@ -276,5 +243,6 @@

- - + +<%= include('/elements/footer.html') %> +

Sysadmin

@@ -230,7 +176,7 @@
Download database dump

Configuration -

Administration +

Provisioning, services and packages

View/Edit exports - Provisioning services to external machines, databases and APIs. @@ -240,30 +186,51 @@ - One or more services are grouped together into a package and given pricing information. Customers purchase packages, not services. +

+ Resellers +

View/Edit agent types - Agent types define groups of package definitions that you can then assign to particular agents.
View/Edit agents - Agents are resellers of your service. Agents may be limited to a subset of your full offerings (via their type). -
View/Edit advertising sources - - Where a customer heard about your service. Tracked for - informational purposes. +

+ Billing +

View/Edit payment gateways + - Credit card and electronic check processors +
View/Edit invoice events + - Actions for overdue invoices +
View/Edit prepaid cards + - View outstanding cards, generate new cards +
View/Edit call rates and regions + - Manage rate plans, regions and prefixes for VoIP and call billing.
View/Edit locales and tax rates - Change tax rates, or break down a country into states, or a state into counties and assign different tax rates to each. +

+ Dialup +

View/Edit access numbers - Points of Presence -
View/Edit invoice events - Actions for overdue invoices -
View/Edit message catalog - Change error messages and other customizable labels. -
View/Edit virtual fields - - Locally defined fields +

+ Fixed (username-less) broadband +

View/Edit routers - Broadband access routers
View/Edit address blocks - Manage address blocks and block assignments to broadband routers. -
View/Edit call rates and regions - - Manage rate plans, regions and prefixes for VoIP and call billing. +

+ Miscellaneous +

View/Edit advertising sources + - Where a customer heard about your service. Tracked for + informational purposes. +
View/Edit virtual fields + - Locally defined fields +
View/Edit message catalog + - Change error messages and other customizable labels.