httemplate/index.html

   1 <HTML>
   2   <HEAD>
   3     <TITLE>
   4       Freeside Main Menu
   5     </TITLE>
   6   </HEAD>
   7   <BODY BGCOLOR="#FFFFFF">
   8   <table width="100%">
   9     <tr><td>
  10         <IMG BORDER=0 ALT="Silicon Interactive Software Design" SRC="images/small-logo.png">
  11     </td><td>
  12       <font color="#ff0000" size=7>freeside main menu</font>
  13     </td><td align=right valign=bottom>
  14       version %%%VERSION%%%
  15       <BR><A HREF="http://www.sisd.com/freeside">Freeside home page</A>
  16       <BR><A HREF="docs/">Documentation</A>
  17     </td></tr>
  18   </table>
  19
  20 <BR>
  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 BORDERCOLOR="#000000" WIDTH="100%" BGCOLOR="#eeeeee">
  26     <TR><TH BGCOLOR="#cccccc">Sales / Customer service</TH></TR>
  27     <TR><TD>
  28         <BR><FONT SIZE="+1"><A HREF="edit/cust_main.cgi">New Customer</A></FONT>
  29         <BR>
  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>-->
  38       <BR>
  39     </TD></TR>
  40     </TABLE>
  41
  42
  43
  44     <BR><BR><BR>
  45
  46
  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 BORDERCOLOR="#000000" WIDTH="100%" BGCOLOR="#eeeeee">
  52     <TR><TH BGCOLOR="#cccccc">Bookkeeping / Collections</TH></TR>
  53     <TR><TD>
  54       <BR><A HREF="search/cust_main-quickpay.html">Quick payment entry</A>
  55       <BR>
  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
  61             <UL>
  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>)
  69             </UL>
  70       Financial reports
  71             <UL>
  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>
  76             </UL>
  77       <CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
  78       <A NAME="admin">Administration</a>
  79         <ul>
  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
  83               services.
  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).
  90 -->
  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
  95         </ul>
  96       <BR>
  97     </TD></TR>
  98     </TABLE>
  99
 100
 101
 102     <BR><BR><BR>
 103
 104
 105
 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 BORDERCOLOR="#000000" WIDTH="100%" BGCOLOR="#eeeeee">
 111     <TR><TH BGCOLOR="#cccccc">Reports</TH></TR>
 112     <TR><TD>
 113       <BR>
 114       Auditing pre-Freeside services with no customer record
 115       <UL>
 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>)
 119       </UL>
 120       Packages
 121       <UL>
 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>
 126       </UL>
 127       Invoices
 128       <UL>
 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>)
 136       </UL>
 137     Financial reports
 138             <UL>
 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>
 143             </UL>
 144     Customers
 145       <UL>
 146         <LI><A HREF="search/cust_main-otaker.cgi">Search customers by order-taker</A>
 147       </UL>
 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>
 149
 150     <BR>
 151     </TD></TR>
 152     </TABLE>
 153
 154
 155
 156     <BR><BR><BR>
 157
 158
 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 BORDERCOLOR="#000000" WIDTH="100%" BGCOLOR="#eeeeee">
 164     <TR><TH BGCOLOR="#cccccc">Sysadmin</TH></TR>
 165     <TR><TD>
 166       <BR>
 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>
 174         <ul>
 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
 182               services.
 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>
 196             - Points of Presence
 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.
 203         </ul>
 204         <BR>
 205       </TD></TR>
 206       </TABLE>
 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>
 215   </BODY>
 216 </HTML>