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 1.4.0
  15       <BR><A HREF="http://www.sisd.com/freeside">Freeside home page</A>
  16       <BR><A HREF="docs/">Documentation</A>
  17       <BR><A HREF="classic.html">Classic interface</A>
  18     </td></tr>
  19   </table>
  20
  21 <BR>
  22 [<A NAME="customer_service" style="background-color: #cccccc"> Sales / Customer service </A>]
  23 [ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
  24 [ <A HREF="#reports">Reports</A> ]
  25 [ <A HREF="#sysadmin">Sysadmin</A> ]
  26     <TABLE CELLSPACING=2 CELLPADDING=0 BORDERCOLOR="#000000" WIDTH="100%" BGCOLOR="#eeeeee">
  27     <TR><TH BGCOLOR="#cccccc">Sales / Customer service</TH></TR>
  28     <TR><TD>
  29         <BR><FONT SIZE="+1"><A HREF="edit/cust_main.cgi">New Customer</A></FONT>
  30         <BR>
  31         <BR><FORM ACTION="search/cust_main.cgi" METHOD="POST"><INPUT TYPE="hidden" NAME="last_on" VALUE="1">Last name <INPUT TYPE="text" NAME="last_text"><INPUT TYPE="hidden" NAME="last_type" VALUE="All"><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"><INPUT TYPE="hidden" NAME="company_type" VALUE="All"><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/cust_main.cgi?browse=company">all customers by company</A></FORM>
  33         <FORM ACTION="search/svc_acct.cgi" METHOD="POST">Username <INPUT TYPE="text" NAME="username"><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/svc_acct.cgi?username">all accounts by username</A></FORM>
  34         <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>
  35 <!--        <LI><A HREF="search/svc_acct_sm.html">mail aliases (by domain, and optionally username)</A>-->
  36 <!--        <LI><A HREF="search/svc_forward.html">mail forwards (by ?)</A>-->
  37       <BR>
  38     </TD></TR>
  39     </TABLE>
  40
  41
  42
  43     <BR><BR><BR>
  44
  45
  46 [ <A HREF="#customer_service">Sales / Customer service</A> ]
  47 [<A NAME="bookkeeping" style="background-color: #cccccc"> Bookkeeping / Collections </A>]
  48 [ <A HREF="#reports">Reports</A> ]
  49 [ <A HREF="#sysadmin">Sysadmin</A> ]
  50     <TABLE CELLSPACING=2 CELLPADDING=0 BORDERCOLOR="#000000" WIDTH="100%" BGCOLOR="#eeeeee">
  51     <TR><TH BGCOLOR="#cccccc">Bookkeeping / Collections</TH></TR>
  52     <TR><TD>
  53       <BR><A HREF="search/cust_main-quickpay.html">Quick payment entry</A>
  54       <BR>
  55       <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>
  56       <FORM ACTION="search/cust_bill.cgi" METHOD="POST">Invoice # <INPUT TYPE="text" NAME="invnum" SIZE="8"><INPUT TYPE="submit" VALUE="Search"></FORM>
  57       <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>
  58       <BR><A HREF="browse/cust_pay_batch.cgi">View pending credit card batch</A>
  59       <BR><BR>Invoice reports
  60             <UL>
  61               <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>)
  62               <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>)
  63               <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>)
  64               <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>)
  65               <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>)
  66               <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>)
  67             </UL>
  68       Financial reports
  69             <UL>
  70               <LI> <A HREF="search/report_receivables.cgi">current receivables</A>
  71               <LI> <A HREF="search/report_tax.html">tax reports</A>
  72               <LI> <A HREF="search/report_cc.html">credit card receipts</A>
  73               <LI> <A HREF="search/report_credit.html">credit memos</A>
  74             </UL>
  75       <CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
  76       <A NAME="admin">Administration</a>
  77         <ul>
  78           <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
  79             - One or more services are grouped together into a package and
  80               given pricing information.  Customers purchase packages, not
  81               services.
  82 <!--          <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
  83             - Agent types define groups of package definitions that you can
  84               then assign to particular agents.
  85           <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
  86             - Agents are resellers of your service.  Agents may be limited
  87               to a subset of your full offerings (via their type).
  88 -->
  89           <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
  90             - Change tax rates, or break down a country into states, or a state
  91               into counties and assign different tax rates to each.
  92           <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
  93         </ul>
  94       <BR>
  95     </TD></TR>
  96     </TABLE>
  97
  98
  99
 100     <BR><BR><BR>
 101
 102
 103
 104 [ <A HREF="#customer_service">Sales / Customer service</A> ]
 105 [ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
 106 [<A NAME="reports" style="background-color: #cccccc"> Reports </A>]
 107 [ <A HREF="#sysadmin">Sysadmin</A> ]
 108     <TABLE CELLSPACING=2 CELLPADDING=0 BORDERCOLOR="#000000" WIDTH="100%" BGCOLOR="#eeeeee">
 109     <TR><TH BGCOLOR="#cccccc">Reports</TH></TR>
 110     <TR><TD>
 111       <BR>
 112       Auditing pre-Freeside services with no customer record
 113       <UL>
 114         <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>)
 115         <LI>unlinked mail forwards (<A HREF="search/svc_forward.cgi?UN_svcnum">by service number</A>) (by ?))
 116         <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>)
 117       </UL>
 118       Packages
 119       <UL>
 120         <LI><A HREF="search/cust_pkg.cgi?pkgnum">packages (by package number)</A>
 121         <LI><A HREF="search/cust_pkg.cgi?APKG_pkgnum">packages with unconfigured services (by package number)</A>
 122       </UL>
 123       Invoices
 124       <UL>
 125         <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>)
 126         <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>)
 127         <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>)
 128         <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>)
 129         <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>)
 130         <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>)
 131       </UL>
 132     Financial reports
 133             <UL>
 134               <LI> <A HREF="search/report_receivables.cgi">current receivables</A>
 135               <LI> <A HREF="search/report_tax.html">tax reports</A>
 136               <LI> <A HREF="search/report_cc.html">credit card receipts</A>
 137               <LI> <A HREF="search/report_credit.html">credit memos</A>
 138             </UL>
 139     Customers
 140       <UL>
 141         <LI><A HREF="search/cust_main-otaker.cgi">Search customers by otaker</A>
 142       </UL>
 143     <BR>
 144     </TD></TR>
 145     </TABLE>
 146
 147
 148
 149     <BR><BR><BR>
 150
 151
 152 [ <A HREF="#customer_service">Sales / Customer service</A> ]
 153 [ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
 154 [ <A HREF="#reports">Reports</A> ]
 155 [<A NAME="sysadmin" style="background-color: #cccccc"> Sysadmin </A>]
 156     <TABLE CELLSPACING=2 CELLPADDING=0 BORDERCOLOR="#000000" WIDTH="100%" BGCOLOR="#eeeeee">
 157     <TR><TH BGCOLOR="#cccccc">Sysadmin</TH></TR>
 158     <TR><TD>
 159       <BR>
 160       <A HREF="browse/nas.cgi">View active NAS ports</A>
 161       <BR><A HREF="browse/queue.cgi">View pending job queue</A>
 162       <BR><BR><CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
 163       <A NAME="config" HREF="config/config-view.cgi">Configuration</a><!-- - <font size="+2" color="#ff0000">start here</font> -->
 164       <BR><BR><A NAME="admin">Administration</a>
 165         <ul>
 166           <LI><A HREF="browse/part_svc.cgi">View/Edit service definitions</A>
 167             - Services are items you offer to your customers.
 168           <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
 169             - One or more services are grouped together into a package and
 170               given pricing information.  Customers purchase packages, not
 171               services.
 172           <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
 173             - Agent types define groups of package definitions that you can
 174               then assign to particular agents.
 175           <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
 176             - Agents are resellers of your service.  Agents may be limited
 177               to a subset of your full offerings (via their type).
 178           <LI><A HREF="browse/part_referral.cgi">View/Edit referrals</A>
 179             - Where a customer heard about your service.  Tracked for
 180               informational purposes.
 181           <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
 182             - Change tax rates, or break down a country into states, or a state
 183               into counties and assign different tax rates to each.
 184           <LI><A HREF="browse/svc_acct_pop.cgi">View/Edit Access Numbers</A>
 185             - Points of Presence
 186           <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
 187         </ul>
 188         <BR>
 189       </TD></TR>
 190       </TABLE>
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 199   </BODY>
 200 </HTML>