httemplate/index.html

   1 <!-- mason kludge -->
   2 <% my $conf = new FS::Conf; %>
   3 <HTML>
   4   <HEAD>
   5     <TITLE>
   6       Freeside Main Menu
   7     </TITLE>
   8   </HEAD>
   9   <BODY BGCOLOR="#FFFFFF">
  10   <table width="100%">
  11     <tr>
  12       <td rowspan=2>
  13         <IMG BORDER=0 ALT="freeside" SRC="images/small-logo.png">
  14       </td>
  15       <td align=left rowspan=2> <!-- valign="top" -->
  16         <font size=6><%= $conf->config('company_name') %> Billing</font>
  17       </td>
  18       <td align=right valign=top>Logged in as <b><%= getotaker %></b>
  19       </td>
  20     </tr>
  21     <tr>
  22       <td align=right valign=bottom>
  23
  24         <table>
  25           <tr>
  26             <td align=right>
  27               <FONT SIZE="-2">
  28                <A HREF="http://www.sisd.com/freeside">Freeside</A>&nbsp;v<%= $FS::VERSION %><BR>
  29                <A HREF="docs/">Documentation</A><BR>
  30               </FONT>
  31             </td>
  32             <% if ( $conf->config('ticket_system') eq 'RT_Internal' ) { %>
  33             <% eval "use RT;"; %>
  34               <td bgcolor=#000000></td>
  35               <td align=left>
  36                 <FONT SIZE="-2">
  37                  <A HREF="http://www.bestpractical.com/rt">RT<A>&nbsp;v<%= $RT::VERSION %><BR>
  38                  <A HREF="http://wiki.bestpractical.com/">Documentation</A><BR>
  39                 </FONT>
  40               </td>
  41             <% } %>
  42
  43           </tr>
  44         </table>
  45
  46       </td>
  47     </tr>
  48   </table>
  49
  50   <BR>
  51
  52
  53 [<A NAME="customer_service" style="background-color: #cccccc">&nbsp;Sales&nbsp;/&nbsp;Customer&nbsp;service&nbsp;</A>]
  54 <% if ( $conf->config('ticket_system') ) { %>
  55   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
  56 <% } %>
  57 [&nbsp;<A HREF="#bookkeeping">Bookkeeping&nbsp;/&nbsp;Collections</A>&nbsp;]
  58 [&nbsp;<A HREF="#reports">Reports</A>&nbsp;]
  59 [&nbsp;<A HREF="#sysadmin">Sysadmin</A>&nbsp;]
  60     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0" WIDTH="100%" BGCOLOR="#eeeeee">
  61     <TR><TH BGCOLOR="#cccccc">Sales / Customer service</TH></TR>
  62     <TR><TD>
  63         <BR><FONT SIZE="+1"><A HREF="edit/cust_main.cgi">New Customer</A></FONT>
  64         <BR>
  65         <BR><FORM ACTION="search/cust_main.cgi" METHOD="GET"><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>
  66         <FORM ACTION="search/cust_main.cgi" METHOD="GET"><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>
  67         <FORM ACTION="search/cust_main.cgi" METHOD="GET"><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>
  68 <% if ( $conf->exists('address2-search') ) { %>
  69         <FORM ACTION="search/cust_main.cgi" METHOD="GET"><INPUT TYPE="hidden" NAME="address2_on" VALUE="1">Unit <INPUT TYPE="text" NAME="address2_text"><INPUT TYPE="submit" VALUE="Search"></FORM>
  70 <% } %>
  71         <FORM ACTION="search/cust_main.cgi" METHOD="GET"><INPUT TYPE="hidden" NAME="phone_on" VALUE="1">Phone # <INPUT TYPE="text" NAME="phone_text"><INPUT TYPE="submit" VALUE="Search"></FORM>
  72         <BR><FORM ACTION="search/svc_acct.cgi" METHOD="GET">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>
  73         <BR><FORM ACTION="search/svc_domain.cgi" METHOD="GET">Domain <INPUT TYPE="text" NAME="domain"><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/svc_domain.cgi?domain">all domains</A></FORM>
  74         <BR><FORM ACTION="search/svc_broadband.cgi" METHOD="GET">IP Address <INPUT TYPE="text" NAME="ip_addr"><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/svc_broadband.cgi?svcnum">all services by svcnum</A> or <A HREF="search/svc_broadband.cgi?blocknum">address block</A></FORM>
  75         <BR><A HREF="search/svc_forward.cgi?svcnum">all mail forwards by svcnum</A><BR>
  76         <BR><A HREF="search/svc_www.cgi?svcnum">all virtual hosts by svcnum</A><BR>
  77         <BR><A HREF="search/svc_external.cgi?svcnum">all external services by svcnum</A><BR>
  78       <BR>
  79     </TD></TR>
  80     </TABLE>
  81
  82     <BR><BR><BR>
  83
  84 <% if ( $conf->config('ticket_system') ) { %>
  85
  86 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
  87 [<A NAME="ticketing" style="background-color: #cccccc">&nbsp;Support&nbsp;/&nbsp;Ticketing&nbsp;</A>]
  88 [&nbsp;<A HREF="#bookkeeping">Bookkeeping&nbsp;/&nbsp;Collections</A>&nbsp;]
  89 [&nbsp;<A HREF="#reports">Reports</A>&nbsp;]
  90 [&nbsp;<A HREF="#sysadmin">Sysadmin</A>&nbsp;]
  91     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0" WIDTH="100%" BGCOLOR="#eeeeee">
  92     <TR><TH BGCOLOR="#cccccc">Support/Ticketing</TH></TR>
  93     <TR><TD>
  94         <% if ( $conf->config('ticket_system') eq 'RT_Internal' ) { %>
  95         <BR><FONT SIZE="+1"><A HREF="rt/">Ticketing Main</A></FONT>
  96         <BR><BR>
  97         Reports
  98         <UL>
  99           <LI><A HREF="search/cust_main.cgi?browse=tickets">Customers sorted by active tickets</A>
 100           <!-- <LI><A HREF="">Active tickets not assigned to a customer</A> -->
 101         <% } else { %>
 102         <BR><FONT SIZE="+1"><A HREF="<%=FS::TicketSystem->baseurl()%>">Ticketing Main</A></FONT>
 103         <BR><BR>
 104         <% } %>
 105     </TD></TR>
 106     </TABLE>
 107
 108     <BR><BR><BR>
 109
 110 <% } %>
 111
 112
 113 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
 114 <% if ( $conf->config('ticket_system') ) { %>
 115   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
 116 <% } %>
 117 [<A NAME="bookkeeping" style="background-color: #cccccc">&nbsp;Bookkeeping&nbsp;/&nbsp;Collections&nbsp;</A>]
 118 [&nbsp;<A HREF="#reports">Reports</A>&nbsp;]
 119 [&nbsp;<A HREF="#sysadmin">Sysadmin</A>&nbsp;]
 120     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
 121     <TR><TH BGCOLOR="#cccccc">Bookkeeping / Collections</TH></TR>
 122     <TR><TD>
 123       <BR><A HREF="misc/batch-cust_pay.html">Quick payment entry</A>
 124       <BR>
 125       <BR><FORM ACTION="search/cust_main.cgi" METHOD="GET">Credit card # <INPUT TYPE="hidden" NAME="card_on" VALUE="1"><INPUT TYPE="text" NAME="card"><INPUT TYPE="submit" VALUE="Search"></FORM>
 126       <FORM ACTION="search/cust_bill.html" METHOD="GET">Invoice # <INPUT TYPE="text" NAME="invnum" SIZE="8"><INPUT TYPE="submit" VALUE="Search"></FORM>
 127       <FORM ACTION="search/cust_pay.cgi" METHOD="GET">Check # <INPUT TYPE="text" NAME="payinfo" SIZE="8"><INPUT TYPE="hidden" NAME="payby" VALUE="BILL"><INPUT TYPE="submit" VALUE="Search"></FORM>
 128       <BR><A HREF="browse/cust_pay_batch.cgi">View pending credit card batch</A>      <BR><BR><A HREF="search/cust_pkg_report.cgi">Packages (by next bill date range)</A>
 129       <BR><BR>Invoice reports
 130             <UL>
 131               <LI>open invoices (<A HREF="search/cust_bill.html?OPEN_invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?OPEN_date">by date</A>) (<A HREF="search/cust_bill.html?OPEN_custnum">by customer number</A>)
 132               <LI>15 day open invoices (<A HREF="search/cust_bill.html?OPEN15_invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?OPEN15_date">by date</A>) (<A HREF="search/cust_bill.html?OPEN15_custnum">by customer number</A>)
 133               <LI>30 day open invoices (<A HREF="search/cust_bill.html?OPEN30_invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?OPEN30_date">by date</A>) (<A HREF="search/cust_bill.html?OPEN30_custnum">by customer number</A>)
 134               <LI>60 day open invoices (<A HREF="search/cust_bill.html?OPEN60_invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?OPEN60_date">by date</A>) (<A HREF="search/cust_bill.html?OPEN60_custnum">by customer number</A>)
 135               <LI>90 day open invoices (<A HREF="search/cust_bill.html?OPEN90_invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?OPEN90_date">by date</A>) (<A HREF="search/cust_bill.html?OPEN90_custnum">by customer number</A>)
 136               <LI>120 day open invoices (<A HREF="search/cust_bill.html?OPEN120_invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?OPEN120_date">by date</A>) (<A HREF="search/cust_bill.html?OPEN120_custnum">by customer number</A>)
 137               <LI>all invoices (<A HREF="search/cust_bill.html?invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?date">by date</A>) (<A HREF="search/cust_bill.html?custnum">by customer number</A>)
 138             </UL>
 139       <A HREF="search/report_cust_bill.html">Advanced invoice reports</A><BR><BR>
 140       Invoice event reports
 141             <UL>
 142               <LI><a href="search/cust_bill_event.html">All invoice events for a date range</a>
 143               <LI><a href="search/cust_bill_event.html?failed=1">Invoice event errors for a date range (failed credit cards, processor or printer problems, etc.)</a>
 144             </UL>
 145       <A HREF="search/report_cust_pay.html">Payment report (by type and/or date range)</A>
 146       <BR><BR><A HREF="search/report_cust_credit.html">Credit report (by employee and/or date range)</A>
 147       <BR><BR><A HREF="graph/money_time.cgi">Sales, Credits and Receipts Summary</A>
 148       <BR><BR><A HREF="search/report_receivables.cgi">Accounts Receivable Aging Summary</A>
 149       <BR><BR><A HREF="search/report_prepaid_income.html">Prepaid Income (Unearned Revenue) Report</A>
 150       <BR><BR><A HREF="search/report_tax.html">Sales Tax Liability Report</A>
 151       <BR><BR>
 152     </TD></TR>
 153     </TABLE>
 154
 155
 156
 157     <BR><BR><BR>
 158
 159
 160
 161 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
 162 <% if ( $conf->config('ticket_system') ) { %>
 163   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
 164 <% } %>
 165 [&nbsp;<A HREF="#bookkeeping">Bookkeeping&nbsp;/&nbsp;Collections</A>&nbsp;]
 166 [<A NAME="reports" style="background-color: #cccccc">&nbsp;Reports&nbsp;</A>]
 167 [&nbsp;<A HREF="#sysadmin">Sysadmin</A>&nbsp;]
 168     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
 169     <TR><TH BGCOLOR="#cccccc">Reports</TH></TR>
 170     <TR><TD>
 171       <BR>
 172       <A HREF="search/sqlradius.html">RADIUS sessions</A><BR><BR>
 173       Auditing pre-Freeside services with no customer record
 174       <UL>
 175         <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>)
 176         <LI>unlinked mail forwards (<A HREF="search/svc_forward.cgi?UN_svcnum">by service number</A>)
 177         <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>)
 178         <LI>unlinked externals (<A HREF="search/svc_external.cgi?UN_svcnum">by service number</A>) (<A HREF="search/svc_external.cgi?UN_id">by id</A>)
 179       </UL>
 180       Packages
 181       <UL>
 182         <LI><A HREF="search/cust_pkg.cgi?pkgnum">all packages (by package number)</A>
 183         <LI><A HREF="search/cust_pkg.cgi?magic=suspended">suspended packages (by package number)</A>
 184         <LI><A HREF="search/cust_pkg.cgi?APKG_pkgnum">packages with unconfigured services (by package number)</A>
 185         <LI><A HREF="search/cust_pkg_report.cgi">packages (by next bill date range)</A>
 186       </UL>
 187       <A HREF="browse/part_pkg.cgi?active=1">Package definitions (by number of active packages)</A><BR><BR>
 188       <A HREF="browse/part_svc.cgi?active=1">Service definitions (by number of active services)</A><BR><BR>
 189     Customers
 190       <UL>
 191         <LI><A HREF="search/cust_main-otaker.cgi">Search customers by ordering employee</A>
 192       </UL>
 193     <FORM ACTION="search/sql.html" METHOD="GET">SQL query: <TT>SELECT </TT><INPUT TYPE="text" NAME="sql" SIZE=32><INPUT TYPE="submit" VALUE="Query"></FORM>
 194
 195     <BR>
 196     </TD></TR>
 197     </TABLE>
 198
 199
 200
 201     <BR><BR><BR>
 202
 203
 204 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
 205 <% if ( $conf->config('ticket_system') ) { %>
 206   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
 207 <% } %>
 208 [&nbsp;<A HREF="#bookkeeping">Bookkeeping&nbsp;/&nbsp;Collections</A>&nbsp;]
 209 [&nbsp;<A HREF="#reports">Reports</A>&nbsp;]
 210 [<A NAME="sysadmin" style="background-color: #cccccc">&nbsp;Sysadmin&nbsp;</A>]
 211     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
 212     <TR><TH BGCOLOR="#cccccc">Sysadmin</TH></TR>
 213     <TR><TD>
 214       <BR>
 215       <!-- <BR>View active NAS ports:
 216         <A HREF="browse/nas.cgi">session server</A>
 217         <!-- or <A HREF="browse/nas-sqlradius.cgi">RADIUS</A>
 218       <BR> -->
 219       <A HREF="browse/queue.cgi">View pending job queue</A>
 220       <BR><A HREF="misc/cust_main-import.cgi">Batch import customers from CSV file</A>
 221       <BR><A HREF="misc/cust_main-import_charges.cgi">Batch import charges from CSV file</A>
 222       <BR><A HREF="misc/dump.cgi">Download database dump</A>
 223       <BR><BR><CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
 224       <A NAME="config" HREF="config/config-view.cgi">Configuration</a><!-- - <font size="+2" color="#ff0000">start here</font> -->
 225       <BR><BR><A NAME="admin">Provisioning, services and packages</a>
 226         <ul>
 227           <LI><A HREF="browse/part_export.cgi">View/Edit exports</A>
 228             - Provisioning services to external machines, databases and APIs.
 229           <LI><A HREF="browse/part_svc.cgi">View/Edit service definitions</A>
 230             - Services are items you offer to your customers.
 231           <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
 232             - One or more services are grouped together into a package and
 233               given pricing information.  Customers purchase packages, not
 234               services.
 235         </ul>
 236       <A NAME="admin_agent">Resellers</a>
 237         <ul>
 238           <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
 239             - Agent types define groups of package definitions that you can
 240               then assign to particular agents.
 241           <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
 242             - Agents are resellers of your service.  Agents may be limited
 243               to a subset of your full offerings (via their type).
 244         </ul>
 245       <A NAME="admin_billing">Billing</a>
 246         <ul>
 247           <LI><A HREF="browse/payment_gateway.html">View/Edit payment gateways</A>
 248             - Credit card and electronic check processors
 249           <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A>
 250             - Actions for overdue invoices
 251           <LI><A HREF="search/prepay_credit.html">View/Edit prepaid cards</A>
 252             - View outstanding cards, generate new cards
 253           <LI><A HREF="browse/rate.cgi">View/Edit call rates and regions</A>
 254             - Manage rate plans, regions and prefixes for VoIP and call billing.
 255           <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
 256             - Change tax rates, or break down a country into states, or a state
 257               into counties and assign different tax rates to each.
 258         </ul>
 259       <A NAME="admin_svc_acct">Dialup</a>
 260         <ul>
 261           <LI><A HREF="browse/svc_acct_pop.cgi">View/Edit access numbers</A>
 262             - Points of Presence
 263         </ul>
 264       <A NAME="admin_svc_broadband">Fixed (username-less) broadband</a>
 265         <ul>
 266           <LI><A HREF="browse/router.cgi">View/Edit routers</A>
 267           - Broadband access routers
 268           <LI><A HREF="browse/addr_block.cgi">View/Edit address blocks</A>
 269           - Manage address blocks and block assignments to broadband routers.
 270         </ul>
 271       <A NAME="admin_misc">Miscellaneous</a>
 272         <ul>
 273           <LI><A HREF="browse/part_referral.cgi">View/Edit advertising sources</A>
 274             - Where a customer heard about your service.  Tracked for
 275               informational purposes.
 276           <LI><A HREF="browse/part_virtual_field.cgi">View/Edit virtual fields</A>
 277           - Locally defined fields
 278           <LI><A HREF="browse/msgcat.cgi">View/Edit message catalog</A>
 279           - Change error messages and other customizable labels.
 280         </ul>
 281         <BR>
 282       </TD></TR>
 283       </TABLE>
 284       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 285       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 286       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 287       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 288       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
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