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         <BR><FONT SIZE="+1"><A HREF="rt/">Ticketing Main</A></FONT>
  95         <BR><BR>
  96         Reports
  97         <UL>
  98           <LI><A HREF="search/cust_main.cgi?browse=tickets">Customers sorted by active tickets</A>
  99           <!-- <LI><A HREF="">Active tickets not assigned to a customer</A> -->
 100     </TD></TR>
 101     </TABLE>
 102
 103     <BR><BR><BR>
 104
 105 <% } %>
 106
 107
 108 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
 109 <% if ( $conf->config('ticket_system') ) { %>
 110   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
 111 <% } %>
 112 [<A NAME="bookkeeping" style="background-color: #cccccc">&nbsp;Bookkeeping&nbsp;/&nbsp;Collections&nbsp;</A>]
 113 [&nbsp;<A HREF="#reports">Reports</A>&nbsp;]
 114 [&nbsp;<A HREF="#sysadmin">Sysadmin</A>&nbsp;]
 115     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
 116     <TR><TH BGCOLOR="#cccccc">Bookkeeping / Collections</TH></TR>
 117     <TR><TD>
 118       <BR><A HREF="search/cust_main-quickpay.html">Quick payment entry</A>
 119       <BR>
 120       <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>
 121       <FORM ACTION="search/cust_bill.html" METHOD="GET">Invoice # <INPUT TYPE="text" NAME="invnum" SIZE="8"><INPUT TYPE="submit" VALUE="Search"></FORM>
 122       <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>
 123       <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>
 124       <BR><BR>Invoice reports
 125             <UL>
 126               <LI><a href="search/cust_bill_event.html">Invoice event errors (failed credit cards, processor or printer problems, etc.)</a>
 127               <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>)
 128               <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>)
 129               <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>)
 130               <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>)
 131               <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>)
 132               <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>)
 133               <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>)
 134             </UL>
 135       <A HREF="search/report_cust_pay.html">Payment report (by type and/or date range)</A>
 136       <BR><BR><A HREF="search/report_cust_credit.html">Credit report (by employee and/or date range)</A>
 137       <BR><BR><A HREF="graph/money_time.cgi">Sales, Credits and Receipts Summary</A>
 138       <BR><BR><A HREF="search/report_receivables.cgi">Accounts Receivable Aging Summary</A>
 139       <BR><BR><A HREF="search/report_prepaid_income.html">Prepaid Income (Unearned Revenue) Report</A>
 140       <BR><BR><A HREF="search/report_tax.html">Sales Tax Liability Report</A>
 141       <BR><BR>
 142     </TD></TR>
 143     </TABLE>
 144
 145
 146
 147     <BR><BR><BR>
 148
 149
 150
 151 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
 152 <% if ( $conf->config('ticket_system') ) { %>
 153   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
 154 <% } %>
 155 [&nbsp;<A HREF="#bookkeeping">Bookkeeping&nbsp;/&nbsp;Collections</A>&nbsp;]
 156 [<A NAME="reports" style="background-color: #cccccc">&nbsp;Reports&nbsp;</A>]
 157 [&nbsp;<A HREF="#sysadmin">Sysadmin</A>&nbsp;]
 158     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
 159     <TR><TH BGCOLOR="#cccccc">Reports</TH></TR>
 160     <TR><TD>
 161       <BR>
 162       <A HREF="search/sqlradius.html">RADIUS sessions</A><BR><BR>
 163       Auditing pre-Freeside services with no customer record
 164       <UL>
 165         <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>)
 166 <!--        <LI>unlinked mail forwards (<A HREF="search/svc_forward.cgi?UN_svcnum">by service number</A>) (by ?)) -->
 167         <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>)
 168         <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>)
 169       </UL>
 170       Packages
 171       <UL>
 172         <LI><A HREF="search/cust_pkg.cgi?pkgnum">all packages (by package number)</A>
 173         <LI><A HREF="search/cust_pkg.cgi?magic=suspended">suspended packages (by package number)</A>
 174         <LI><A HREF="search/cust_pkg.cgi?APKG_pkgnum">packages with unconfigured services (by package number)</A>
 175         <LI><A HREF="search/cust_pkg_report.cgi">packages (by next bill date range)</A>
 176       </UL>
 177       <A HREF="browse/part_pkg.cgi?active=1">Package definitions (by number of active packages)</A><BR><BR>
 178       <A HREF="browse/part_svc.cgi?active=1">Service definitions (by number of active services)</A><BR><BR>
 179     Customers
 180       <UL>
 181         <LI><A HREF="search/cust_main-otaker.cgi">Search customers by ordering employee</A>
 182       </UL>
 183     <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>
 184
 185     <BR>
 186     </TD></TR>
 187     </TABLE>
 188
 189
 190
 191     <BR><BR><BR>
 192
 193
 194 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
 195 <% if ( $conf->config('ticket_system') ) { %>
 196   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
 197 <% } %>
 198 [&nbsp;<A HREF="#bookkeeping">Bookkeeping&nbsp;/&nbsp;Collections</A>&nbsp;]
 199 [&nbsp;<A HREF="#reports">Reports</A>&nbsp;]
 200 [<A NAME="sysadmin" style="background-color: #cccccc">&nbsp;Sysadmin&nbsp;</A>]
 201     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
 202     <TR><TH BGCOLOR="#cccccc">Sysadmin</TH></TR>
 203     <TR><TD>
 204       <BR>
 205       <!-- <BR>View active NAS ports:
 206         <A HREF="browse/nas.cgi">session server</A>
 207         <!-- or <A HREF="browse/nas-sqlradius.cgi">RADIUS</A>
 208       <BR> -->
 209       <A HREF="browse/queue.cgi">View pending job queue</A>
 210       <BR><A HREF="misc/cust_main-import.cgi">Batch import customers from CSV file</A>
 211       <BR><A HREF="misc/cust_main-import_charges.cgi">Batch import charges from CSV file</A>
 212       <BR><A HREF="misc/dump.cgi">Download database dump</A>
 213       <BR><BR><CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
 214       <A NAME="config" HREF="config/config-view.cgi">Configuration</a><!-- - <font size="+2" color="#ff0000">start here</font> -->
 215       <BR><BR><A NAME="admin">Provisioning, services and packages</a>
 216         <ul>
 217           <LI><A HREF="browse/part_export.cgi">View/Edit exports</A>
 218             - Provisioning services to external machines, databases and APIs.
 219           <LI><A HREF="browse/part_svc.cgi">View/Edit service definitions</A>
 220             - Services are items you offer to your customers.
 221           <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
 222             - One or more services are grouped together into a package and
 223               given pricing information.  Customers purchase packages, not
 224               services.
 225         </ul>
 226       <A NAME="admin_agent">Resellers</a>
 227         <ul>
 228           <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
 229             - Agent types define groups of package definitions that you can
 230               then assign to particular agents.
 231           <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
 232             - Agents are resellers of your service.  Agents may be limited
 233               to a subset of your full offerings (via their type).
 234         </ul>
 235       <A NAME="admin_billing">Billing</a>
 236         <ul>
 237           <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A>
 238             - Actions for overdue invoices
 239           <LI><A HREF="search/prepay_credit.html">View/Edit prepaid cards</A>
 240             - View outstanding cards, generate new cards
 241           <LI><A HREF="browse/rate.cgi">View/Edit call rates and regions</A>
 242             - Manage rate plans, regions and prefixes for VoIP and call billing.
 243           <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
 244             - Change tax rates, or break down a country into states, or a state
 245               into counties and assign different tax rates to each.
 246         </ul>
 247       <A NAME="admin_svc_acct">Dialup</a>
 248         <ul>
 249           <LI><A HREF="browse/svc_acct_pop.cgi">View/Edit access numbers</A>
 250             - Points of Presence
 251         </ul>
 252       <A NAME="admin_svc_broadband">Fixed (username-less) broadband</a>
 253         <ul>
 254           <LI><A HREF="browse/router.cgi">View/Edit routers</A>
 255           - Broadband access routers
 256           <LI><A HREF="browse/addr_block.cgi">View/Edit address blocks</A>
 257           - Manage address blocks and block assignments to broadband routers.
 258         </ul>
 259       <A NAME="admin_misc">Miscellaneous</a>
 260         <ul>
 261           <LI><A HREF="browse/part_referral.cgi">View/Edit advertising sources</A>
 262             - Where a customer heard about your service.  Tracked for
 263               informational purposes.
 264           <LI><A HREF="browse/part_virtual_field.cgi">View/Edit virtual fields</A>
 265           - Locally defined fields
 266           <LI><A HREF="browse/msgcat.cgi">View/Edit message catalog</A>
 267           - Change error messages and other customizable labels.
 268         </ul>
 269         <BR>
 270       </TD></TR>
 271       </TABLE>
 272       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 273       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 274       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 275       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 276       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 277       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 278       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 279       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 280   </BODY>
 281 </HTML>