doc
[freeside.git] / 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&nbsp;home&nbsp;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 BORDER=0" 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         <BR><A HREF="search/svc_forward.cgi?svcnum">all mail forwards by svcnum</A><BR>
38
39       <BR>
40     </TD></TR>
41     </TABLE>
42
43
44
45     <BR><BR><BR>
46
47
48 [ <A HREF="#customer_service">Sales / Customer service</A> ]
49 [<A NAME="bookkeeping" style="background-color: #cccccc"> Bookkeeping / Collections </A>]
50 [ <A HREF="#reports">Reports</A> ]
51 [ <A HREF="#sysadmin">Sysadmin</A> ]
52     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
53     <TR><TH BGCOLOR="#cccccc">Bookkeeping / Collections</TH></TR>
54     <TR><TD>
55       <BR><A HREF="search/cust_main-quickpay.html">Quick payment entry</A>
56       <BR>
57       <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>
58       <FORM ACTION="search/cust_bill.cgi" METHOD="POST">Invoice # <INPUT TYPE="text" NAME="invnum" SIZE="8"><INPUT TYPE="submit" VALUE="Search"></FORM>
59       <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>
60       <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>
61       <BR><BR>Invoice reports
62             <UL>
63               <LI><a href="search/cust_bill_event.html">Invoice event errors (failed credit cards)</a>
64               <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>)
65               <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>)
66               <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>)
67               <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>)
68               <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>)
69               <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>)
70             </UL>
71       <A HREF="search/report_cust_pay.html">Payment report (by type and/or date range)</A>
72       <BR><BR><A HREF="search/report_receivables.cgi">Accounts Receivable Aging Summary</A>
73       <BR><BR><A HREF="search/report_prepaid_income.html">Prepaid Income (Unearned Revenue) Report</A>
74       <BR><BR>(old) Financial reports (being rewritten)
75             <UL>
76               <LI> <A HREF="search/report_tax.html">tax reports</A>
77               <LI> <A HREF="search/report_cc.html">credit card receipts</A>
78               <LI> <A HREF="search/report_credit.html">credit memos</A>
79             </UL>
80       <CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
81       <A NAME="admin">Administration</a>
82         <ul>
83           <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
84             - One or more services are grouped together into a package and
85               given pricing information.  Customers purchase packages, not
86               services.
87 <!--          <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
88             - Agent types define groups of package definitions that you can
89               then assign to particular agents.
90           <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
91             - Agents are resellers of your service.  Agents may be limited
92               to a subset of your full offerings (via their type).
93 -->
94           <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
95             - Change tax rates, or break down a country into states, or a state
96               into counties and assign different tax rates to each.
97           <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
98         </ul>
99       <BR>
100     </TD></TR>
101     </TABLE>
102
103
104
105     <BR><BR><BR>
106
107
108
109 [ <A HREF="#customer_service">Sales / Customer service</A> ]
110 [ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
111 [<A NAME="reports" style="background-color: #cccccc"> Reports </A>]
112 [ <A HREF="#sysadmin">Sysadmin</A> ]
113     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
114     <TR><TH BGCOLOR="#cccccc">Reports</TH></TR>
115     <TR><TD>
116       <BR>
117       Auditing pre-Freeside services with no customer record
118       <UL>
119         <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>)
120 <!--        <LI>unlinked mail forwards (<A HREF="search/svc_forward.cgi?UN_svcnum">by service number</A>) (by ?)) -->
121         <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>)
122       </UL>
123       Packages
124       <UL>
125         <LI><A HREF="search/cust_pkg.cgi?pkgnum">all packages (by package number)</A>
126         <LI><A HREF="search/cust_pkg.cgi?magic=suspended">suspended packages (by package number)</A>
127         <LI><A HREF="search/cust_pkg.cgi?APKG_pkgnum">packages with unconfigured services (by package number)</A>
128         <LI><A HREF="search/cust_pkg_report.cgi">packages (by next bill date range)</A>
129       </UL>
130       <A HREF="browse/part_pkg.cgi?active=1">Package definitions (by number of active packages)</A><BR><BR>
131       <A HREF="browse/part_svc.cgi?active=1">Service definitions (by number of active services)</A><BR><BR>
132     Customers
133       <UL>
134         <LI><A HREF="search/cust_main-otaker.cgi">Search customers by order-taker</A>
135       </UL>
136     <FORM ACTION="search/sql.html" METHOD="POST">SQL query: <TT>SELECT </TT><INPUT TYPE="text" NAME="sql" SIZE=32><INPUT TYPE="submit" VALUE="Query"></FORM>
137
138     <BR>
139     </TD></TR>
140     </TABLE>
141
142
143
144     <BR><BR><BR>
145
146
147 [ <A HREF="#customer_service">Sales / Customer service</A> ]
148 [ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
149 [ <A HREF="#reports">Reports</A> ]
150 [<A NAME="sysadmin" style="background-color: #cccccc"> Sysadmin </A>]
151     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
152     <TR><TH BGCOLOR="#cccccc">Sysadmin</TH></TR>
153     <TR><TD>
154       <BR>
155       <A HREF="browse/nas.cgi">View active NAS ports</A>
156       <BR><A HREF="browse/queue.cgi">View pending job queue</A>
157       <BR><A HREF="misc/cust_main-import.cgi">Batch import customers from CSV file</A>
158       <BR><A HREF="misc/cust_main-import_charges.cgi">Batch import charges from CSV file</A>
159       <BR><A HREF="misc/dump.cgi">Download database dump</A>
160       <BR><BR><CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
161       <A NAME="config" HREF="config/config-view.cgi">Configuration</a><!-- - <font size="+2" color="#ff0000">start here</font> -->
162       <BR><BR><A NAME="admin">Administration</a>
163         <ul>
164           <LI><A HREF="browse/part_export.cgi">View/Edit exports</A>
165             - Provisioning services to external machines, databases and APIs.
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 advertising sources</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           <LI><A HREF="browse/msgcat.cgi">View/Edit message catalog</A> - Change error messages and other customizable labels.
188     <LI><A HREF="browse/part_virtual_field.cgi">View/Edit virtual fields</A>
189           - Locally defined fields
190           <LI><A HREF="browse/router.cgi">View/Edit routers</A>
191           - Broadband access routers
192           <LI><A HREF="browse/addr_block.cgi">View/Edit address blocks</A>
193           - Manage address blocks and block assignments to broadband routers.
194         </ul>
195         <BR>
196       </TD></TR>
197       </TABLE>
198       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
199       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
200       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
201       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
202       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
203       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
204       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
205       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
206   </BODY>
207 </HTML>