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="graph/money_time.cgi">Sales, Credits and Receipts Summary</A>
  73       <BR><BR><A HREF="search/report_receivables.cgi">Accounts Receivable Aging Summary</A>
  74       <BR><BR><A HREF="search/report_prepaid_income.html">Prepaid Income (Unearned Revenue) Report</A>
  75       <BR><BR>(old) Financial reports (being rewritten)
  76             <UL>
  77               <LI> <A HREF="search/report_tax.html">tax reports</A>
  78               <LI> <A HREF="search/report_cc.html">credit card receipts</A>
  79               <LI> <A HREF="search/report_credit.html">credit memos</A>
  80             </UL>
  81       <CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
  82       <A NAME="admin">Administration</a>
  83         <ul>
  84           <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
  85             - One or more services are grouped together into a package and
  86               given pricing information.  Customers purchase packages, not
  87               services.
  88 <!--          <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
  89             - Agent types define groups of package definitions that you can
  90               then assign to particular agents.
  91           <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
  92             - Agents are resellers of your service.  Agents may be limited
  93               to a subset of your full offerings (via their type).
  94 -->
  95           <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
  96             - Change tax rates, or break down a country into states, or a state
  97               into counties and assign different tax rates to each.
  98           <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
  99         </ul>
 100       <BR>
 101     </TD></TR>
 102     </TABLE>
 103
 104
 105
 106     <BR><BR><BR>
 107
 108
 109
 110 [ <A HREF="#customer_service">Sales / Customer service</A> ]
 111 [ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
 112 [<A NAME="reports" style="background-color: #cccccc"> Reports </A>]
 113 [ <A HREF="#sysadmin">Sysadmin</A> ]
 114     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
 115     <TR><TH BGCOLOR="#cccccc">Reports</TH></TR>
 116     <TR><TD>
 117       <BR>
 118       Auditing pre-Freeside services with no customer record
 119       <UL>
 120         <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>)
 121 <!--        <LI>unlinked mail forwards (<A HREF="search/svc_forward.cgi?UN_svcnum">by service number</A>) (by ?)) -->
 122         <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>)
 123       </UL>
 124       Packages
 125       <UL>
 126         <LI><A HREF="search/cust_pkg.cgi?pkgnum">all packages (by package number)</A>
 127         <LI><A HREF="search/cust_pkg.cgi?magic=suspended">suspended packages (by package number)</A>
 128         <LI><A HREF="search/cust_pkg.cgi?APKG_pkgnum">packages with unconfigured services (by package number)</A>
 129         <LI><A HREF="search/cust_pkg_report.cgi">packages (by next bill date range)</A>
 130       </UL>
 131       <A HREF="browse/part_pkg.cgi?active=1">Package definitions (by number of active packages)</A><BR><BR>
 132       <A HREF="browse/part_svc.cgi?active=1">Service definitions (by number of active services)</A><BR><BR>
 133     Customers
 134       <UL>
 135         <LI><A HREF="search/cust_main-otaker.cgi">Search customers by order-taker</A>
 136       </UL>
 137     <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>
 138
 139     <BR>
 140     </TD></TR>
 141     </TABLE>
 142
 143
 144
 145     <BR><BR><BR>
 146
 147
 148 [ <A HREF="#customer_service">Sales / Customer service</A> ]
 149 [ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
 150 [ <A HREF="#reports">Reports</A> ]
 151 [<A NAME="sysadmin" style="background-color: #cccccc"> Sysadmin </A>]
 152     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
 153     <TR><TH BGCOLOR="#cccccc">Sysadmin</TH></TR>
 154     <TR><TD>
 155       <BR>
 156       <A HREF="browse/nas.cgi">View active NAS ports</A>
 157       <BR><A HREF="browse/queue.cgi">View pending job queue</A>
 158       <BR><A HREF="misc/cust_main-import.cgi">Batch import customers from CSV file</A>
 159       <BR><A HREF="misc/cust_main-import_charges.cgi">Batch import charges from CSV file</A>
 160       <BR><A HREF="misc/dump.cgi">Download database dump</A>
 161       <BR><BR><CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
 162       <A NAME="config" HREF="config/config-view.cgi">Configuration</a><!-- - <font size="+2" color="#ff0000">start here</font> -->
 163       <BR><BR><A NAME="admin">Administration</a>
 164         <ul>
 165           <LI><A HREF="browse/part_export.cgi">View/Edit exports</A>
 166             - Provisioning services to external machines, databases and APIs.
 167           <LI><A HREF="browse/part_svc.cgi">View/Edit service definitions</A>
 168             - Services are items you offer to your customers.
 169           <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
 170             - One or more services are grouped together into a package and
 171               given pricing information.  Customers purchase packages, not
 172               services.
 173           <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
 174             - Agent types define groups of package definitions that you can
 175               then assign to particular agents.
 176           <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
 177             - Agents are resellers of your service.  Agents may be limited
 178               to a subset of your full offerings (via their type).
 179           <LI><A HREF="browse/part_referral.cgi">View/Edit advertising sources</A>
 180             - Where a customer heard about your service.  Tracked for
 181               informational purposes.
 182           <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
 183             - Change tax rates, or break down a country into states, or a state
 184               into counties and assign different tax rates to each.
 185           <LI><A HREF="browse/svc_acct_pop.cgi">View/Edit access numbers</A>
 186             - Points of Presence
 187           <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
 188           <LI><A HREF="browse/msgcat.cgi">View/Edit message catalog</A> - Change error messages and other customizable labels.
 189     <LI><A HREF="browse/part_virtual_field.cgi">View/Edit virtual fields</A>
 190           - Locally defined fields
 191           <LI><A HREF="browse/router.cgi">View/Edit routers</A>
 192           - Broadband access routers
 193           <LI><A HREF="browse/addr_block.cgi">View/Edit address blocks</A>
 194           - Manage address blocks and block assignments to broadband routers.
 195         </ul>
 196         <BR>
 197       </TD></TR>
 198       </TABLE>
 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       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 207   </BODY>
 208 </HTML>