7 <BODY BGCOLOR="#FFFFFF">
10 <IMG BORDER=0 ALT="Silicon Interactive Software Design" SRC="images/small-logo.png">
12 <font color="#ff0000" size=7>freeside main menu</font>
13 </td><td align=right valign=bottom>
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>
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>
29 <BR><FONT SIZE="+1"><A HREF="edit/cust_main.cgi">New Customer</A></FONT>
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="Fuzzy"><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/cust_main.cgi?browse=last">all customers by last name</A>
32 <BR><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="Fuzzy"><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/cust_main.cgi?browse=company">all customers by company</A>
33 <BR><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>
34 <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>
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>-->
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>
53 <BR><A HREF="search/cust_main-quickpay.html">Quick payment entry</A>
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">
56 <BR><FORM ACTION="search/cust_bill.cgi" METHOD="POST">Invoice # <INPUT TYPE="text" NAME="invnum" SIZE="8"><INPUT TYPE="submit" VALUE="Search">
57 <BR><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">
59 <BR><A HREF="browse/cust_pay_batch.cgi">View pending credit card batch</A>
60 <BR><BR>Invoice reports
62 <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>)
63 <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>)
64 <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>)
65 <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>)
66 <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>)
67 <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>)
69 <BR><CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
70 <A NAME="admin">Administration</a>
72 <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
73 - One or more services are grouped together into a package and
74 given pricing information. Customers purchase packages, not
76 <!-- <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
77 - Agent types define groups of package definitions that you can
78 then assign to particular agents.
79 <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
80 - Agents are resellers of your service. Agents may be limited
81 to a subset of your full offerings (via their type).
83 <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
84 - Change tax rates, or break down a country into states, or a state
85 into counties and assign different tax rates to each.
86 <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
98 [ <A HREF="#customer_service">Sales / Customer service</A> ]
99 [ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
100 [<A NAME="reports" style="background-color: #cccccc"> Reports </A>]
101 [ <A HREF="#sysadmin">Sysadmin</A> ]
102 <TABLE CELLSPACING=2 CELLPADDING=0 BORDERCOLOR="#000000" WIDTH="100%" BGCOLOR="#eeeeee">
103 <TR><TH BGCOLOR="#cccccc">Reports</TH></TR>
106 Auditing pre-Freeside services with no customer record
108 <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>)
109 <LI>unlinked mail forwards (<A HREF="search/svc_forward.cgi?UN_svcnum">by service number</A>) (by ?))
110 <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>)
114 <LI><A HREF="search/cust_pkg.cgi?pkgnum">packages (by package number)</A>
115 <LI><A HREF="search/cust_pkg.cgi?APKG_pkgnum">packages with unconfigured services (by package number)</A>
126 [ <A HREF="#customer_service">Sales / Customer service</A> ]
127 [ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
128 [ <A HREF="#reports">Reports</A> ]
129 [<A NAME="sysadmin" style="background-color: #cccccc"> Sysadmin </A>]
130 <TABLE CELLSPACING=2 CELLPADDING=0 BORDERCOLOR="#000000" WIDTH="100%" BGCOLOR="#eeeeee">
131 <TR><TH BGCOLOR="#cccccc">Sysadmin</TH></TR>
134 <A HREF="browse/nas.cgi">View active NAS ports</A>
135 <BR><A HREF="browse/queue.cgi">View pending job queue</A>
136 <BR><BR><CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
137 <A NAME="config" HREF="config/config-view.cgi">Configuration</a><!-- - <font size="+2" color="#ff0000">start here</font> -->
138 <BR><BR><A NAME="admin">Administration</a>
140 <LI><A HREF="browse/part_svc.cgi">View/Edit service definitions</A>
141 - Services are items you offer to your customers.
142 <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
143 - One or more services are grouped together into a package and
144 given pricing information. Customers purchase packages, not
146 <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
147 - Agent types define groups of package definitions that you can
148 then assign to particular agents.
149 <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
150 - Agents are resellers of your service. Agents may be limited
151 to a subset of your full offerings (via their type).
152 <LI><A HREF="browse/part_referral.cgi">View/Edit referrals</A>
153 - Where a customer heard about your service. Tracked for
154 informational purposes.
155 <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
156 - Change tax rates, or break down a country into states, or a state
157 into counties and assign different tax rates to each.
158 <LI><A HREF="browse/svc_acct_pop.cgi">View/Edit Access Numbers</A>
160 <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
165 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
166 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
167 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
168 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
169 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
170 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
171 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
172 <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>