httemplate/index.html

   1 <% my $conf = new FS::Conf; %>
   2 <%= include('/elements/header.html', 'Freeside Main Menu' ) %>
   3
   4   <BR>
   5
   6 [<A NAME="customer_service" style="background-color: #cccccc">&nbsp;Sales&nbsp;/&nbsp;Customer&nbsp;service&nbsp;</A>]
   7 <% if ( $conf->config('ticket_system') ) { %>
   8   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
   9 <% } %>
  10 [&nbsp;<A HREF="#bookkeeping">Bookkeeping&nbsp;/&nbsp;Collections</A>&nbsp;]
  11 [&nbsp;<A HREF="#reports">Reports</A>&nbsp;]
  12 [&nbsp;<A HREF="#sysadmin">Sysadmin</A>&nbsp;]
  13     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0" WIDTH="100%" BGCOLOR="#eeeeee" STYLE="border: 1px solid black">
  14     <TR><TH BGCOLOR="#cccccc">Sales / Customer service</TH></TR>
  15     <TR><TD>
  16         <BR><FONT SIZE="+1"><A HREF="edit/cust_main.cgi">New Customer</A></FONT>
  17         <BR>
  18         <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>
  19         <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>
  20         <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>
  21 <% if ( $conf->exists('address2-search') ) { %>
  22         <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>
  23 <% } %>
  24         <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>
  25         <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>
  26         <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>
  27         <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>
  28         <BR><A HREF="search/svc_forward.cgi?svcnum">all mail forwards by svcnum</A><BR>
  29         <BR><A HREF="search/svc_www.cgi?svcnum">all virtual hosts by svcnum</A><BR>
  30         <BR><A HREF="search/svc_external.cgi?svcnum">all external services by svcnum</A><BR>
  31       <BR>
  32     </TD></TR>
  33     </TABLE>
  34
  35     <BR><BR><BR>
  36
  37 <% if ( $conf->config('ticket_system') ) { %>
  38
  39 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
  40 [<A NAME="ticketing" style="background-color: #cccccc">&nbsp;Support&nbsp;/&nbsp;Ticketing&nbsp;</A>]
  41 [&nbsp;<A HREF="#bookkeeping">Bookkeeping&nbsp;/&nbsp;Collections</A>&nbsp;]
  42 [&nbsp;<A HREF="#reports">Reports</A>&nbsp;]
  43 [&nbsp;<A HREF="#sysadmin">Sysadmin</A>&nbsp;]
  44     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0" WIDTH="100%" BGCOLOR="#eeeeee" STYLE="border: 1px solid black">
  45     <TR><TH BGCOLOR="#cccccc">Support/Ticketing</TH></TR>
  46     <TR><TD>
  47         <% if ( $conf->config('ticket_system') eq 'RT_Internal' ) { %>
  48         <BR><FONT SIZE="+1"><A HREF="rt/">Ticketing Main</A></FONT>
  49         <BR><BR>
  50         Reports
  51         <UL>
  52           <LI><A HREF="search/cust_main.cgi?browse=tickets">Customers sorted by active tickets</A>
  53           <!-- <LI><A HREF="">Active tickets not assigned to a customer</A> -->
  54         <% } else { %>
  55         <BR><FONT SIZE="+1"><A HREF="<%=FS::TicketSystem->baseurl()%>">Ticketing Main</A></FONT>
  56         <BR><BR>
  57         <% } %>
  58     </TD></TR>
  59     </TABLE>
  60
  61     <BR><BR><BR>
  62
  63 <% } %>
  64
  65
  66 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
  67 <% if ( $conf->config('ticket_system') ) { %>
  68   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
  69 <% } %>
  70 [<A NAME="bookkeeping" style="background-color: #cccccc">&nbsp;Bookkeeping&nbsp;/&nbsp;Collections&nbsp;</A>]
  71 [&nbsp;<A HREF="#reports">Reports</A>&nbsp;]
  72 [&nbsp;<A HREF="#sysadmin">Sysadmin</A>&nbsp;]
  73     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee" STYLE="border: 1px solid black">
  74     <TR><TH BGCOLOR="#cccccc">Bookkeeping / Collections</TH></TR>
  75     <TR><TD>
  76       <BR><A HREF="misc/batch-cust_pay.html">Quick payment entry</A>
  77       <BR>
  78       <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>
  79       <FORM ACTION="search/cust_bill.html" METHOD="GET">Invoice # <INPUT TYPE="text" NAME="invnum" SIZE="8"><INPUT TYPE="submit" VALUE="Search"></FORM>
  80       <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>
  81       <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>
  82       <BR><BR>Invoice reports
  83             <UL>
  84               <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>)
  85               <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>)
  86               <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>)
  87               <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>)
  88               <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>)
  89               <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>)
  90               <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>)
  91             </UL>
  92       <A HREF="search/report_cust_bill.html">Advanced invoice reports</A><BR><BR>
  93       Invoice event reports
  94             <UL>
  95               <LI><a href="search/cust_bill_event.html">All invoice events for a date range</a>
  96               <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>
  97             </UL>
  98       <A HREF="search/report_cust_pay.html">Payment report (by type and/or date range)</A>
  99       <BR><BR><A HREF="search/report_cust_credit.html">Credit report (by employee and/or date range)</A>
 100       <BR><BR><A HREF="graph/money_time.cgi">Sales, Credits and Receipts Summary</A>
 101       <BR><BR><A HREF="search/report_receivables.cgi">Accounts Receivable Aging Summary</A>
 102       <BR><BR><A HREF="search/report_prepaid_income.html">Prepaid Income (Unearned Revenue) Report</A>
 103       <BR><BR><A HREF="search/report_tax.html">Sales Tax Liability Report</A>
 104       <BR><BR>
 105     </TD></TR>
 106     </TABLE>
 107
 108
 109
 110     <BR><BR><BR>
 111
 112
 113
 114 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
 115 <% if ( $conf->config('ticket_system') ) { %>
 116   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
 117 <% } %>
 118 [&nbsp;<A HREF="#bookkeeping">Bookkeeping&nbsp;/&nbsp;Collections</A>&nbsp;]
 119 [<A NAME="reports" style="background-color: #cccccc">&nbsp;Reports&nbsp;</A>]
 120 [&nbsp;<A HREF="#sysadmin">Sysadmin</A>&nbsp;]
 121     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee" STYLE="border: 1px solid black">
 122     <TR><TH BGCOLOR="#cccccc">Reports</TH></TR>
 123     <TR><TD>
 124       <BR>
 125       <A HREF="search/sqlradius.html">RADIUS sessions</A><BR><BR>
 126       Auditing pre-Freeside services with no customer record
 127       <UL>
 128         <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>)
 129         <LI>unlinked mail forwards (<A HREF="search/svc_forward.cgi?UN_svcnum">by service number</A>)
 130         <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>)
 131         <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>)
 132       </UL>
 133       Packages
 134       <UL>
 135         <LI><A HREF="search/cust_pkg.cgi?pkgnum">all packages (by package number)</A>
 136         <LI><A HREF="search/cust_pkg.cgi?magic=suspended">suspended packages (by package number)</A>
 137         <LI><A HREF="search/cust_pkg.cgi?APKG_pkgnum">packages with unconfigured services (by package number)</A>
 138         <LI><A HREF="search/cust_pkg_report.cgi">packages (by next bill date range)</A>
 139       </UL>
 140       <A HREF="browse/part_pkg.cgi?active=1">Package definitions (by number of active packages)</A><BR><BR>
 141       <A HREF="browse/part_svc.cgi?orderby=active">Service definitions (by number of active services)</A><BR><BR>
 142     Customers
 143       <UL>
 144         <LI><A HREF="search/cust_main-otaker.cgi">Search customers by ordering employee</A>
 145       </UL>
 146     <A HREF="search/report_cust_main-zip.html">Zip code distribution</A><BR><BR>
 147     <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>
 148
 149     <BR>
 150     </TD></TR>
 151     </TABLE>
 152
 153
 154
 155     <BR><BR><BR>
 156
 157
 158 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
 159 <% if ( $conf->config('ticket_system') ) { %>
 160   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
 161 <% } %>
 162 [&nbsp;<A HREF="#bookkeeping">Bookkeeping&nbsp;/&nbsp;Collections</A>&nbsp;]
 163 [&nbsp;<A HREF="#reports">Reports</A>&nbsp;]
 164 [<A NAME="sysadmin" style="background-color: #cccccc">&nbsp;Sysadmin&nbsp;</A>]
 165     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee" STYLE="border: 1px solid black">
 166     <TR><TH BGCOLOR="#cccccc">Sysadmin</TH></TR>
 167     <TR><TD>
 168       <BR>
 169       <!-- <BR>View active NAS ports:
 170         <A HREF="browse/nas.cgi">session server</A>
 171         <!-- or <A HREF="browse/nas-sqlradius.cgi">RADIUS</A>
 172       <BR> -->
 173       <A HREF="search/queue.html">View pending job queue</A>
 174       <BR><A HREF="misc/cust_main-import.cgi">Batch import customers from CSV file</A>
 175       <BR><A HREF="misc/cust_main-import_charges.cgi">Batch import charges from CSV file</A>
 176       <BR><A HREF="misc/dump.cgi">Download database dump</A>
 177       <BR><BR><CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
 178       <A NAME="config" HREF="config/config-view.cgi">Configuration</a><!-- - <font size="+2" color="#ff0000">start here</font> -->
 179       <BR><BR><A NAME="admin">Provisioning, services and packages</a>
 180         <ul>
 181           <LI><A HREF="browse/part_export.cgi">View/Edit exports</A>
 182             - Provisioning services to external machines, databases and APIs.
 183           <LI><A HREF="browse/part_svc.cgi">View/Edit service definitions</A>
 184             - Services are items you offer to your customers.
 185           <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
 186             - One or more services are grouped together into a package and
 187               given pricing information.  Customers purchase packages, not
 188               services.
 189           <LI><A HREF="browse/pkg_class.cgi">View/Edit package classes</A>
 190             - Package classes define groups of packages, for reporting and
 191               convenience purposes.
 192         </ul>
 193       <A NAME="admin_agent">Resellers</a>
 194         <ul>
 195           <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
 196             - Agent types define groups of package definitions that you can
 197               then assign to particular agents.
 198           <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
 199             - Agents are resellers of your service.  Agents may be limited
 200               to a subset of your full offerings (via their type).
 201         </ul>
 202       <A NAME="admin_billing">Billing</a>
 203         <ul>
 204           <LI><A HREF="browse/payment_gateway.html">View/Edit payment gateways</A>
 205             - Credit card and electronic check processors
 206           <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A>
 207             - Actions for overdue invoices
 208           <LI><A HREF="search/prepay_credit.html">View/Edit prepaid cards</A>
 209             - View outstanding cards, generate new cards
 210           <LI><A HREF="browse/rate.cgi">View/Edit call rates and regions</A>
 211             - Manage rate plans, regions and prefixes for VoIP and call billing.
 212           <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
 213             - Change tax rates, or break down a country into states, or a state
 214               into counties and assign different tax rates to each.
 215         </ul>
 216       <A NAME="admin_svc_acct">Dialup</a>
 217         <ul>
 218           <LI><A HREF="browse/svc_acct_pop.cgi">View/Edit access numbers</A>
 219             - Points of Presence
 220         </ul>
 221       <A NAME="admin_svc_broadband">Fixed (username-less) broadband</a>
 222         <ul>
 223           <LI><A HREF="browse/router.cgi">View/Edit routers</A>
 224           - Broadband access routers
 225           <LI><A HREF="browse/addr_block.cgi">View/Edit address blocks</A>
 226           - Manage address blocks and block assignments to broadband routers.
 227         </ul>
 228       <A NAME="admin_misc">Miscellaneous</a>
 229         <ul>
 230           <LI><A HREF="browse/part_referral.cgi">View/Edit advertising sources</A>
 231             - Where a customer heard about your service.  Tracked for
 232               informational purposes.
 233           <LI><A HREF="browse/part_virtual_field.cgi">View/Edit virtual fields</A>
 234           - Locally defined fields
 235           <LI><A HREF="browse/msgcat.cgi">View/Edit message catalog</A>
 236           - Change error messages and other customizable labels.
 237         </ul>
 238         <BR>
 239       </TD></TR>
 240       </TABLE>
 241       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 242       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 243       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 244       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 245       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 246       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 247       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 248       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 249
 250 <%= include('/elements/footer.html') %>
 251