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 1.5.0pre2
  15       <BR><A HREF="http://www.sisd.com/freeside">Freeside home 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 <!--        <LI><A HREF="search/svc_forward.html">mail forwards (by ?)</A>-->
  38       <BR>
  39     </TD></TR>
  40     </TABLE>
  41
  42
  43
  44     <BR><BR><BR>
  45
  46
  47 [ <A HREF="#customer_service">Sales / Customer service</A> ]
  48 [<A NAME="bookkeeping" style="background-color: #cccccc"> Bookkeeping / Collections </A>]
  49 [ <A HREF="#reports">Reports</A> ]
  50 [ <A HREF="#sysadmin">Sysadmin</A> ]
  51     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
  52     <TR><TH BGCOLOR="#cccccc">Bookkeeping / Collections</TH></TR>
  53     <TR><TD>
  54       <BR><A HREF="search/cust_main-quickpay.html">Quick payment entry</A>
  55       <BR>
  56       <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>
  57       <FORM ACTION="search/cust_bill.cgi" METHOD="POST">Invoice # <INPUT TYPE="text" NAME="invnum" SIZE="8"><INPUT TYPE="submit" VALUE="Search"></FORM>
  58       <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>
  59       <BR><A HREF="browse/cust_pay_batch.cgi">View pending credit card batch</A>      <BR><BR><A HREF="search/cust_pkg.html">Packages (by next bill date range)</A>
  60       <BR><BR>Invoice reports
  61             <UL>
  62               <LI><a href="search/cust_bill_event.html">Invoice event errors (failed credit cards)</a>
  63               <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>)
  64               <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>)
  65               <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>)
  66               <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>)
  67               <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>)
  68               <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             </UL>
  70       <A HREF="search/report_cust_pay.html">Payment report (by type and/or date range)</A>
  71       <BR><BR>Financial reports
  72             <UL>
  73               <LI> <A HREF="search/report_receivables.cgi">current receivables</A>
  74               <LI> <A HREF="search/report_tax.html">tax reports</A>
  75               <LI> <A HREF="search/report_cc.html">credit card receipts</A>
  76               <LI> <A HREF="search/report_credit.html">credit memos</A>
  77             </UL>
  78       <CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
  79       <A NAME="admin">Administration</a>
  80         <ul>
  81           <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
  82             - One or more services are grouped together into a package and
  83               given pricing information.  Customers purchase packages, not
  84               services.
  85 <!--          <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
  86             - Agent types define groups of package definitions that you can
  87               then assign to particular agents.
  88           <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
  89             - Agents are resellers of your service.  Agents may be limited
  90               to a subset of your full offerings (via their type).
  91 -->
  92           <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
  93             - Change tax rates, or break down a country into states, or a state
  94               into counties and assign different tax rates to each.
  95           <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
  96         </ul>
  97       <BR>
  98     </TD></TR>
  99     </TABLE>
 100
 101
 102
 103     <BR><BR><BR>
 104
 105
 106
 107 [ <A HREF="#customer_service">Sales / Customer service</A> ]
 108 [ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
 109 [<A NAME="reports" style="background-color: #cccccc"> Reports </A>]
 110 [ <A HREF="#sysadmin">Sysadmin</A> ]
 111     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
 112     <TR><TH BGCOLOR="#cccccc">Reports</TH></TR>
 113     <TR><TD>
 114       <BR>
 115       Auditing pre-Freeside services with no customer record
 116       <UL>
 117         <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>)
 118 <!--        <LI>unlinked mail forwards (<A HREF="search/svc_forward.cgi?UN_svcnum">by service number</A>) (by ?)) -->
 119         <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>)
 120       </UL>
 121       Packages
 122       <UL>
 123         <LI><A HREF="search/cust_pkg.cgi?pkgnum">all packages (by package number)</A>
 124         <LI><A HREF="search/cust_pkg.cgi?SUSP_pkgnum">suspended packages (by package number)</A>
 125         <LI><A HREF="search/cust_pkg.cgi?APKG_pkgnum">packages with unconfigured services (by package number)</A>
 126         <LI><A HREF="search/cust_pkg.html">packages (by next bill date range)</A>
 127       </UL>
 128       <A HREF="browse/part_pkg.cgi?active=1">Package definitions (by number of active packages)</A>
 129       <BR><BR>Invoices
 130       <UL>
 131         <LI><a href="search/cust_bill_event.html">Invoice event errors (failed credit cards)</a>
 132         <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>)
 133         <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>)
 134         <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>)
 135         <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>)
 136         <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>)
 137         <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>)
 138       </UL>
 139     <A HREF="search/report_cust_pay.html">Payment Report (by type and/or date range)</A>
 140     <BR><BR>Financial reports
 141             <UL>
 142               <LI> <A HREF="search/report_receivables.cgi">current receivables</A>
 143               <LI> <A HREF="search/report_tax.html">tax reports</A>
 144               <LI> <A HREF="search/report_cc.html">credit card receipts</A>
 145               <LI> <A HREF="search/report_credit.html">credit memos</A>
 146             </UL>
 147     Customers
 148       <UL>
 149         <LI><A HREF="search/cust_main-otaker.cgi">Search customers by order-taker</A>
 150       </UL>
 151     <FORM ACTION="search/sql.cgi" METHOD="POST">SQL query: <TT>SELECT </TT><INPUT TYPE="text" NAME="sql" SIZE=32><INPUT TYPE="submit" VALUE="Query"></FORM>
 152
 153     <BR>
 154     </TD></TR>
 155     </TABLE>
 156
 157
 158
 159     <BR><BR><BR>
 160
 161
 162 [ <A HREF="#customer_service">Sales / Customer service</A> ]
 163 [ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
 164 [ <A HREF="#reports">Reports</A> ]
 165 [<A NAME="sysadmin" style="background-color: #cccccc"> Sysadmin </A>]
 166     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
 167     <TR><TH BGCOLOR="#cccccc">Sysadmin</TH></TR>
 168     <TR><TD>
 169       <BR>
 170       <A HREF="browse/nas.cgi">View active NAS ports</A>
 171       <BR><A HREF="browse/queue.cgi">View pending job queue</A>
 172       <BR><A HREF="misc/cust_main-import.cgi">Batch import customers from CSV file</A>
 173       <BR><A HREF="misc/cust_main-import_charges.cgi">Batch import charges from CSV file</A>
 174       <BR><BR><CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
 175       <A NAME="config" HREF="config/config-view.cgi">Configuration</a><!-- - <font size="+2" color="#ff0000">start here</font> -->
 176       <BR><BR><A NAME="admin">Administration</a>
 177         <ul>
 178           <LI><A HREF="browse/part_export.cgi">View/Edit exports</A>
 179             - Provisioning services to external machines, databases and APIs.
 180           <LI><A HREF="browse/part_svc.cgi">View/Edit service definitions</A>
 181             - Services are items you offer to your customers.
 182           <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
 183             - One or more services are grouped together into a package and
 184               given pricing information.  Customers purchase packages, not
 185               services.
 186           <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
 187             - Agent types define groups of package definitions that you can
 188               then assign to particular agents.
 189           <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
 190             - Agents are resellers of your service.  Agents may be limited
 191               to a subset of your full offerings (via their type).
 192           <LI><A HREF="browse/part_referral.cgi">View/Edit advertising sources</A>
 193             - Where a customer heard about your service.  Tracked for
 194               informational purposes.
 195           <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
 196             - Change tax rates, or break down a country into states, or a state
 197               into counties and assign different tax rates to each.
 198           <LI><A HREF="browse/svc_acct_pop.cgi">View/Edit Access Numbers</A>
 199             - Points of Presence
 200           <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
 201           <LI><A HREF="browse/msgcat.cgi">View/Edit message catalog</A> - Change error messages and other customizable labels.
 202     <LI><A HREF="browse/part_virtual_field.cgi">View/Edit virtual fields</A>
 203           - Locally defined fields
 204           <LI><A HREF="browse/router.cgi">View/Edit routers</A>
 205           - Broadband access routers
 206           <LI><A HREF="browse/addr_block.cgi">View/Edit address blocks</A>
 207           - Manage address blocks and block assignments to broadband routers.
 208         </ul>
 209         <BR>
 210       </TD></TR>
 211       </TABLE>
 212       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 213       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 214       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 215       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 216       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 217       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 218       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 219       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 220   </BODY>
 221 </HTML>