httemplate/index.html

   1 <!-- mason kludge -->
   2 <% my $conf = new FS::Conf; %>
   3 <HTML>
   4   <HEAD>
   5     <TITLE>
   6       Freeside Main Menu
   7     </TITLE>
   8   </HEAD>
   9   <BODY BGCOLOR="#FFFFFF">
  10   <table width="100%">
  11     <tr>
  12       <td rowspan=2>
  13         <IMG BORDER=0 ALT="freeside" SRC="images/small-logo.png">
  14       </td>
  15       <td align=left rowspan=2> <!-- valign="top" -->
  16         <font size=6><%= $conf->config('company_name') %> Billing</font>
  17       </td>
  18       <td align=right valign=top>Logged in as <b><%= getotaker %></b>
  19       </td>
  20     </tr>
  21     <tr>
  22       <td align=right valign=bottom>
  23
  24         <table>
  25           <tr>
  26             <td align=right>
  27               <FONT SIZE="-2">
  28                <A HREF="http://www.sisd.com/freeside">Freeside</A>&nbsp;v<%= $FS::VERSION %><BR>
  29                <A HREF="docs/">Documentation</A><BR>
  30               </FONT>
  31             </td>
  32             <% if ( $conf->config('ticket_system') eq 'RT_Internal' ) { %>
  33             <% eval "use RT;"; %>
  34               <td bgcolor=#000000></td>
  35               <td align=left>
  36                 <FONT SIZE="-2">
  37                  <A HREF="http://www.bestpractical.com/rt">RT<A>&nbsp;v<%= $RT::VERSION %><BR>
  38                  <A HREF="http://wiki.bestpractical.com/">Documentation</A><BR>
  39                 </FONT>
  40               </td>
  41             <% } %>
  42
  43           </tr>
  44         </table>
  45
  46       </td>
  47     </tr>
  48   </table>
  49
  50   <BR>
  51
  52
  53 [<A NAME="customer_service" style="background-color: #cccccc">&nbsp;Sales&nbsp;/&nbsp;Customer&nbsp;service&nbsp;</A>]
  54 <% if ( $conf->config('ticket_system') ) { %>
  55   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
  56 <% } %>
  57 [&nbsp;<A HREF="#bookkeeping">Bookkeeping&nbsp;/&nbsp;Collections</A>&nbsp;]
  58 [&nbsp;<A HREF="#reports">Reports</A>&nbsp;]
  59 [&nbsp;<A HREF="#sysadmin">Sysadmin</A>&nbsp;]
  60     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0" WIDTH="100%" BGCOLOR="#eeeeee">
  61     <TR><TH BGCOLOR="#cccccc">Sales / Customer service</TH></TR>
  62     <TR><TD>
  63         <BR><FONT SIZE="+1"><A HREF="edit/cust_main.cgi">New Customer</A></FONT>
  64         <BR>
  65         <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>
  66         <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>
  67         <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>
  68 <!--        <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>-->
  69         <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>
  70         <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>
  71         <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>
  72         <BR><FORM ACTION="search/svc_broadband.cgi" METHOD="POST">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>
  73         <BR><A HREF="search/svc_forward.cgi?svcnum">all mail forwards by svcnum</A><BR>
  74         <BR><A HREF="search/svc_www.cgi?svcnum">all virtual hosts by svcnum</A><BR>
  75         <BR><A HREF="search/svc_external.cgi?svcnum">all external services by svcnum</A><BR>
  76       <BR>
  77     </TD></TR>
  78     </TABLE>
  79
  80     <BR><BR><BR>
  81
  82 <% if ( $conf->config('ticket_system') ) { %>
  83
  84 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
  85 [<A NAME="ticketing" style="background-color: #cccccc">&nbsp;Support&nbsp;/&nbsp;Ticketing&nbsp;</A>]
  86 [&nbsp;<A HREF="#bookkeeping">Bookkeeping&nbsp;/&nbsp;Collections</A>&nbsp;]
  87 [&nbsp;<A HREF="#reports">Reports</A>&nbsp;]
  88 [&nbsp;<A HREF="#sysadmin">Sysadmin</A>&nbsp;]
  89     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0" WIDTH="100%" BGCOLOR="#eeeeee">
  90     <TR><TH BGCOLOR="#cccccc">Support/Ticketing</TH></TR>
  91     <TR><TD>
  92         <BR><FONT SIZE="+1"><A HREF="rt/">Ticketing Main</A></FONT>
  93         <BR>
  94         <UL>
  95           <LI><A HREF="search/cust_main.cgi?browse=tickets">Customers sorted by active tickets</A>
  96           <LI><A HREF="">Active tickets not assigned to a customer</A>
  97           <LI>
  98     </TD></TR>
  99     </TABLE>
 100
 101     <BR><BR><BR>
 102
 103 <% } %>
 104
 105
 106 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
 107 <% if ( $conf->config('ticket_system') ) { %>
 108   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
 109 <% } %>
 110 [<A NAME="bookkeeping" style="background-color: #cccccc">&nbsp;Bookkeeping&nbsp;/&nbsp;Collections&nbsp;</A>]
 111 [&nbsp;<A HREF="#reports">Reports</A>&nbsp;]
 112 [&nbsp;<A HREF="#sysadmin">Sysadmin</A>&nbsp;]
 113     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
 114     <TR><TH BGCOLOR="#cccccc">Bookkeeping / Collections</TH></TR>
 115     <TR><TD>
 116       <BR><A HREF="search/cust_main-quickpay.html">Quick payment entry</A>
 117       <BR>
 118       <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>
 119       <FORM ACTION="search/cust_bill.html" METHOD="POST">Invoice # <INPUT TYPE="text" NAME="invnum" SIZE="8"><INPUT TYPE="submit" VALUE="Search"></FORM>
 120       <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>
 121       <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>
 122       <BR><BR>Invoice reports
 123             <UL>
 124               <LI><a href="search/cust_bill_event.html">Invoice event errors (failed credit cards, procesoor or printer problems, etc.)</a>
 125               <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>)
 126               <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>)
 127               <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>)
 128               <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>)
 129               <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>)
 130               <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>)
 131               <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>)
 132             </UL>
 133       <A HREF="search/report_cust_pay.html">Payment report (by type and/or date range)</A>
 134       <BR><BR><A HREF="search/report_cust_credit.html">Credit report (by employee and/or date range)</A>
 135       <BR><BR><A HREF="graph/money_time.cgi">Sales, Credits and Receipts Summary</A>
 136       <BR><BR><A HREF="search/report_receivables.cgi">Accounts Receivable Aging Summary</A>
 137       <BR><BR><A HREF="search/report_prepaid_income.html">Prepaid Income (Unearned Revenue) Report</A>
 138       <BR><BR><A HREF="search/report_tax.html">Sales Tax Liability Report</A>
 139       <BR><BR>
 140       <CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
 141       <A NAME="admin">Administration</a>
 142         <ul>
 143           <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
 144             - One or more services are grouped together into a package and
 145               given pricing information.  Customers purchase packages, not
 146               services.
 147 <!--          <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
 148             - Agent types define groups of package definitions that you can
 149               then assign to particular agents.
 150           <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
 151             - Agents are resellers of your service.  Agents may be limited
 152               to a subset of your full offerings (via their type).
 153 -->
 154           <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
 155             - Change tax rates, or break down a country into states, or a state
 156               into counties and assign different tax rates to each.
 157           <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
 158         </ul>
 159       <BR>
 160     </TD></TR>
 161     </TABLE>
 162
 163
 164
 165     <BR><BR><BR>
 166
 167
 168
 169 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
 170 <% if ( $conf->config('ticket_system') ) { %>
 171   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
 172 <% } %>
 173 [&nbsp;<A HREF="#bookkeeping">Bookkeeping&nbsp;/&nbsp;Collections</A>&nbsp;]
 174 [<A NAME="reports" style="background-color: #cccccc">&nbsp;Reports&nbsp;</A>]
 175 [&nbsp;<A HREF="#sysadmin">Sysadmin</A>&nbsp;]
 176     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
 177     <TR><TH BGCOLOR="#cccccc">Reports</TH></TR>
 178     <TR><TD>
 179       <BR>
 180       <A HREF="search/sqlradius.html">RADIUS sessions</A><BR><BR>
 181       Auditing pre-Freeside services with no customer record
 182       <UL>
 183         <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>)
 184 <!--        <LI>unlinked mail forwards (<A HREF="search/svc_forward.cgi?UN_svcnum">by service number</A>) (by ?)) -->
 185         <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>)
 186         <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>)
 187       </UL>
 188       Packages
 189       <UL>
 190         <LI><A HREF="search/cust_pkg.cgi?pkgnum">all packages (by package number)</A>
 191         <LI><A HREF="search/cust_pkg.cgi?magic=suspended">suspended packages (by package number)</A>
 192         <LI><A HREF="search/cust_pkg.cgi?APKG_pkgnum">packages with unconfigured services (by package number)</A>
 193         <LI><A HREF="search/cust_pkg_report.cgi">packages (by next bill date range)</A>
 194       </UL>
 195       <A HREF="browse/part_pkg.cgi?active=1">Package definitions (by number of active packages)</A><BR><BR>
 196       <A HREF="browse/part_svc.cgi?active=1">Service definitions (by number of active services)</A><BR><BR>
 197     Customers
 198       <UL>
 199         <LI><A HREF="search/cust_main-otaker.cgi">Search customers by ordering employee</A>
 200       </UL>
 201     <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>
 202
 203     <BR>
 204     </TD></TR>
 205     </TABLE>
 206
 207
 208
 209     <BR><BR><BR>
 210
 211
 212 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
 213 <% if ( $conf->config('ticket_system') ) { %>
 214   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
 215 <% } %>
 216 [&nbsp;<A HREF="#bookkeeping">Bookkeeping&nbsp;/&nbsp;Collections</A>&nbsp;]
 217 [&nbsp;<A HREF="#reports">Reports</A>&nbsp;]
 218 [<A NAME="sysadmin" style="background-color: #cccccc">&nbsp;Sysadmin&nbsp;</A>]
 219     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
 220     <TR><TH BGCOLOR="#cccccc">Sysadmin</TH></TR>
 221     <TR><TD>
 222       <BR>
 223       <!-- <BR>View active NAS ports:
 224         <A HREF="browse/nas.cgi">session server</A>
 225         <!-- or <A HREF="browse/nas-sqlradius.cgi">RADIUS</A>
 226       <BR> -->
 227       <A HREF="browse/queue.cgi">View pending job queue</A>
 228       <BR><A HREF="misc/cust_main-import.cgi">Batch import customers from CSV file</A>
 229       <BR><A HREF="misc/cust_main-import_charges.cgi">Batch import charges from CSV file</A>
 230       <BR><A HREF="misc/dump.cgi">Download database dump</A>
 231       <BR><BR><CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
 232       <A NAME="config" HREF="config/config-view.cgi">Configuration</a><!-- - <font size="+2" color="#ff0000">start here</font> -->
 233       <BR><BR><A NAME="admin">Administration</a>
 234         <ul>
 235           <LI><A HREF="browse/part_export.cgi">View/Edit exports</A>
 236             - Provisioning services to external machines, databases and APIs.
 237           <LI><A HREF="browse/part_svc.cgi">View/Edit service definitions</A>
 238             - Services are items you offer to your customers.
 239           <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
 240             - One or more services are grouped together into a package and
 241               given pricing information.  Customers purchase packages, not
 242               services.
 243           <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
 244             - Agent types define groups of package definitions that you can
 245               then assign to particular agents.
 246           <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
 247             - Agents are resellers of your service.  Agents may be limited
 248               to a subset of your full offerings (via their type).
 249           <LI><A HREF="browse/part_referral.cgi">View/Edit advertising sources</A>
 250             - Where a customer heard about your service.  Tracked for
 251               informational purposes.
 252           <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
 253             - Change tax rates, or break down a country into states, or a state
 254               into counties and assign different tax rates to each.
 255           <LI><A HREF="browse/svc_acct_pop.cgi">View/Edit access numbers</A>
 256             - Points of Presence
 257           <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
 258           <LI><A HREF="browse/msgcat.cgi">View/Edit message catalog</A> - Change error messages and other customizable labels.
 259     <LI><A HREF="browse/part_virtual_field.cgi">View/Edit virtual fields</A>
 260           - Locally defined fields
 261           <LI><A HREF="browse/router.cgi">View/Edit routers</A>
 262           - Broadband access routers
 263           <LI><A HREF="browse/addr_block.cgi">View/Edit address blocks</A>
 264           - Manage address blocks and block assignments to broadband routers.
 265           <LI><A HREF="browse/rate.cgi">View/Edit call rates and regions</A>
 266           - Manage rate plans, regions and prefixes for VoIP and call billing.
 267         </ul>
 268         <BR>
 269       </TD></TR>
 270       </TABLE>
 271       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 272       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 273       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 274       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 275       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 276       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 277       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 278       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
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