freeside main menu

Information
Documentation

---

• New Customer
• Search
  • customers (by last name and/or company)
  • customers (by credit card number)
  • accounts (by username)
  • domains (by domain)
  • mail aliases (by domain, and optionally username)
  • invoices (by invoice number)
• Browse
  • customers (by customer number)
  • customers (by last name)
  • customers (by company)
  • packages (by package number)
  • packages with unconfigured services (by package number)
  • accounts (by service number)
  • accounts (by username)
  • accounts (by uid)
  • unlinked accounts (by service number)
  • unlinked accounts (by username)
  • unlinked accounts (by uid)
  • domains (by service number)
  • domains (by domain)
  • unlinked domains (by service number)
  • unlinked domains (by domain)
• Administration
  • View/Edit services - Services are items you offer to your customers.
  • View/Edit packages - One or more services are grouped together into a package and given pricing information. Customers purchase packages, not services.
  • View/Edit agent types - Agent types define groups of packages that you can then assign to particular agents.
  • View/Edit agents - Agents are resellers of your service. Agents may be limited to a subset of your full offerings (via their type).
  • View/Edit referrals - Where a customer heard about your service. Tracked for informational purposes.
  • View/Edit locales and tax rates - Change tax rates, or break down a country into states, or a state into counties and assign different tax rates to each.
  • View/Edit POPs - Points of Presence