<% my $conf = new FS::Conf; %> <%= include('/elements/header.html', 'Freeside Main Menu' ) %>
[ Sales / Customer service ] <% if ( $conf->config('ticket_system') ) { %> [ Support / Ticketing ] <% } %> [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ]

Sales / Customer service

New Customer Customer # or all customers by customer number Last name (all)FuzzySubstringExact or all customers by last name Company (all)FuzzySubstringExact or all customers by company <% if ( $conf->exists('address2-search') ) { %> Unit <% } %> Phone # Username (all)FuzzySubstringExact or all accounts by username or uid Domain or all domains IP Address or all services by svcnum or address block all mail forwards by svcnum all virtual hosts by svcnum all external services by svcnum

<% if ( $conf->config('ticket_system') ) { %> [ Sales / Customer service ] [ Support / Ticketing ] [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ]

Support/Ticketing
<% if ( $conf->config('ticket_system') eq 'RT_Internal' ) { %> Ticketing Main Reports Customers sorted by active tickets <% } else { %> Ticketing Main <% } %>

<% } %> [ Sales / Customer service ] <% if ( $conf->config('ticket_system') ) { %> [ Support / Ticketing ] <% } %> [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ]

Bookkeeping / Collections

Quick payment entry Credit card # Invoice # Check # View pending credit card batch Packages (by next bill date range) Invoice reports open invoices (by invoice number) (by date) (by customer number) 15 day open invoices (by invoice number) (by date) (by customer number) 30 day open invoices (by invoice number) (by date) (by customer number) 60 day open invoices (by invoice number) (by date) (by customer number) 90 day open invoices (by invoice number) (by date) (by customer number) 120 day open invoices (by invoice number) (by date) (by customer number) all invoices (by invoice number) (by date) (by customer number) Advanced invoice reports Invoice event reports All invoice events for a date range Invoice event errors for a date range (failed credit cards, processor or printer problems, etc.) Sales, Credits and Receipts Summary Sales report (by agent, package class and/or date range) Credit report (by employee and/or date range) Payment report (by type and/or date range) Accounts Receivable Aging Summary Prepaid Income (Unearned Revenue) Report Sales Tax Liability Report

[ Sales / Customer service ] <% if ( $conf->config('ticket_system') ) { %> [ Support / Ticketing ] <% } %> [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ]

Reports

RADIUS sessions Auditing pre-Freeside services with no customer record unlinked accounts (by service number) (by username) (by uid) unlinked mail forwards (by service number) unlinked domains (by service number) (by domain) unlinked externals (by service number) (by id) Packages all packages (by package number) suspended packages (by package number) packages with unconfigured services (by package number) packages (by next bill date range) Package definitions (by number of active packages) Service definitions (by number of active services) Customers Search customers by ordering employee Zip code distribution SQL query: SELECT

[ Sales / Customer service ] <% if ( $conf->config('ticket_system') ) { %> [ Support / Ticketing ] <% } %> [ Bookkeeping / Collections ] [ Reports ] [ Sysadmin ]

Sysadmin

View pending job queue Batch import customers from CSV file Batch import charges from CSV file Download database dump Configuration Employees View/Edit employees - Setup internal users View/Edit employee groups - Employee groups allow you to control access to the backend Provisioning, services and packages View/Edit exports - Provisioning services to external machines, databases and APIs. View/Edit service definitions - Services are items you offer to your customers. View/Edit package definitions - One or more services are grouped together into a package and given pricing information. Customers purchase packages, not services. View/Edit package classes - Package classes define groups of packages, for reporting and convenience purposes. Resellers View/Edit agent types - Agent types define groups of package definitions 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). Billing View/Edit payment gateways - Credit card and electronic check processors View/Edit invoice events - Actions for overdue invoices View/Edit prepaid cards - View outstanding cards, generate new cards View/Edit call rates and regions - Manage rate plans, regions and prefixes for VoIP and call billing. 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. Dialup View/Edit access numbers - Points of Presence Fixed (username-less) broadband View/Edit routers - Broadband access routers View/Edit address blocks - Manage address blocks and block assignments to broadband routers. Miscellaneous View/Edit advertising sources - Where a customer heard about your service. Tracked for informational purposes. View/Edit virtual fields - Locally defined fields View/Edit message catalog - Change error messages and other customizable labels. View/Edit inventory classes and inventory - Setup inventory classes and stock inventory.

<%= include('/elements/footer.html') %>