</td><td>
<font color="#ff0000" size=7>freeside main menu</font>
</td><td align=right valign=bottom>
- version 1.4.0
- <BR><A HREF="http://www.sisd.com/freeside">Freeside home page</A>
+ version %%%VERSION%%%
+ <BR><A HREF="http://www.sisd.com/freeside">Freeside home page</A>
<BR><A HREF="docs/">Documentation</A>
</td></tr>
</table>
- <hr noshade>
- <ul>
- <li><A HREF="edit/cust_main.cgi">New Customer</A>
- <li><A NAME="search">Search</A>
- <ul>
- <LI><A HREF="search/cust_main.html">customers (by last name and/or company)</A>
- <LI><A HREF="search/cust_main-payinfo.html">customers (by credit card number)</A>
- <LI><A HREF="search/svc_acct.html">accounts (by username)</A>
- <LI><A HREF="search/svc_domain.html">domains (by domain)</A>
-<!-- <LI><A HREF="search/svc_acct_sm.html">mail aliases (by domain, and optionally username)</A>-->
+
+<BR>
+[<A NAME="customer_service" style="background-color: #cccccc"> Sales / Customer service </A>]
+[ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
+[ <A HREF="#reports">Reports</A> ]
+[ <A HREF="#sysadmin">Sysadmin</A> ]
+ <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0" WIDTH="100%" BGCOLOR="#eeeeee">
+ <TR><TH BGCOLOR="#cccccc">Sales / Customer service</TH></TR>
+ <TR><TD>
+ <BR><FONT SIZE="+1"><A HREF="edit/cust_main.cgi">New Customer</A></FONT>
+ <BR>
+ <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>
+ <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>
+ <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>
+<!-- <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>-->
+ <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>
+ <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>
+ <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>
<!-- <LI><A HREF="search/svc_forward.html">mail forwards (by ?)</A>-->
- <LI><A HREF="search/cust_bill.html">invoices (by invoice number)</A>
- <LI><A HREF="search/cust_pay.html">checks (by check number)</A>
- </ul>
- <li><A NAME="browse">Browse</A>
- <ul>
- <LI>customers (<A HREF="search/cust_main.cgi?browse=custnum">by customer number</A>) (<A HREF="search/cust_main.cgi?browse=last">by last name</A>) (<A HREF="search/cust_main.cgi?browse=company">by company</A>)
- <LI>invoices
+ <BR>
+ </TD></TR>
+ </TABLE>
+
+
+
+ <BR><BR><BR>
+
+
+[ <A HREF="#customer_service">Sales / Customer service</A> ]
+[<A NAME="bookkeeping" style="background-color: #cccccc"> Bookkeeping / Collections </A>]
+[ <A HREF="#reports">Reports</A> ]
+[ <A HREF="#sysadmin">Sysadmin</A> ]
+ <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
+ <TR><TH BGCOLOR="#cccccc">Bookkeeping / Collections</TH></TR>
+ <TR><TD>
+ <BR><A HREF="search/cust_main-quickpay.html">Quick payment entry</A>
+ <BR>
+ <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>
+ <FORM ACTION="search/cust_bill.cgi" METHOD="POST">Invoice # <INPUT TYPE="text" NAME="invnum" SIZE="8"><INPUT TYPE="submit" VALUE="Search"></FORM>
+ <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>
+ <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>
+ <BR><BR>Invoice reports
<UL>
+ <LI><a href="search/cust_bill_event.html">Invoice event errors (failed credit cards)</a>
<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>)
<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>)
<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>)
<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>)
<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>)
</UL>
- <LI>packages
- <UL>
- <LI><A HREF="search/cust_pkg.cgi?pkgnum">packages (by package number)</A>
- <LI><A HREF="search/cust_pkg.cgi?APKG_pkgnum">packages with unconfigured services (by package number)</A>
- </UL>
- <LI>services
- <UL>
- <LI>accounts (<A HREF="search/svc_acct.cgi?svcnum">by service number</A>) (<A HREF="search/svc_acct.cgi?username">by username</A>) (<A HREF="search/svc_acct.cgi?uid">by uid</A>)
- <LI>mail forwards (<A HREF="search/svc_forward.cgi?svcnum">by service number</A>) (by ?))
- <LI>domains (<A HREF="search/svc_domain.cgi?svcnum">by service number</A>) (<A HREF="search/svc_domain.cgi?domain">by domain</A>)
- </UL>
- <LI>unlinked services
+ <A HREF="search/report_cust_pay.html">Payment report (by type and/or date range)</A>
+ <BR><BR>Financial reports
<UL>
- <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>)
- <LI>unlinked mail forwards (<A HREF="search/svc_forward.cgi?UN_svcnum">by service number</A>) (by ?))
- <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>)
+ <LI> <A HREF="search/report_receivables.cgi">current receivables</A>
+ <LI> <A HREF="search/report_tax.html">tax reports</A>
+ <LI> <A HREF="search/report_cc.html">credit card receipts</A>
+ <LI> <A HREF="search/report_credit.html">credit memos</A>
</UL>
- <LI><A HREF="browse/nas.cgi">NAS ports</A>
- <LI><A HREF="browse/queue.cgi">Job queue</A>
- <LI><A HREF="browse/cust_pay_batch.cgi">Pending credit card batch</A>
- </ul>
- <li>Miscellaneous
+ <CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
+ <A NAME="admin">Administration</a>
<ul>
- <li><A HREF="search/cust_main-quickpay.html">Quick payment entry</A>
+ <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
+ - One or more services are grouped together into a package and
+ given pricing information. Customers purchase packages, not
+ services.
+<!-- <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
+ - Agent types define groups of package definitions that you can
+ then assign to particular agents.
+ <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
+ - Agents are resellers of your service. Agents may be limited
+ to a subset of your full offerings (via their type).
+-->
+ <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
+ - Change tax rates, or break down a country into states, or a state
+ into counties and assign different tax rates to each.
+ <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
</ul>
- </ul>
- <hr noshade>
- <ul>
- <li><A NAME="config" HREF="config/config-view.cgi">Configuration</a><!-- - <font size="+2" color="#ff0000">start here</font> -->
- <li><A NAME="admin">Administration</a>
+ <BR>
+ </TD></TR>
+ </TABLE>
+
+
+
+ <BR><BR><BR>
+
+
+
+[ <A HREF="#customer_service">Sales / Customer service</A> ]
+[ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
+[<A NAME="reports" style="background-color: #cccccc"> Reports </A>]
+[ <A HREF="#sysadmin">Sysadmin</A> ]
+ <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
+ <TR><TH BGCOLOR="#cccccc">Reports</TH></TR>
+ <TR><TD>
+ <BR>
+ Auditing pre-Freeside services with no customer record
+ <UL>
+ <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>)
+<!-- <LI>unlinked mail forwards (<A HREF="search/svc_forward.cgi?UN_svcnum">by service number</A>) (by ?)) -->
+ <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>)
+ </UL>
+ Packages
+ <UL>
+ <LI><A HREF="search/cust_pkg.cgi?pkgnum">all packages (by package number)</A>
+ <LI><A HREF="search/cust_pkg.cgi?SUSP_pkgnum">suspended packages (by package number)</A>
+ <LI><A HREF="search/cust_pkg.cgi?APKG_pkgnum">packages with unconfigured services (by package number)</A>
+ <LI><A HREF="search/cust_pkg.html">packages (by next bill date range)</A>
+ </UL>
+ <A HREF="browse/part_pkg.cgi?active=1">Package definitions (by number of active packages)</A>
+ <BR><BR>Invoices
+ <UL>
+ <LI><a href="search/cust_bill_event.html">Invoice event errors (failed credit cards)</a>
+ <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>)
+ <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>)
+ <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>)
+ <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>)
+ <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>)
+ <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>)
+ </UL>
+ <A HREF="search/report_cust_pay.html">Payment Report (by type and/or date range)</A>
+ <BR><BR>Financial reports
+ <UL>
+ <LI> <A HREF="search/report_receivables.cgi">current receivables</A>
+ <LI> <A HREF="search/report_tax.html">tax reports</A>
+ <LI> <A HREF="search/report_cc.html">credit card receipts</A>
+ <LI> <A HREF="search/report_credit.html">credit memos</A>
+ </UL>
+ Customers
+ <UL>
+ <LI><A HREF="search/cust_main-otaker.cgi">Search customers by order-taker</A>
+ </UL>
+ <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>
+
+ <BR>
+ </TD></TR>
+ </TABLE>
+
+
+
+ <BR><BR><BR>
+
+
+[ <A HREF="#customer_service">Sales / Customer service</A> ]
+[ <A HREF="#bookkeeping">Bookkeeping / Collections</A> ]
+[ <A HREF="#reports">Reports</A> ]
+[<A NAME="sysadmin" style="background-color: #cccccc"> Sysadmin </A>]
+ <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
+ <TR><TH BGCOLOR="#cccccc">Sysadmin</TH></TR>
+ <TR><TD>
+ <BR>
+ <A HREF="browse/nas.cgi">View active NAS ports</A>
+ <BR><A HREF="browse/queue.cgi">View pending job queue</A>
+ <BR><A HREF="misc/cust_main-import.cgi">Batch import customers from CSV file</A>
+ <BR><A HREF="misc/cust_main-import_charges.cgi">Batch import charges from CSV file</A>
+ <BR><BR><CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
+ <A NAME="config" HREF="config/config-view.cgi">Configuration</a><!-- - <font size="+2" color="#ff0000">start here</font> -->
+ <BR><BR><A NAME="admin">Administration</a>
<ul>
+ <LI><A HREF="browse/part_export.cgi">View/Edit exports</A>
+ - Provisioning services to external machines, databases and APIs.
<LI><A HREF="browse/part_svc.cgi">View/Edit service definitions</A>
- Services are items you offer to your customers.
<LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
<LI><A HREF="browse/agent.cgi">View/Edit agents</A>
- Agents are resellers of your service. Agents may be limited
to a subset of your full offerings (via their type).
- <LI><A HREF="browse/part_referral.cgi">View/Edit referrals</A>
+ <LI><A HREF="browse/part_referral.cgi">View/Edit advertising sources</A>
- Where a customer heard about your service. Tracked for
informational purposes.
<LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
- Change tax rates, or break down a country into states, or a state
into counties and assign different tax rates to each.
- <LI><A HREF="browse/svc_acct_pop.cgi">View/Edit POPs</A>
+ <LI><A HREF="browse/svc_acct_pop.cgi">View/Edit access numbers</A>
- Points of Presence
<LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
+ <LI><A HREF="browse/msgcat.cgi">View/Edit message catalog</A> - Change error messages and other customizable labels.
+ <LI><A HREF="browse/part_virtual_field.cgi">View/Edit virtual fields</A>
+ - Locally defined fields
+ <LI><A HREF="browse/router.cgi">View/Edit routers</A>
+ - Broadband access routers
+ <LI><A HREF="browse/addr_block.cgi">View/Edit address blocks</A>
+ - Manage address blocks and block assignments to broadband routers.
</ul>
- </ul>
+ <BR>
+ </TD></TR>
+ </TABLE>
+ <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
+ <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
+ <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
+ <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
+ <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
+ <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
+ <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
+ <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
</BODY>
</HTML>
projects / freeside.git / blobdiff