Changes

=Overview = This pages defines the menu entries of the '''Left Menu''' in dependency of the current location in the selfcare interface for the resellers, customers and people. == Definitions ==* Companies and people are '''added'''.* Services are '''created'''. = Resellers (Version 0.2.0) =In the following definitions, we presume you are logged in as an employee of a reseller. == Overview of <RESELLER> (Version 0.2.0) (to be implemented) ==This is the default screen which appears, when you log into the selfcare interface as an employee of a reseller. [[file:selfcare_reseller_overview.png]] Breadcrumb menu: Resellers Customers Services > <RESELLER>  Left menu: <s><span style="color:blue">> Overview</span></s>¹ <span style="color:blue">> Company Profile</span>² <span style="color:blue">> Customers</span>³ <span style="color:blue">> People Listing </span>⁴ <span style="color:blue">> Employees</span>⁵ <span style="color:blue">> Services</span>⁶ <span style="color:green">+ New Customer</span>⁷ <span style="color:green">+ New Person</span>⁸ <span style="color:green">+ New Employee</span>⁹ <span style="color:green">+ New Service</span>¹⁰ Explanation::1 Overview page with the services and people (and later on billing): '''Overview of <RESELLER>''':2 The page with the billing address (and later on shipping address): '''Company Profile of <RESELLER>''':3 The page the listing page of all the customers of the <RESELLER>: '''Customers of <RESELLER>''':4 The page the listing page of all the people of the <RESELLER>: '''People of <RESELLER>''':5 The page the listing page of all the employees of the <RESELLER>: '''Employees of <RESELLER>''':6 Overview page with the services: '''Services of <RESELLER>'''. If only one service is configured (for example Online Backup), than you automatically arrive on the '''Online Backup Accounts of <RESELLER>''' listing page.:7 The page which enables you to add a customer to the <RESELLER>: '''Add Customer'''.:8 The page which enables you to add a person to the <RESELLER> or to a <CUSTOMER>: '''Add Person'''. :9 The page which enables you to add an employee to the <RESELLER> or to a <CUSTOMER>: '''Add Employee'''.:10 Overview page with the services: '''Services of <RESELLER>'''. If only one service is configured (for example online Backup), than you automatically arrive on the '''Create Online Backup Account''' page. == Company Profile of <RESELLER> (Version 0.2.0) (to be implemented) ==Breadcrumb menu: Resellers Customers Services > <RESELLER>  Left menu: <span style="color:blue">> Overview</span> <s><span style="color:blue">> Company Profile</span></s> <span style="color:blue">> Customers</span> <span style="color:blue">> People</span> <span style="color:blue">> Employees</span> <span style="color:blue">> Services</span> <span style="color:green">+ New Customer</span> <span style="color:green">+ New Person</span> <span style="color:green">+ New Employee</span> <span style="color:green">+ New Service</span> == Customers of <RESELLER> (Version 0.2.0) ==Breadcrumb menu: Resellers Customers Services > <RESELLER>  Left menu: <span style="color:blue">> Overview</span> <span style="color:blue">> Company Profile</span> <s><span style="color:blue">> Customers</span></s> <span style="color:blue">> People</span> <span style="color:blue">> Employees</span> <span style="color:blue">> Services</span> <span style="color:green">+ New Customer</span> <span style="color:green">+ New Person</span> <span style="color:green">+ New Employee</span> <span style="color:green">+ New Service</span> == People of <RESELLER> (Version 0.2.0)==Breadcrumb menu: Resellers Customers Services > <RESELLER>  Left menu: <span style="color:blue">> Overview</span> <span style="color:blue">> Company Profile</span> <span style="color:blue">> Customers</span> <s><span style="color:blue">> People</span></s> <span style="color:blue">> Employees</span> <span style="color:blue">> Services</span> <span style="color:green">+ New Customer</span> <span style="color:green">+ New Person</span> <span style="color:green">+ New Employee</span> <span style="color:green">+ New Service</span> == Employees of <RESELLER> (Version 0.2.0) ==Breadcrumb menu: Resellers Customers Services > <RESELLER>  Left menu: <span style="color:blue">> Overview</span> <span style="color:blue">> Company Profile</span> <span style="color:blue">> Customers</span> <span style="color:blue">> People</span> <s><span style="color:blue">> Employees</span></s> <span style="color:blue">> Services</span> <span style="color:green">+ New Customer</span> <span style="color:green">+ New Person</span> <span style="color:green">+ New Employee</span> <span style="color:green">+ New Service</span> == Services of <RESELLER> (Version 0.2.0) ==This page shows you the services overview page of the reseller. The view is the same as the overview page, but without the people and billing information. [[file:selfcare_reseller_services.png]] Breadcrumb menu: Resellers Customers Services > <RESELLER>  Left menu: <span style="color:blue">> Overview</span> <span style="color:blue">> Company Profile</span> <span style="color:blue">> Customers</span> <span style="color:blue">> People</span> <span style="color:blue">> Employees</span> <s><span style="color:blue">> Services</span></s> <span style="color:green">+ New Customer</span> <span style="color:green">+ New Person</span> <span style="color:green">+ New Employee</span> <span style="color:green">+ New Service</span> == Add Customer for <RESELLER> (Version 0.2.0) ==Add customer for a reseller. Breadcrumb menu: Resellers Customers Services > <RESELLER>  Left menu: <span style="color:blue">> Overview</span> <span style="color:blue">> Company Profile</span> <span style="color:blue">> Customers</span> <span style="color:blue">> People</span> <span style="color:blue">> Employees</span> <span style="color:blue">> Services</span> <s><span style="color:green">+ New Customer</span></s> <span style="color:green">+ New Person</span> <span style="color:green">+ New Employee</span> <span style="color:green">+ New Service</span> == Add Person (Version 0.2.0) ==TBD (Mockup needs to be created and described, current solution is only a work around): Add person. First you have to choose a customer to which you would like to add a person. As soon as you've choosen the customer you will be linked to a new view [[#Add_Person_for_.3CCUSTOMER.3E_.28Version_0.2.0.29|Add Person for <CUSTOMER>]].  Breadcrumb menu: Resellers Customers Services > <RESELLER>  Left menu: <span style="color:blue">> Overview</span> <span style="color:blue">> Company Profile</span> <span style="color:blue">> Customers</span> <span style="color:blue">> People</span> <span style="color:blue">> Employees</span> <span style="color:blue">> Services</span> <span style="color:green">+ New Customer</span> <s><span style="color:green">+ New Person</span></s> <span style="color:green">+ New Employee</span> <span style="color:green">+ New Service</span> == Add Employee (Version 0.2.0) ==TBD (Mockup needs to be created and described, current solution is only a work around): First you have to choose a customer to which you would like to add an employee. As soon as you've choosen the customer you will be linked to a new view [[#Add_Employee_for_.3CCUSTOMER.3E_.28Version_0.2.0.29|Add Employee for <CUSTOMER>]]. Breadcrumb menu: Resellers Customers Services > <RESELLER>  Left menu: <span style="color:blue">> Overview</span> <span style="color:blue">> Company Profile</span> <span style="color:blue">> Customers</span> <span style="color:blue">> People</span> <span style="color:blue">> Employees</span> <span style="color:blue">> Services</span> <span style="color:green">+ New Customer</span> <span style="color:green">+ New Person</span> <s><span style="color:green">+ New Employee</span></s> <span style="color:green">+ New Service</span> = Customers (Version 0.2.0) =In the following definitions, we presume you are logged in as an employee of a reseller and have chosen a customer. == Overview of <CUSTOMER> (Version 0.2.0) ==This is the default screen which appears, when you have clicked on a customer. 

<s><span style="color:blue">> Overview</span></s> <span style="color:blue">> Company Profile</span> <span style="color:blue">> People</span> <span style="color:blue">> Employee ListingEmployees</span> <span style="color:blue">> Online Backup Accounts ListingServices</span>

Explanation== People of <CUSTOMER> (Version 0.2.0) ==Breadcrumb menu: Resellers Customers People Services > > <RESELLER> <CUSTOMER>  <span style="color:blue">> Overview</span> <span style="color:blue">> Company Profile</span> <s><span style="color:blue">> People</span></s> <span style="color:blue">> Employees</span> <span style="color:blue">> Services</span> <span style="color:green">+ New Person</span> <span style="color:green">+ New Employee</span> <span style="color:green">+ New Service</span> == Employees of <CUSTOMER> (Version 0.2.0) ==Breadcrumb menu: Resellers Customers People Services > > <RESELLER> <CUSTOMER> Left menu: <span style="color:blue">> Overview</span> <span style="color:blue">> Company Profile</span> <span style="color:blue">> People</span> <s><span style="color:blue">> Employees</span></s> <span style="color:blue">> Services</span> <span style="color:green">+ New Person</span> <span style="color:green">+ New Employee</span> <span style="color:green">+ New Service</span> == Services of <CUSTOMER> (Version 0.2.0) ==This page shows you the services overview page of the chosen customer. The view is the same as the overview page, but without the people and billing information. Breadcrumb menu: Resellers Customers People Services > > <RESELLER> <CUSTOMER> Left menu: <span style="color:blue">> Overview</span> <span style="color:blue">> Company Profile</span> <span style="color:blue">> People</span> <span style="color:blue">> Employees</span> <s><span style="color:blue">> Services</span></s> <span style="color:green">+ New Person</span> <span style="color:green">+ New Employee</span> <span style="color:green">+ New Service</span> == Add Person for <CUSTOMER> (Version 0.2.0) ==TBD (Mockup needs to be created and described, current solution is only a work around): Add person for a customer. Breadcrumb menu: Resellers Customers People Services > > <RESELLER> <CUSTOMER> Left menu: <span style="color:blue">> Overview</span> <span style="color:blue">> Company Profile</span> <span style="color:blue">> People</span> <span style="color:blue">> Employees</span> <span style="color:blue">> Services</span> <s><span style="color:green">+ New Person</span></s> <span style="color:green">+ New Employee</span> <span style="color:green">+ New Service</span> == Add Employee for <CUSTOMER> (Version 0.2.0) ==TBD (Mockup needs to be created and described, current solution is only a work around): Add employee for a customer. Breadcrumb menu: Resellers Customers People Services > > <RESELLER> <CUSTOMER> Left menu: <span style="color:blue">> Overview</span> <span style="color:blue">> Company Profile</span> <span style="color:blue">> People</span> <span style="color:blue">> Employees</span> <span style="color:blue">> Services</span> <span style="color:green">+ New Person</span> <s><span style="color:green">+ New Employee</span></s> <span style="color:green">+ New Service</span> = People (Version 0.2.0) =In the following definitions, we presume you are logged in as an employee of a reseller, have chosen a customer and a person or employee. == Overview of <PERSON> (Version 0.2.0) ==This is the default screen which appears, when you have clicked on a person. Breadcrumb menu: Resellers Customers People Services > > <RESELLER> <CUSTOMER> <PERSON> Left menu: <s><span style="color:blue">> Overview</span></s> <span style="color:blue">> Person Profile</span> <span style="color:blue">> Services</span> <span style="color:green">+ New Service</span> '''Belongs to Customer''' <span style="color:blue"><CUSTOMER></span> <STREET> <NUMBER> <COUNTRY-CODE>-<ZIP-CODE> <LOCATION> == Person Profile of <PERSON> (Version 0.2.0) ==This page shows the profile of a person. As an eployee is a subcategory of a person the page is for both the same. The only difference is the marking of the box "employee". Breadcrumb menu: Resellers Customers People Services > > <RESELLER> <CUSTOMER> <PERSON> Left menu: <span style="color:blue">> Overview</span> <s><span style="color:blue">> Person Profile</span></s> <span style="color:blue">> Services</span> <span style="color:green">+ New Service</span> '''Belongs to Customer''' <span style="color:blue"><CUSTOMER></span> <STREET> <NUMBER> <COUNTRY-CODE>-<ZIP-CODE> <LOCATION> == Services of <PERSON> (Version 0.2.0) ==Breadcrumb menu: Resellers Customers People Services > > <RESELLER> <CUSTOMER> <PERSON> Left menu: <span style="color:blue">> Overview</span> <span style="color:blue">> Person Profile</span> <s><span style="color:blue">> Services</span></s> <span style="color:green">+ New Service</span> '''Belongs to Customer''' <span style="color:blue"><CUSTOMER></span> <STREET> <NUMBER> <COUNTRY-CODE>-<ZIP-CODE> <LOCATION> = Notes === Naming of Menu Entries ==* Profile -> Overview* Master Data -> Company Profile or Person Profile == Belongs to Customer == '''Belongs to Customer''' <span style="color:blue"><CUSTOMER></span> <STREET> <NUMBER> <COUNTRY-CODE>-<ZIP-CODE> <LOCATION>

[[Category:Selfcarestoney core]]