Ubersmith DE 1.0
Welcome to Ubersmith DE
Logging In
Interface Overview
Personal Dashboard
Searching
Breadcrumbs
Welcome Dashboard
Welcome Dashboard
Client Manager
Client Manager Dashboard
View All Clients
Add a New Client
Email All of My Clients
Quick Stats
Individual Client Pages
Client Profile
View Client
Edit Client
Manage Authorized Contacts
Delete Client
Services
List Services
Edit Service
Service Details
Service Options
View Service Details
Edit Service Details
Create Child Service
Resend Welcome Letter
Pro-Rate Service
Deactivate Service
Add Services
List Account Credits
Edit Account Credit
Apply Account Credit
Account Credit Details
Deactivate Account Credit
Add Account Credit
Billing/Invoicing
View Invoices
Invoice Payment History
Marking a Payment
Send Invoice Now
Add/Edit Credit Card
Account Management
E-mail Client
Submit Support Ticket
Client Login Options
Comments
List Comments
Add Comment
Reports
List Reports
Event Log
Mail Log
Ledger Events
Payments Received
Refunds
Charge Queue
Charge Log
Support Manager
Overview
Departments Menu
Ticket List
View Ticket
Manage Ticket Timers
Responding to a Ticket
Outgoing Tickets
Ticket notices
Order Manager
Order Queues
Order Modules
Order Forms
Editing Order Forms
Rules
Check Box
Country
File Input
Header
Link
Summary
Password Input
Radio Button
Select Box
Signature Field
State/Province
Spacer
Static Text
Text Input Field
Text Area
Group Begin/End
Order Form Wizard
Example 1 - Generic Sale
Step 1: Service Creation
Step 2: Order Queue
Step 3: Order Form Wizard
Running through a sale
Example 2 - Dedicated Server
Step 1: Creating Custom Data Fields
Step 2: Service Creation
Step 3: Order Queue
Step 4: Order Form Wizard
Step 5: Advanced Editing
Rules
Running through a sale
Device Manager
Overview
Device Manager Dashboard
Device List
Add a New Device
Device Information
View Device
Edit Device
Add Address
Device Monitors
List Monitors
Add Monitor
Device Module Monitors
Device Comments
List Comments
Add Comment
Reports & Stats
Global Reports
Global Event Log
Admin User Log
Global Mail Log
Client Manager
Aged Invoices
Invoice/Renewal Schedule
Charge Queue Manager
Charge Log
Charge History
Service Statistics
Payments Received
Refunds
Service Status
Support Manager
Department Statistics
Support Staff Statistics
Received Ticket History
Setup & Admin
Global Settings
Company Identity
User Management
Add/Edit User
Date Formatting
Currency
Manage Brands
Add/Edit Brand
Export Data
Client Manager Settings
General Settings
Manage Service Plans
Add/Edit Service Plan
Copy Service Plans
Service Modules
Credit Card Options
Payment Processing Options
Manage Taxes Rates
Credit Expiration Notices
Invoice Configuration
Invoice Notices
Client Communications
Custom Client Data Fields
Add/Edit Custom Data Field
Client Viewable Metadata
Metadata Groups
Custom Service Data Fields
Add/Edit Custom Data Field
Client Viewable Metadata (COPY)
Metadata Groups (COPY)
Support Manager Settings
General Settings
Email Addresses
Manage Departments
Add/Edit Department
Manage Filters
Add/Edit Filter
Support Templates
Add/Edit Template
Device Manager Settings
Device Manager General Settings
Locations
Location Overview
Add/Edit Facility
Add/Edit Zone
Manage Zone
Add/Edit Cage
Add/Edit Row
Add/Edit Rack
Device Types
Add/Edit Device Type Group
Add/Edit Device Type
Device Types and Groups
Device Modules
Bandwidth Monitoring
Environmental Monitoring
PDU Information
Remote Reboot
Switch Information
Monitors
Add/Edit Monitor Type
IP & Networks
Custom Device Data Fields
Add/Edit Custom Data Field
User Preferences
Change your password
Support Manager Preferences
Personal Information
Wizards
Welcome to ubersmith Wizard
5.0 Legacy Order Form Wizard
Create/Edit Order Form
Order Form API
Overview
API Login and Password
Functions
Add a Client
Add a Service
Add credit card info
Add an account credit
Export Data
Delete a Client
Deactivate a Service
Deactivate an Account Credit
Validate Client's Login Info
Edit a Client
Edit a Service
Generate an Invoice
Get a specific invoice
Get the client's stored credit card info
Get a list of the client's authorized contacts
Get a list of the client's account credits
Get a client's stored contact info
Get a list of the client's services
Get a list of available service plans
Get the id number of the newest client
Get a list of a client's invoices
Send a welcome letter
Submit a support ticket
Get a list of support tickets
Check if a user exists
Set a client custom field
Set a service custom field
Access the event log
Access the mail log
Get a specific email from the mail log
Post a staff response to a ticket
Edit the details of a support ticket
Get a list of departments in the support manager
Get a count of the number of tickets in the support manager
Verify an admin's api access.
Post a client's response to a support ticket
Get the contents of the message board
Get a count of the number of active clients in the client manager
Set a client's login and/or password
Pro-rate a service.
Retrieve basic minidash statistics
Retrieve detailed minidash statistics
Look up a client record
Get the full details of a service plan in XML
Logging Out
Glossary
Orange Action Bar
General
Moving your Ubersmith Install
Forcing HTTPS Redicrect
Parsing HTML in Ubersmith
PDF Generation
Token Issues

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