add history tables to field change upgrade instructions, add hints for pre-5.6 perl...

[freeside.git] / httemplate / docs / admin.html

diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html
index 16d4920..50beafe 100755 (executable)
--- a/httemplate/docs/admin.html
+++ b/httemplate/docs/admin.html
@@ -12,7 +12,7 @@
   "your_host" with the name or network address of your web server.
   <li>Select <u>Configuration</u> from the main menu and update your configuration values.
   <li>Next you must create a service definition.  An example of a service
-  definition would be a dial-up account or a domain.  For starters, it is
+  definition would be a dial-up account or a domain.  First, it is
   necessary to create a domain definition.  Click on <u>View/Edit service
   definitions</u> and <u>Add a new service definition</u> with <i>Table</i>
   <b>svc_domain</b> (and no modifiers).
@@ -34,12 +34,12 @@
   <li>After creating a new agent type, you must create an agent.  Click on
   <u>View/Edit agents</u> and <u>Add a new agent</u>.
 
-  <li>Set up at least one referral.  Referrals will help you keep track of how
-  effective your advertising is, by helping you keep track of where customers
-  heard of your service offerings.  You must create at least one referral.  If
-  you do not wish to use the referral functionality, simply create a single
-  referral only.  Click on <u>View/Edit referrals</u> and <u>Add a new
-  referral</u>.
+  <li>Set up at least one Advertising source.  Advertising sources will help
+  you keep track of how effective your advertising is, tracking where customers
+  heard of your service offerings.  You must create at least one advertising 
+  source.  If you do not wish to use the referral functionality, simply create
+  a single advertising source only.  Click on <u>View/Edit advertising
+  sources</u> and <u>Add a new advertising source</u>.
 
   <li>Click on <u>New Customer</u> and create a new customer for your system
   accounts with billing type <b>Complimentary</b>.  
@@ -48,7 +48,7 @@
   package you defined above.
 
   <li>From the Package View screen of the newly created package, choose
-  <u>(Add)</u> to add the customer's service for this new package.
+  <u>(Provision)</u> to add the customer's service for this new package.
 
   <li>Add your own domain.
 
@@ -70,6 +70,12 @@
   information for your locales by clicking on the <u>View/Edit locales and tax
   rates</b> on the main menu.
 
+  <li>If you would like Freeside to notify your customers when their credit
+  cards and other billing arrangements are about to expire, arrange for
+  <b>freeside-expiration-alerter</b> to be run daily by cron or similar
+  facility.  The message it sends can be configured from the
+  <u>Configuration</u> choice of the main menu as <u>alerter_template</u>.
+
 </ul>
 </body>
 </html>