X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Fdocs%2Fadmin.html;h=50beafe782ce1a98e25da3f075948b3329919364;hp=16d492095045ed2f7ac0d3f981a0ffd0ad192385;hb=bd4d69496e5e122cf65e246e9be95d1d8555e9f3;hpb=04ccbc0a0d5a09a8522427bcb278fa1b96826d74
diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html
index 16d492095..50beafe78 100755
--- 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.
Select Configuration from the main menu and update your configuration values.
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 View/Edit service
definitions and Add a new service definition with Table
svc_domain (and no modifiers).
@@ -34,12 +34,12 @@
After creating a new agent type, you must create an agent. Click on
View/Edit agents and Add a new agent.
- 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 View/Edit referrals and Add a new
- referral.
+ 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 View/Edit advertising
+ sources and Add a new advertising source.
Click on New Customer and create a new customer for your system
accounts with billing type Complimentary.
@@ -48,7 +48,7 @@
package you defined above.
From the Package View screen of the newly created package, choose
- (Add) to add the customer's service for this new package.
+ (Provision) to add the customer's service for this new package.
Add your own domain.
@@ -70,6 +70,12 @@
information for your locales by clicking on the View/Edit locales and tax
rates on the main menu.
+ If you would like Freeside to notify your customers when their credit
+ cards and other billing arrangements are about to expire, arrange for
+ freeside-expiration-alerter to be run daily by cron or similar
+ facility. The message it sends can be configured from the
+ Configuration choice of the main menu as alerter_template.
+