Accounts

Account Types: Overview & Example Use Cases

Account types are used to categorize accounts based on common customer or business types. This article describes how to create account types, as well as why this is useful from a billing perspective.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Account Statuses: Overview & Example Use Cases

In this article, we review account statuses, which allow you to control the activation and organization of an account.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Account Management View: Overview

The account view screen is home to both current and historical information about the account and allows you to perform a variety of actions against an account. This article details all of the information and actions that are available from within this screen and how you can interact with it.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Scheduled Events: Overview & Use Cases

Scheduled events are actions that you can automate within Sonar to have some sort of change occur automatically at a later date. They are configured individually per account and can be utilized to help make your normal processes more efficient.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Notes & Tasks: Best Practices & Use Cases

Notes and tasks allow you to keep all employees on the same page with account related information and help to prevent any necessary tasks from being overlooked. This document contains details on each feature as well as the how-to's of setting them both up.

Updated

Child Accounts: Best Practices & How Tos

Child accounts allow you to connect one or more accounts within Sonar, in a parent-child style relationship. This affects account transactions, invoices, and also comes with additional considerations with the account billing parameters that should be reviewed prior to using this functionality.

Jennifer Trower
Updated by Jennifer Trower

Disconnecting an Account

Deletion of accounts is not supported within Sonar, however you can disconnect an account. This article provides the how-to for disconnecting accounts, as well as the results that this action has.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Understanding the Affordable Connectivity Program

This article provides an overview of what the Affordable Connectivity Program is and how you can utilize your Sonar instance to integrate the program with your business.

Kristen Fiddes
Updated by Kristen Fiddes

FCC Broadband Data Collection (BDC) Filings: How Sonar Can Help

This document provides details on how Sonar can assist with the FCC Broadband Data Collection (BDC) Filings.

Rick Seemann
Updated by Rick Seemann

Account List View: Overview

This article provides an overview of the information and features available from the account list view within Sonar.

Updated

Specify Account ID upon Creation

This article guides you through the process of specifying the account ID for newly created accounts.

Updated

Lead Intake Form Processing

This article provides details on how you can use the Sonar API for lead intake form processing.

Updated

Account Groups: Overview & Example Use Cases

This article provides information on account groups: what they are, how to create them, and examples of how they can be used.

Updated

Using Sonar's FCC Broadband Label Generation Tool

This article will guide you through how to create FCC Broadband Labels from Sonar.

Jennifer Trower
Updated by Jennifer Trower

CPUC Fixed Broadband Deployment by Address

This article provides information on how Sonar can help customers with their CPUC reporting needs.

Updated

Anchor & Linked Serviceable Addresses: Overview and Best Practices

This article will walk you through the Anchor and Linked Serviceable Addresses feature available in your Sonar instance, which provides a way to identify and connect addresses.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Serviceable Addresses: Overview and Usage

This article will take you through the process of creating a new serviceable address, and explain its usage and some of its limitations.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

FCC Data Exports: General Overview and Usage

This article will provide background on the FCC Data Export tool, as well as instructions on how to generate Broadband Data Collection Report-related data within Sonar.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

Creating a New Account

This article provides an example of what account creation looks like in Sonar, and serves as a rough step-by-step guide to creating an account in your own instance.

Mitchell Paul-Soumis
Updated by Mitchell Paul-Soumis

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