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 3 months ago 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 4 months ago by Mitchell Paul-Soumis

Account 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.

Morgan Wynnes
Updated 2 weeks ago by Morgan Wynnes

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.

Morgan Wynnes
Updated 4 weeks ago by Morgan Wynnes

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 tos of setting them both up.

Morgan Wynnes
Updated 1 day ago by Morgan Wynnes

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.

Morgan Wynnes
Updated 2 weeks ago by Morgan Wynnes

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.

Morgan Wynnes
Updated 1 month ago by Morgan Wynnes

Account List View: Overview

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

Morgan Wynnes
Updated 1 month ago by Morgan Wynnes

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 1 month ago by Mitchell Paul-Soumis

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