Our Products & Services
Getting Started
First Time Setup
Getting Started With Jobs
Getting Started with Accounts
Getting Started with Inventory
Getting Started with Ticketing
Setting Sonar up for Billing
Baseline Configuration
How To: Using Sonar's Customer Portal
User Specific Resources
Accounts
Account Groups: Overview & Example Use Cases
Account List View: Overview
Account Management View: Overview
Account Overview Customization
Account Statuses: Overview & Example Use Cases
Account Types: Overview & Example Use Cases
Anchor & Linked Serviceable Addresses: Overview and Best Practices
CPUC Fixed Broadband Deployment by Address
Child Accounts: Best Practices & How Tos
Creating a New Account
Disconnecting an Account
FCC Broadband Data Collection (BDC) Filings: How Sonar Can Help
FCC Data Exports: General Overview and Usage
Future Serviceable Addresses: Overview
Lead Intake Form Processing
Notes & Tasks: Best Practices & Use Cases
Scheduled Events: Overview & Use Cases
Serviceable Addresses: Overview and Usage
Specify Account ID upon Creation
Understanding the Affordable Connectivity Program
Using Sonar's FCC Broadband Label Generation Tool
Billing
ACH Batching: Overview
Accounts in Vacation Mode
Avalara: Overview & Setup
Batch Payments & Deposit Slips: Overview
Billing Calculator
Billing Defaults
Billing Settings
Building Packages
Building a Data Service
Canadian ACH tool
Changing Service Pricing in Sonar: Best Practices
Considerations When Using Avalara with Voice Services
Creating Discounts for Services and Packages
Delinquency Billing Best Practices
Delinquency Exclusions: Overview and Use Cases
Email Invoice Batch: Overview
General Ledger Codes: Overview
General Transactions: Best Practices
How Sonar Prorates Billing
How to Take Bank Account Payments
How to: Adding a Service to an Account
Invoice Templates: Overview
Leveraging PayPal as a Payment Method in Sonar
Manual Transactions
Multi-Month Billing & Multi-Month Services
Print to Mail
Printed Invoice Batches: Overview
Services: Overview
Setting Up Payment Methods and Taking Payments
Setting up Bank Account & Credit Card Processors
Taxes Setup
Usage Based Billing Policies: Overview and Usage
Usage Based Billing Policy Free Periods: Overview and Usage
Using Tax Exemptions - How To
Communication
Call Logs: General Best Practices
Communication Tools: Overview
Email Variables & Conditions
Message Categories: Overview & Use Cases
Phone Number Types: Overview and Use Cases
Saved Messages: Overview
Setting up an Outbound Email Domain
Trigger Explanations
Triggered Messages: Setup
Using Outbound SMS
Using the Mass Message Tool
Companies
How to: Setting Up a Company in Sonar
Managing Multiple Companies in Sonar: Best Practices
Rebranding your Sonar Instance
Financial
Contract Templates
Invoice Attachment Use Cases & PDF Examples
Invoice Messages: Overview & Use Cases
Invoices in Sonar: Examples, Creation & Contents
Integrations
Calix SMx Integration: Overview
CrowdFiber Integration
External Marketing Providers
GPS Tracking Providers: Overview
GoCardless Integration: Overview & Setup
How to Connect Cambium to your Sonar Instance
How to Connect Preseem to your Sonar System
How to: Using Webhooks in Sonar
RemoteWinBox - Integration with Sonar
The Sonar Field Tech App
Tower Coverage Integration: Overview
Vetro FiberMap Integration: Overview
Webhooks in Sonar: Basic PHP Example
iCalendar Integration
Inventory
Inventory List View: Overview
Inventory Model Management: General Overview
Setup of Inventory: Manufacturers, Categories, and Assignees
Tracking and Using Consumable Inventory
Jobs
Applying Task Templates to Jobs
Edit Job Options
Example Jobs & Templates
Geofences: Overview
Job Types: Best Practices
Jobs and Scheduling: Overview
Scheduling How-to: Creating and Booking a Job
Scheduling Week View: Overview
Setting Up Schedules General Overview
Mapping
Misc.
Combining Custom Fields & Task Templates for Information Storage
Custom Fields Overview & Use Cases
Custom Links: Overview
Task Templates Overview & Use Cases
Monitoring
Building Alerting Rotations
Building a Monitoring Template
Poller Troubleshooting
Pollers: General Overview, Deployment Strategy, Build Out & Setup
Networking
Assigning RADIUS Addresses
Assigning an IP Address Using Sonar's IPAM: How to
Automating IP Assignments, Data Rates, and Network Access in Sonar
Building Address Lists
Building RADIUS Groups
Building a Device Mapper
Cable Modem Provisioning
Controlling Customer Speeds with Sonar: General Overview
DHCP Delivery
Data Usage Available Methods
Finding your OIDs
How Sonar Communicates - Egress IPs Explained
IP Assignments & Sonar
IPAM: Basic Setup
IPAM: Overview
LTE Integration
MikroTik as an Inline Device: Integration With Sonar
MikroTik: Controlling Access
MikroTik: Controlling Speeds
MikroTik: Setting Up a Sonar Controlled DHCP Server
Netflow Integration: Overview
Network Dashboard: Overview
Network Sites: Management View Overview
PacketLogic: Integration With Sonar
Pulse, Polling, and PHP
RADIUS: Build-Out & Integration with Sonar
RADIUS: Building Reply Attributes
Setting Up CoA Proxy
Sonar Flow
Sonar IP Addressing
Using Multiple Network Devices in Sonar
Purchase Orders
Release Notes
Reporting
Enhanced Business Intelligence - Tips & Tricks for Advanced Users
How To Enhance Your Reporting With Custom Field Data
Report Licenses
Sonar's Business Intelligence: Overview
Understanding Sonar Reports
Security
Application Firewall: General Overview and Best Practices
Auth0: Overview
Multi-Factor Authentication: Overview
Password Policy In Depth
Removing a Terminated Employee In Sonar
Role Creation using GraphiQL
User Role Creation & Best Practices
Users: Overview
Sonar Billing
sonarPay
sonarPay Chargebacks & Disputes: Overview
sonarPay Disbursements: Overview
sonarPay Overview
sonarPay Reversals, Voids, & Refunds: Overview
sonarPay: Token Migration Process
System
A Deeper Dive into the New Sonar API
API Calls Using Third Party Applications: Personal Access Tokens
Browser Compatibility and Minimum Hardware Requirements for Sonar
Consuming the Sonar API
Controlling Your Landing Page: Personal Preferences
Customizing Your Customer Portal
Date/Time Picker: Overview
Dynamic Time Zones in Sonar
Filtering: Overview
Frequently Used Terms
Getting Your Data into Sonar
How To Use GraphiQL to Understand the Sonar API
How Your Data is Backed Up
How to Best Use Global Search
Interacting with Files via the API
Introducing the New Sidebar
Mutations in the Sonar API
Notification Preferences
REST API Wrappers for V1 Compatibility
SMS Notifications
Sonar's Rich Text Editor
System Settings: Overview
The New Sonar API
Troubleshooting the Customer Portal
Upgrading your Ubuntu OS - Customer Portal Upgrades
User Profile: Your Personal User Settings
Ticketing
Advanced Ticketing Features
Canned Replies Examples & Templates
Canned Reply Categories
Exploring Ticket Groups
How to Integrate Inbound Mailboxes with Slack
Inbound Mailboxes Example Build
Ticket Categories Best Practices & Example Build
Ticketing: Overview
Using Parent Tickets
Voice
API Changes for Voice Billing
Best Practices to Remain CPNI Compliant
Billing Voice Services in Sonar
Deploying Voice Services in Sonar
Working With the Sonar Team & Additional Resources
Sonar's Security Practices & Certifications
CyberSecure Canada Certification
Sonar and General Data Protection Regulation (GDPR)
Sonar's Security Strategies
Technical Security Overview
Best Practices for Fast Tracking a Support Request
Feedback Portal / Suggest a Feature
Learning with Sonar: Tools and Resources
New Client Training Overview
Sonar Casts Table of Contents
Submitting Bugs vs. Feature Requests
The Sonar Community Forum
The Sonar Status Page
Third Party Customer Support Referrals
Table of Contents
- All Categories
- Accounts
- Account List View: Overview
Account List View: Overview
Read Time: 4 mins
The Account list view in Sonar is the first screen you will see when navigating into your Sonar instance and can be accessed by clicking "Accounts" from the left side panel, underneath the Financial header. Every account in your Sonar instance will be displayed here, along with key details for the account, and different actions you can take. An overview of the information and features available from this screen is provided below.
- Filter Panel: This top panel houses the different filters that can be applied, as well as a text-based search bar, to drill down and limit the accounts list to only what you are interested in viewing. Through the Simple/Advanced toggle, you can switch between the simple filters (what is shown in the image above) and the advanced filters, depending on the search you are performing. For a more in-depth look at using simple and advanced filters, take a look at our Filtering: Simple vs Advanced article.
- Overview Column: Key details for the account are displayed within this column, and each item is discussed below.To help illustrate where these items can be found, the corresponding item for the example in the above image will be provided within brackets () below as well.
- Name of the account (Peter Parent) - clicking the name will open the account, while clicking the arrow at the end of the row opens a sidebar window that contains additional details for the account.
The name of the account is not necessarily the same as the name of the primary contact for the account.- Account status (Active) - clicking here will open the Edit Account window, where you can modify the account details.
- Account type (Residential) - clicking on the account type will open the Edit Account window, where you can modify the account details.
- Any groups the account belongs to (Legacy Customers) - clicking here will open the Edit Account window, where you can modify the account details.
- Account ID (#1) - The ID number of the account.
- Company that the account is associated with (Westlake Wireless) - Details on the company are available by opening the sidebar.
- Contact Information Column: This column will display information for the primary contact of the account, as indicated by the 'Primary' label next to the contact name. The role of the contact is provided within brackets, beside the contact's name. The primary contact's email address is also displayed, directly above the contact's customer portal username (if the customer portal is enabled), and any available phone numbers will be listed along with the type of phone number it is (mobile, work, or home). Clicking the arrow at the end of the row will open a sidebar, with further details about the contact.The phone numbers displayed in this column have click-to-call functionality, so you can quickly call the contact without navigating away from the page.
- Serviceable Address: The serviceable address that the account is associated with is displayed here.
- Next Bill Date Column: Here you can view the next bill date for the account, which might differ between customers depending on how you have configured your billing parameters.
- Counts Column: The "counts" column displays 4 different items that can be associated with the account, along with the totals of each. From left to right these items are:
- Tasks: The total number of incomplete tasks on the account.
- Jobs: The total number of jobs that have not yet been completed for the account (i.e. jobs that have not yet been scheduled, are scheduled, or in progress).
- Notes: The total number of notes on the account.
- Accounts: The total number of child accounts that this particular account is linked to.
Hovering over each of the icons within the Counts column will display the item's label. - Edit Menu: Clicking "Edit" will open the Edit Account window, where you can modify the account's details; clicking the downwards arrow next to "Edit" will provide you with additional actions you can take on the account, such as adding a call log, moving an IP assignment, disconnecting the account, or linking a parent account.
- Mass Email: By clicking the "Mass Email" button you will be brought into the Mass Email screen where you can send out a customized email to all, or a subset of, your customers. To learn more about the mass email feature you can review our Using the Mass Email Tool article here.
- Call Logs: The call logs screen, which contains all call logs across your instance, can be accessed by clicking the "Call Logs" button here. For more information on using call logs, take a look at our Call Logs: General Best Practices article.
- Create Account: Clicking this button will open the Create Account window where you can fill out the details to make a new account in your instance. From within this window, once you click "Create", you will automatically be navigated into that account's management page.