Our Products & Services
Getting Started
First Time Setup
Getting Started With Jobs
Getting Started with Ticketing
Setting Sonar up for Billing
Getting Started with Accounts
Getting Started with Inventory
Baseline Configuration
User Specific Resources
How To: Using Sonar's Customer Portal
Accounts
Account Types: Overview & Example Use Cases
Account Statuses: Overview & Example Use Cases
Account Management View: Overview
Scheduled Events: Overview & Use Cases
Notes & Tasks: Best Practices & Use Cases
Child Accounts: Best Practices & How Tos
Disconnecting an Account
Understanding the Affordable Connectivity Program
FCC Broadband Data Collection (BDC) Filings: How Sonar Can Help
Account List View: Overview
Specify Account ID upon Creation
Lead Intake Form Processing
Account Groups: Overview & Example Use Cases
CPUC Fixed Broadband Deployment by Address
Anchor & Linked Serviceable Addresses: Overview and Best Practices
Serviceable Addresses: Overview and Usage
FCC Data Exports: General Overview and Usage
Creating a New Account
Billing
Setting up Bank Account & Credit Card Processors
Billing Settings
Billing Defaults
Taxes Setup
General Ledger Codes: Overview
Services: Overview
Building a Data Service
Building Packages
Delinquency Billing Best Practices
Accounts in Vacation Mode
Batch Payments & Deposit Slips: Overview
Creating Discounts for Services and Packages
Setting Up Payment Methods and Taking Payments
Canadian ACH tool
Printed Invoice Batches: Overview
Delinquency Exclusions: Overview and Use Cases
Multi-Month Billing & Multi-Month Services
How to Take Bank Account Payments
Email Invoice Batch: Overview
Manual Transactions
ACH Batching: Overview
Billing Calculator
General Transactions: Best Practices
How Sonar Prorates Billing
Usage Based Billing Policies: Overview and Usage
How to: Adding a Service to an Account
Usage Based Billing Policy Free Periods: Overview and Usage
Using Tax Exemptions - How To
Avalara: Overview & Setup
Print to Mail
Communication
Setting up an Outbound Email Domain
Triggered Messages: Setup
Call Logs: General Best Practices
Using the Mass Message Tool
Saved Messages: Overview
Message Categories: Overview & Use Cases
Phone Number Types: Overview and Use Cases
Using Outbound SMS
Email Variables & Conditions
Communication Tools: Overview
Trigger Explanations
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 Integration: Overview
GPS Tracking Providers: Overview
Webhooks in Sonar: Basic PHP Example
Integrating with Calix Service Cloud
How to Connect Cambium to your Sonar Instance
iCalendar Integration
RemoteWinBox - Integration with Sonar
External Marketing Providers
The Sonar Field Tech App
How to Connect Preseem to your Sonar System
Tower Coverage Integration: Overview
GoCardless Integration: Overview & Setup
Vetro FiberMap Integration: Overview
How to: Using Webhooks in Sonar
CrowdFiber Integration
Inventory
Setup of Inventory: Manufacturers, Categories, and Assignees
Inventory List View: Overview
Inventory Model Management: General Overview
Tracking and Using Consumable Inventory
Jobs
Job Types: Best Practices
Setting Up Schedules General Overview
Applying Task Templates to Jobs
Scheduling Week View: Overview
Example Jobs & Templates
Scheduling How-to: Creating and Booking a Job
Geofences: Overview
Edit Job Options
Jobs and Scheduling: Overview
Mapping
Misc.
Monitoring
Building a Monitoring Template
Pollers: General Overview, Deployment Strategy, Build Out & Setup
Building Alerting Rotations
Poller Troubleshooting
Networking
IP Assignments & Sonar
MikroTik: Setting Up a Sonar Controlled DHCP Server
IPAM: Basic Setup
MikroTik as an Inline Device: Integration With Sonar
MikroTik: Controlling Speeds
MikroTik: Controlling Access
PacketLogic: Integration With Sonar
Setting Up CoA Proxy
RADIUS: Building Reply Attributes
Data Usage Available Methods
Pulse, Polling, and PHP
Using Multiple Network Devices in Sonar
IPAM: Overview
Cable Modem Provisioning
LTE Integration
Assigning RADIUS Addresses
Controlling Customer Speeds with Sonar: General Overview
Sonar Flow
RADIUS: Build-Out & Integration with Sonar
Network Dashboard: Overview
Being Cloud Native
Netflow Integration: Overview
Building a Device Mapper
Sonar IP Addressing
Automating IP Assignments, Data Rates, and Network Access in Sonar
DHCP Delivery
Assigning an IP Address Using Sonar's IPAM: How to
Network Sites: Management View Overview
Building RADIUS Groups
Building Address Lists
Finding your OIDs
Purchase Orders
Release Notes
Reporting
Understanding Sonar Reports
How To Enhance Your Reporting With Custom Field Data
Report Licenses
Enhanced Business Intelligence - Tips & Tricks for Advanced Users
Sonar's Business Intelligence: Overview
Security
User Role Creation & Best Practices
Removing a Terminated Employee In Sonar
Password Policy In Depth
Application Firewall: General Overview and Best Practices
Auth0: Overview
Users: Overview
Role Creation using GraphiQL
Sonar Billing
sonarPay
sonarPay Disbursements: Overview
sonarPay Overview
sonarPay: Token Migration Process
sonarPay Chargebacks & Disputes: Overview
System
How to Best Use Global Search
How Your Data is Backed Up
How To Use GraphiQL to Understand the Sonar API
Frequently Used Terms
Sonar's Rich Text Editor
Mutations in the Sonar API
Notification Preferences
API Calls Using Third Party Applications: Personal Access Tokens
Date/Time Picker: Overview
The New Sonar API
Introducing the New Sidebar
Upgrading your Ubuntu OS - Customer Portal Upgrades
A Deeper Dive into the New Sonar API
Consuming the Sonar API
Filtering: Simple vs Advanced
Browser Compatibility and Minimum Hardware Requirements for Sonar
REST API Wrappers for V1 Compatibility
User Profile: Your Personal User Settings
SMS Notifications
Dynamic Time Zones in Sonar
System Settings: Overview
Troubleshooting the Customer Portal
Controlling Your Landing Page: Personal Preferences
Interacting with Files via the API
Getting Your Data into Sonar
Customizing Your Customer Portal
Ticketing
Ticketing: Overview
Canned Replies Examples & Templates
Canned Reply Categories
Inbound Mailboxes Example Build
Ticket Categories Best Practices & Example Build
Exploring Ticket Groups
Using Parent Tickets
How to Integrate Inbound Mailboxes with Slack
Advanced Ticketing Features
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
Sonar and General Data Protection Regulation (GDPR)
Technical Security Overview
CyberSecure Canada Certification
Sonar's Security Strategies
Best Practices for Fast Tracking a Support Request
How Sonar Bills Your Instance
The Sonar Status Page
The Sonar Community Forum
Feedback Portal / Suggest a Feature
Sonar Casts Table of Contents
How to Request Termination of your Sonar Instance
Submitting Bugs vs. Feature Requests
Third Party Customer Support Referrals
New Client Training Overview
Learning with Sonar: Tools and Resources
Table of Contents
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- December 2022 - Archived Release Notes
December 2022 - Archived Release Notes
Updated by Mitchell Paul-Soumis
Update 12/15/2022 20:22 CST
Bug Fixes
- Fixed an issue where triggered emails for failed automatic payments were not being sent when using Stripe as the credit card processor
- Fixed an issue where tools that perform GraphQL introspection, such as the Importer Tool, would error and flag a mutation input that required no fields; the UpdateCalendarIcalToken mutation now requires no input
Update 12/08/2022 21:31 CST
New Features
- Added the ability to sync your Sonar calendar to an external calendar through an iCalendar feed. This will sync scheduled jobs, schedule blockers, and schedule time off to any external calendar that supports an iCalendar integration such as Google, Office 365, or iOS calendars.
To learn more about the calendar integration, please refer to Sonars knowledge base here: iCalendar Integration
Improvements
- The first automatic response a customer receives upon ticket creation will now include the associated ticket number in the subject line
- Users are now required when creating a Schedule Time Off
- The associated account number will now be sent to IPPay in the User Defined Field 2 (UD2) for bank account transactions
Bug Fixes
- Fixed an issue with a misleading error message when attempting to delete a Bank Account Processor that has been associated to any bank accounts
- Fixed an issue where the time would not remain on the screen when scrolling down the technician list in Scheduling Dispatcher view
Update 12/07/2022 17:59 CST
Bug Fixes
- Fixed a layout issue affecting the Reports section and the side menu
Update 12/06/2022 21:19 CST
New Features
- Sonar has consolidated communication related tools and configurations under one section aptly titled “Communication Tools”! This section provides the new ability to view all outgoing customer communication at an instance level, as well as offering the ability to create mass messages and set triggered messages for future actions, along with providing access to configure related items such as saved messages and saved message categories.
To learn more about the new Communication Tools section, please refer to Sonars knowledge base article: Communication Tools: Overview
Bug Fixes
- Fixed an issue where the application may become unresponsive when attempting to search against custom field options that contained duplicate options
- Fixed an issue where the thumbnail in the Companies table and the sidebar image would not reflect the correct logo after updating a Company logo
- Fixed an issue where only Super Admins were given the option to override job scheduling violations. Users with the proper permission ("Update a job skipping validation”) will now be given the option to override violations
- Fixed an issue where the period start and period end for entered Data Usages were being saved in the system time rather than UTC time
- Fixed an issue where the label for the time zone simple filter was missing in the Serviceable Addresses table
- Fixed an issue where the new Week View in scheduling would not work when the date format in System Settings was anything other than YYYY-MM-DD
- Fixed an issue where the sidebar icon would appear in the ‘users here’ section incorrectly overlapping UI features
- Fixed an issue where the sidebar icon was not displaying a proper hover tooltip
Update 12/05/2022 19:54 CST
New Features
- Added the ability to leverage Google and Microsoft as Identity Providers through Auth0. When enabled, users can log in via Single Sign-On (SSO) using Google or Microsoft credentials rather than their Sonar username and password.
To read more about this new feature, please refer to Sonars knowledge base article: Auth0: Overview