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 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
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: Simple vs Advanced
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
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- February 2024 - Archived Release Notes
February 2024 - Archived Release Notes
Updated by Kristen Fiddes
02/27/2024 19:31 CST
Bug Fixes
- Fixed an issue where autopay could run before all transactions were applied to an invoice
- Fixed an issue where an invoice could be automatically emailed or mailed before all transactions were applied
- Fixed an issue where Discount Credits would not include the tax transaction when using Avalara
- Fixed an issue where Avalara taxes were not calculated before late fees were applied to an invoice
- Fixed an issue preventing invoices created before January 26th from being emailed
- Fixed an issue where the account data usage percentage did not include rollover bytes, if any, in the calculation
02/22/2024 23:34 CST
Improvements
- Introduced additional options to the Create Job Type modal to provide more granular ticket workflows
To view this change, please refer to our updated knowledge base documentation here. - Added a Processor Status section for sonarPay payments that will reflect the progress with the payment processing
- Introduced support for Calix versions 23.3 through to 24.1
- Renamed the following triggers:
- "An automatic payment failed" is now "A payment failed"
- "An automatic payment succeeded" is now "A payment succeeded"
Bug Fixes
- Fixed an issue causing Option 82 IP Assignments to remain present after a DHCP lease had expired
- Fixed an issue causing one-time transactions of $0 to still display on invoices when "Display on invoice if amount is zero" was disabled
- Fixed an issue where an invoice could be manually sent before all transactions were applied
- Fixed an issue causing the Serviceable Address table filters to not persist
- Fixed an issue where some sonarPay failed payment messages sent multiple times for a single failure
02/20/2024 19:09 CST
Improvements
- Returned sonarPay payments will trigger a "Payment Failed" message
- The following triggered message APIs have been changed:
autopay_success
is nowpayment_success
autopay_failure
is nowpayment_failure
02/15/2024 18:56 CST
Improvements
- Expanded how many service mappings can be configured with the Calix integration
- Introduced the following new webhooks:
AccountCalixServiceDetail
AccountEvent
CallLog
Credit
InventoryItemEvent
Invoice
PurchaseOrder
PurchaseOrderItem
ScheduledEvent
ScheduledEventAccountVoiceServiceDetail
Vendor
VendorItem
Bug Fixes
- Implemented a fix to solve instances where some special characters in account names would prevent an account from syncing with the Calix integration
02/14/2024 03:23 CST
New Features
- We’ve released our Anchor & Linked Serviceable Addresses feature, an innovative tool that allows for precise and efficient management of service locations. This deployment includes the following features:
- Link together service locations as Anchor and Linked Serviceable Addresses; ideal for multi-dwelling units, satellite offices, and wholesale solutions
- With the bulk record creation tool, create multiple Linked Services Locations and associated Shell Accounts in one workflow
- Split billing between Anchor & Linked Serviceable Addresses using the new Subsidy feature
- Define unique service catalogs to be enforced on accounts with Linked Addresses
- New delinquency automation; you’re able to disable service on Linked Accounts when an Anchor Account falls delinquent
- Define billing defaults at an address level so that when an account is associated with a Linked Address, it will inherit the billing parameters of the Anchor
- Link together service locations as Anchor and Linked Serviceable Addresses; ideal for multi-dwelling units, satellite offices, and wholesale solutions
02/08/2024 18:58 CST
Bug Fixes
- Fixed an issue causing the creation of new accounts/contacts to fail
02/07/2024 01:47 CST
New Features
- We've expanded our SMS feature to include the functionality to send Triggered or Mass Messages to customers. This release includes the following:
- Define which phone number types are SMS capable, and opt customers in/out
- Utilize quiet hours to prevent Triggered Messages sending via SMS within a specified timeframe
- Configure department-specific SMS signatures