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
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
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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- January 2023 - Archived Release Notes
January 2023 - Archived Release Notes
Updated by Mitchell Paul-Soumis
01/26/2023 18:38 CST
New Features
- Additional options are now included when editing a Job in Sonar. The Assignee and Job Type are now able to be adjusted when editing a Job, as well as the creation of a Note.
To learn more about the Edit Job options, please refer to Sonars knowledge base here: Edit Job Options
01/24/2023 18:44 CST
Improvements
- Added the ability to create anchor text within the text editor
- Updated the technician filters in Scheduling Dispatch View and Week View to only filter against Schedule Availabilities that apply to the day or week currently in view
Bug Fixes
- Fixed an issue in the Batch Payment Entry tool where the Payment Transaction ID input field for PayPal payments was the incorrect input type
- Added a limit to the size of an Invoice Attachment (20MB) to prevent issues with emails being delivered
- Fixed an issue where the Tax input fields were not appearing for users with the proper permissions when creating or editing services
01/19/2023 18:17 CST
Improvements
- FCC Data Exports no longer require a Data Service in order to be created; a data export can now be created with only Voice Services selected
Bug Fixes
- Fixed an issue where some report data was not always reflecting the latest version of a record after a sync
01/17/2023 19:04 CST
Improvements
- Global Search will now search against Custom Field data and Ticket subjects
- Updated the wording of the “Generate Invoice On Account When First Activated” option in Settings > Billing > Billing Settings to “Generate Invoice On Initial Activation Of Account” to better reflect the functionality
- Added +/- indicators to the amount column for Tax Transactions in the Accounts > Billing > Transactions table to help differentiate Credit and Debit transactions
- Improved the consistency of report data synchronization
Bug Fixes
- Removed the ability to delete a Serviceable Address from an account page
- Fixed an issue where the Edit and drop-down options for a service were not accessible in Accounts > Billing > Services & Packages when the account service name was too long
- Fixed an issue where the label for “All Public Views” was incorrect in the All Saved Views modal accessed through the “Select View” option found in any table with Simple and Advanced filters
- Fixed an issue where users with only the “View Account Reports” permission could not access Reports
01/10/2023 19:37 CST
Improvements
- Added the ability to resend unsigned contracts
- Added a warning when attempting to delete a Voice Provider to advise that this action will also remove all associated Voice Provider Rates
- Added Time Zone as an Advanced Filter option for the Address entity
- Added Mass Message variables to the Saved Message editor
- Unified labeling in the Communication Tools section
- Reenabled the creation of Call Detail Record imports
Bug Fixes
- Fixed an issue with the word “due” appearing for some notifications related to tasks that did not have a due date
- Fixed an issue where the Total Balance value on an account was not including taxes from uninvoiced transactions
- Fixed an issue with an Unexpected Error message occurring when attempting to create a new Purchase Order where the total taxes exceeded 21,474,836.47
- Fixed an issue with the Time Zone Simple Filter in the Settings > Accounts > Serviceable Addresses table causing an error
Update 01/05/2023 21:21 CST
New Features
- Introduced a user preference setting, found under the User Profile page, that allows users to choose their preferred landing page that is loaded when first logging in to, or opening a new tab, of Sonar
- To learn more about this new option, please refer to Sonars knowledge base here: Controlling Your Landing Page: Personal Preferences
Improvements
- Redesigned the layout of the User Profile page, which is accessed through the avatar icon in the top-right corner of the Sonar instance
Update 01/03/2023 20:08 CST
Improvements
- Updated Day selection lists to display sequentially as opposed to alphabetically
- The options list in Settings is now independently scrollable from the main page
- Updates to Role permissions to alleviate confusion around what they control
- Added Read Access Log permission and renamed the label to 'Read View History'
- Users with this permission will be able to see the View History on an Account
- Renamed “View all timeseries data” to 'View data usage and device statistics'
- Added Read Access Log permission and renamed the label to 'Read View History'
- Updated the ‘Service’ label in the Settings > Usage Based Billing Policies table to ‘Overage Service’
Bug Fixes
- Updated the processing of the Next Recurring Charge on an account to alleviate issues with an incorrect amount when recalculating after adding packages and/or services
- Fixed an issue with importing duplicate radius session histories from FreeRadius
- Fixed an issue with Autobuy processing for Sonar service credits that would occur when there were multiple instances of Sonar
- Fixed an issue where a users email address could be updated to an email address already in use
- Fixed an issue where completed Scheduled Events could be deleted
- Fixed an issue where the Amount value in the Voice Provider Rates table was displaying incorrectly
- Fixed an issue with timestamp display in the conversation history on a ticket
- Fixed an issue with payments to IPpay failing by adding support for another gateway