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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
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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- 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