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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- June 2023 Archived Release Notes
June 2023 Archived Release Notes
Updated by Mitchell Paul-Soumis
6/27/2023 21:18 CDT
Improvements
- Added descriptive messaging to the Delete Item form to explain what the action accomplishes
- Updated description text for the Avalara Client Profile ID field when creating an Avalara Tax Provider
Bug Fixes
- Fixed an issue with Custom Field selection lists that was preventing some options from being available when more than 50 options existed
- Fixed an issue with Advanced Filters not working properly when multiple values for the same property were applied
- Fixed an issue where the Customer Portal URL on a Company could not be cleared
6/20/2023 21:25 CDT
Improvements
- Updated Scheduling Week View to always display the user icons at the top when scrolling
- Added the ability to link Network Sites to Tickets through the Link Item option on a Ticket
Bug Fixes
- Fixed an issue with the notification count displaying an incorrect amount for unread notifications for some users
- Fixed an issue with an erroneous Edit option appearing in various locations next to Addresses
- Fixed an issue with the Calix integration where some items were not provisioning when the Profile ID field was not populated
- Updated webhook processing to alleviate an issue that was causing intermittent webhook failures
- Updated the Calix sync to retry failures when adding services
- Subscribing to a Ticket no longer changes the Last Modified sort order of tickets
- Fixed an issue where the Sent Emails table in Communication Tools was displaying an error and preventing the table from populating
6/13/2023 21:15 CDT
Improvements
- Added helper text to the Create Tax form when creating Geographical taxes
Bug Fixes
- Added validation to prevent duplicate transaction IDs for PayPal payments
- Fixed an issue with column alignment in the Billed Calls section of Invoices that is displayed when Call Detail Records are included
- Updated the label for the Option 82 function in System Settings to accurately reflect the functionality
- Fixed an issue that prevented Super Admin users from assigning a Ticket to a private group they were not a member of
6/08/2023 20:07 CDT
New Features
- Introduced the ability to Subscribe to Tickets. When subscribed to a Ticket, notifications will be sent based on notification preferences when a comment is left on a ticket, a reply is received, or a message is sent from the ticket. This feature release includes the following updates:
- Added the ability to Subscribe, and subsequently unsubscribe, to a Ticket
- Added a global Saved View ‘My Subscribed Tickets’ to the Tickets table to filter for all your subscribed Tickets
- Added a new ‘Subscribed Users’ section to the Ticket view
- Added a new ‘Subscriptions’ section to the User Profile to list all subscriptions
6/06/2023 20:07 CDT
Improvements
- Added the Inventory Model ID to the inventory tiles in the manage items view
- Updated Scheduling Week View to always present horizontal scrollbars at the bottom of each calendar day column, depending on the OS-level scrollbar visibility configuration
Bug Fixes
- Removed "CREDIT" as an option to select for the Application Type when creating a Voice service
- Fixed an issue where delinquency changes were not honoring the “Days to check delinquency” in billing settings
- Fixed issue where Purchase Order logs displayed in the sidebar were not displaying the correct currency for the price
- Fixed an issue where the price for an associated Inventory Item did not display the correct currency when viewing a Purchase Order Vendor
- Added validation to prevent setting the Digital Separator and the Decimal Separator to the same selection in System Settings
- Fixed an issue where selecting multiple items in a table would sometimes prevent interacting with the table elements behind the list of selected items
- Fixed an issue with the “Critical” label on tickets displaying incorrectly
- Fixed issues with the full Calix manual sync; improved reliability of the full Calix sync
- Fixed issues with errors occurring around inherited permissions where the inherited data point is null
- Fixed an issue where an error would occur in the browser console when navigating to an Account from a Ticket