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Getting Started
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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 SMx 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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- May 2023 - Archived Release Notes
May 2023 - Archived Release Notes
Updated by Kristen Fiddes
5/30/2023 20:34 CDT
Improvements
- Added the ability for Users to administrate both View and Editor level Report Licenses
Bug Fixes
- Fixed an issue where only Users with Super Admin permission could view aggregate value data in Reports.
- Fixed an issue where usage-based billing data was not visualized properly in the Account bar graph display.
- Removed the redundant Purchase Order Notification toggle from the User Profile
- Fixed an issue where Print to Mail batches of certain statuses could not be canceled
- Fixed an issue with the Vetro FiberMap Integration (currently in beta) that would prevent a successful initial sync under certain circumstances
5/26/2023 22:41 CDT
Bug Fixes
- Fixed an issue with Avalara tax calculations when the tax value returned is below 1/100th of a cent
- Fixed an issue that could on rare occasions cause print to mail batches to be incomplete
5/23/2023 22:23 CDT
Improvements
- Added FCC Technology Code 72, Licensed-by-Rule Terrestrial Fixed Wireless, to services and FCC reporting
- Updated Avalara Client ID and Client Profile ID to be mandatory when creating an Avalara Tax Provider
- Unified the button layout for the Scheduling view options
Bug Fixes
- Fixed an issue where Inbound Mailboxes would break after renaming an instance
- Fixed an issue where the Recipient field in the Sent Emails table under Communication Tools would not display a valid recipient for some records
- Fixed a typo in the warning message displayed in the Print to Mail Batches page when Print to Mail is not enabled
- Fixed an issue where Vehicle data was not displaying in the Map
- Fixed an issue where the disconnect account option was not available in some cases where it should have been
5/18/2023 19:59 CDT
New Features
- Added a Vetro FiberMap integration to allow those using Vetro's FiberMap product to manage their fiber projects to bring key data directly into Sonar – removing the need to bridge any gaps or manually duplicate data between the two platforms.
Note: This feature will not be made available to everyone at this time and instead will be on a limited basis for those beta testing it – for this reason, you should not see any changes to your Sonar environment.
To read more about this feature ahead of general release, please refer to our knowledge base documentation here.
5/16/2023 10:58 CDT
Improvements
- Updated the “A signed contract is emailed to a contact” triggered message to include a PDF attachment of the signed contract
- Removed “Contract Signing URL” from the list of variable options for the “A signed contract is emailed to a contact” triggered message
- Updated the “A receipt for payment” triggered message to include a PDF attachment of the receipt
- Updated Purchase Order Line Item amount to Int64 to allow values above 21,474,836.47
Bug Fixes
- Fixed an issue that would prevent editing an Account Service after the billing frequency of the base service was adjusted from multi-month to monthly
- Fixed an issue where the quantity for a Voice Service did not display properly on the Invoice when “Rollup Generic Parameters” was selected and the base service amount was $0
- Improved inbound mailbox processing to prevent blank/empty tickets
5/10/2023 19:18 CDT
Bug Fixes
- Fixed an issue that was preventing Debit transaction details from displaying
5/09/2023 19:44 CDT
Improvements
- Improved the layout of the Create button found in certain selector inputs, such as the Serviceable Address list when creating or editing an Account
- Added Account ID to the Name field for Credit Card and Bank Account payments processed through CardConnect
- Updated the terminology and added helper text to the Create and Edit RADIUS Group Reply Attribute modals
- Updated the Invoice remittance slip to include the Invoice Number, Customer Portal URL when applicable, and the Invoice Due Date
- Updated helper text to indicate you can paste files using the keyboard when uploading a file
- Added the day of the week to the Scheduling Dispatcher View date
- Payment Transaction activity will now generate logs on an Account
- Updated the Invoice Message input in the Create Invoice Message form to allow line breaks
- Added a new option to the Rich Text Editor to allow for Inline Code
Bug Fixes
- Fixed an issue that would prevent a Service applicable to all Companies from being added to a Job Type that was only valid for certain Companies
- Fixed an issue that would allow non-numerical inputs for Voice Provider Rate prefixes
- Fixed an issue where Tax amounts would not display when creating manual Invoices
- Fixed an issue with errors occurring with the iCalendar integration due to Schedule Blockers with multiple overrides
- Fixed an issue where only Super Admins could create External Marketing Providers
- Fixed an issue where the Amount displayed in Settings > Voice > Call Detail Records was formatted incorrectly
- Fixed an issue that would prevent a payment method from being updated when no Address information was attached
- Removed the prorate option for Scheduled Events that add or remove an Expiring service which does not allow proration
- Fixed an issue where a payment date might not be detected as a future date
- Fixed an issue where the Scheduling section would not display as the active section in the left-hand navigation menu when in Scheduling Dispatcher View or Week View
5/04/2023 19:53 CDT
Improvements
- Added a new button option to the text editor for conditional statement blocks when creating or editing Triggered Messages
- Updated message variables to be selectable within the message body once added
- Optimized the Map to manage performance issues for instances with a large number of events and accounts
5/02/2023 20:14 CDT
Bug Fixes
- Fixed a formatting issue for Boolean or Date type Custom Fields displayed within tables
- Fixed an issue where the Resource Center would not open
- Fixed an issue with a Type Error in the Importrecipeable Interface within the API
- Fixed an issue where Custom Fields were not appearing on some Accounts in the Custom Fields section