Getting Started
First Time Setup
Getting Started With Jobs
Getting Started with Ticketing
Setting Sonar up for Billing
Getting Started with Inventory
Baseline Configuration
Accounts
Account Types: Overview & Example Use Cases
Account Statuses: Overview & Example Use Cases
Account View: Overview
Scheduled Events: Overview & Use Cases
Notes & Tasks: Best Practices & Use Cases
Child Accounts: Best Practices & How Tos
Deleting an Account
Billing
Accounts in Vacation Mode
Billing Parameters Detailed Breakdown
Taxes Setup
Building a Data Service
Delinquency Billing Best Practices
Building Packages
General Ledger Codes: Overview
Setting up Bank Account & Credit Card Processors
Payment Reversal vs Refund vs Voiding
Services: Overview
Communication
Setting up Email Domain
Triggered Emails: Setup
Call Logs: General Best Practices
Using the Mass Email Tool
Email Messages: Example Content
Trigger Explanations
Companies
Financial
Inventory
Setup of Inventory: Manufacturers, Categories, and Assignees
Getting Started with Inventory as an Administrator
Inventory Creation: Models, Fields, and Deployment types
Adding and Assigning Inventory Items
Jobs
Job Types: Best Practices
Setting Up Schedules General Overview
Applying Task Templates to Jobs
Jobs and Scheduling: Overview
Misc.
Monitoring
Building a Monitoring Template
Pollers: General Overview, Deployment Strategy, Build Out & Setup
Building Alerting Rotations
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
RADIUS: Building Reply Attributes
Data Usage Available Methods
MikroTik: Creating a Self-signed Certificate for use in API-SSL
IPAM: Overview
RADIUS: Build-Out & Integration with Sonar
Network Sites: Overview
Building RADIUS Groups
Building Address Lists
Security
User Role Creation & Best Practices
Removing a Terminated Employee In Sonar
Password Policy In Depth
System
How to Best Use Global Search
How To Use GraphiQL to Understand the Sonar API
Frequently Used Terms
API Calls Using Third Party Applications - Personal Access Tokens
Customizing your Customer Portal
Ticketing
Canned Replies Examples & Templates
Canned Reply Categories
Inbound Mailboxes Example Build
Ticket Categories Best Practices & Example Build
Ticket Groups To Consider
Using Parent Tickets
Ticketing: Overview
Sales Whitepapers
Working With the Sonar Team & Additional Resources
Table of Contents
- All Categories
- Getting Started
- First Time Setup
- Getting Started with Ticketing
Getting Started with Ticketing
Updated
by Mitchell Paul-Soumis
Before you start using ticketing
This article describes the process for configuring Outbound Domains on a per-company basis within your instance, in order to customize and tailor the email experience when communicating with customers | |
This article describes the process of configuring Inbound email addresses on a per-company basis, simplifying the methods through which your customers can send an email | |
This article describes the process of creating limited and defined User Roles, restricting access of certain portions of your instance to certain individuals (such as limiting access to tickets to only the support team) | |
This article describes the General Intent of the ticketing feature within Sonar, explaining its key features and highlighting its usefulness |
Making the most of ticketing
This article presents some examples of Canned Replies that can be used to enhance the customer experience when handling common support or success questions. | |
This article provides some examples of Canned Reply categories, and how they can be used to refine the Canned Replies to make the process simpler for everyone. | |
This article describes some example Ticket Groups, which can be used to assign tickets to specific members of your organization. | |
This article describes the usage of Ticket Categories and how they can be used to supplement and improve the general ticket responses. |
