Misc.

Combining Custom Fields & Task Templates for Information Storage

This article will walk you through using Custom Fields and Task Templates to gather additional information during Installations, Cancellations, and Service Calls.

Mitchell Ivany
Updated by Mitchell Ivany

Custom Fields Overview & Use Cases

Custom fields provide a way to track unique data on various entities within Sonar. This article details the steps involved in setting them up, in addition to a few use cases that outline the usefulness of custom fields.

Mitchell Ivany
Updated by Mitchell Ivany

Custom Links: Overview

This article explains how custom links work within your instance.

Jennifer Trower
Updated by Jennifer Trower

Task Templates Overview & Use Cases

This article takes you through the process of adding task templates to your instance and provides some examples where they can be applied.

Mitchell Ivany
Updated by Mitchell Ivany

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