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
Account List View: Overview
CPUC June 2021: Instructions for Sonar V1
CPUC June 2021: Instructions for Sonar V2
Specify Account ID upon Creation
Lead Intake Form Processing
Account Groups: Overview & Example Use Cases
Serviceable Addresses: Overview and Usage
FCC Form 477: 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
Usage Based Billing Policies: Overview and Usage
How to: Adding a Service to an Account
Usage Based Billing Policy Free Periods: Overview and Usage
Avalara: Overview & Setup
Print to Mail
Communication
Setting up an Outbound Email Domain
Triggered Emails: Setup
Call Logs: General Best Practices
Using the Mass Email Tool
Email Messages: Example Content
Email Categories: Overview & Use Cases
Phone Number Types: Overview and Use Cases
Email Variables & Conditions
Trigger Explanations
Companies
Financial
Contract Templates
Invoice Attachment Use Cases & PDF Examples
Invoice Messages: Overview & Use Cases
Invoices in Sonar: Examples, Creation & Contents
Integrations
Webhooks in Sonar: Basic PHP Example
External Marketing Providers
The Sonar Field Tech App
How to Connect Preseem to your Sonar System
Tower Coverage Integration: Overview
GoCardless Integration: Overview & Setup
How to: Using Webhooks in Sonar
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
Example Jobs & Templates
Scheduling How-to: Creating and Booking a Job
Geofences: Overview
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
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
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
Security
User Role Creation & Best Practices
Removing a Terminated Employee In Sonar
Password Policy In Depth
Application Firewall: General Overview and Best Practices
Users: Overview
Role Creation using GraphiQL
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
The New Sonar API
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
My Info: Your Personal User Settings
Troubleshooting the Customer Portal
Interacting with Files via the API
Customizing Your Customer Portal
Release Notes
Reporting
Understanding Sonar Reports
How To Enhance Your Reporting With Custom Field Data
Report Licenses
Sonar's Business Intelligence: Overview
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
Working With the Sonar Team & Additional Resources
Sonar Security Certifications
Best Practices for Fast Tracking a Support Request
How Sonar Bills Your Instance
The Sonar Status Page
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
Learning with Sonar: Tools and Resources
Table of Contents
- All Categories
- Release Notes
- Release Notes
Release Notes
Updated
by Simon Westlake
Update 05/17/2022 20:07 CDT
Improvements
- Added the physical address to the Child Accounts table within an account
- Added support for the Indian Rupee currency
Bug Fixes
- Fixed an issue where the Schedule Blocker permissions were appearing under Jobs when creating/editing a Role
Update 05/11/2022 22:01 CDT
Bug Fixes
- Fixed an issue where account creation was failing when contact custom fields were not populated
- Fixed a layout issue found in some forms
Update 05/10/2022 19:57 CDT
Improvements
- Enhanced output to include an informative message if certain billing actions fail due to a lock conflict
- Updated the Create Account form to include any custom fields for contacts
Bug Fixes
- Fixed an issue in the Taxes table in Settings where the value displaying the number of Geo Tax zones linked to the tax was maxing out at 50, even if there were more Geo Tax zones associated. The value will now reflect the actual total
- Fixed an issue when attempting to delete a job it would fail due to an issue with reordering the child tasks
- Fixed an issue where consuming a generic inventory item would not provide a user friendly successful message
- Fixed an issue where the model fields would run outside the Create Item modal when adding inventory items for a model with many model fields
- Fixed an issue where parent tickets could be merged into other tickets, losing the link to the child. Attempting to merge a parent ticket into another will prevent the merge and prompt a message
- Fixed an issue where exported data would not match the table data after entering a simple text search in the filters
- Fixed an issue where some existing data may not be returned in a query
- Fixed an issue where the All jobs list in Scheduling would incorrectly include failed jobs against the successfully completed count. The values will now correctly reflect the successfully completed jobs
- Fixed an issue where some Geo Taxes linked to services were not applying to all applicable accounts after making adjustments to the taxes
- Fixed an issue where voice service generic parameters (lines and PBX seats) would not get prorated if their base service was free
- Fixed an issue where not selecting an assignee when creating generic inventory items would not provide a user friendly error message. Providing the assignee is now mandatory when creating generic inventory items
- Fixed an issue where the integration with MarketBroadband was not working
Update 05/04/2022 21:58 CDT
Bug Fix
- Fixed an issue where the payment amount was not displaying within the Transaction table on Accounts
Update 05/03/2022 18:33 CDT
Improvements
- Adjusted the Assignment History table in Account Network & Inventory tab to sort assignments descending by the created date
- The table will now display the most recent assignments at the beginning
- Adjusted the Transactions table on an Account to better reflect Price Overrides
- Updated the inventory items Simple Filters to filter down the Inventory Models list when a manufacturer is selected
Bug Fixes
- Fixed an issue where the menu was missing when accessing the customer portal on a mobile device
- Fixed an issue where payment receipts would not be emailed to the customer when a payment was made through the customer portal
- Fixed an issue where tasks added from a task template would not appear in the specified order within the task list
- Fixed an error in generating invoices when ‘Apply Late Fees’ was enabled, but no Late Fee Service was selected
- Fixed an issue where some failed auto pay credit card payments were retrying multiple times in succession and not adhering to the ‘Auto Pay Credit Cart Attempts’ / ’Auto Pay Credit Card Retry Interval In Days’ setup in Billing Settings
- Fixed an issue where attempting to create an ACH Batch would produce an error when the ‘BMO Harris 80 Byte Canadian ACH format’ Bank Account Processor was in use
- Updated the add/edit Services modal in settings to show the correct label for taxes
- Fixed an issue where pressing shift key twice when typing within an input field in Firefox would incorrectly open Global Search
- Fixed an issue where a role with only the ‘View All Network Sites’ permission could not view the detail view of a Network Site