Table of Contents

Learning with Sonar: Tools and Resources

Kristen Fiddes Updated by Kristen Fiddes

Read Time: 4 mins

Resource Center

You can access the Resource Center by clicking the ? icon in the top-right corner of your Sonar instance. It provides quick access to Sonar content such as Casts, Documentation, and Release Notes.

While many of these resources are also available elsewhere, the Resource Center lets you view them directly in Sonar without leaving the application.

Each list item available through the Resource Center (displayed in the image) is explained in more detail below.

While the Knowledge Base, Sonar Casts, and Release Notes are available to everyone, some features, like the Feedback Portal and User Community Forum, require a V2 Sonar instance.

Detailed Documentation

This section provides direct access to Sonar’s Knowledge Base. Use the search bar at the top to enter keywords and view matching articles, similarly to the search at the top of the Knowledge Base.

You will also see suggested articles related to the screen you are currently viewing in Sonar. For example, if you are on the Accounts page, account-related articles will appear. If you switch to the Ticketing interface, ticketing-related articles will be shown instead.

Having Knowledge Base articles available directly in Sonar makes training easier for new staff and continues to support users as they gain experience.

Casts

We regularly publish guided video walkthroughs, called Casts, on our Vimeo page. You can also watch these videos directly within Sonar without leaving your instance.

In the Resource Center, Casts are listed alphabetically and can be easily searched. The list updates automatically as new videos are added. Selecting a video opens a pop-out window where you can watch it in-app.

Only our Casts are added to the Resource Center. If you're looking for Sonar Success Series videos, they can be found via our Vimeo profile | Vimeo

Release Notes

At Sonar, we continuously improve our software and want to keep you informed. The Resource Center is updated for each individual deployment, with links to the latest release notes, along with notes from previous months.

The latest release notes can also be found here.

Feature Announcements

The Feature Announcements option keeps you informed about the latest feature releases in Sonar. It provides a brief overview of what’s new, along with links to related articles or casts so you can learn more and see the feature in action.

Roadmap & Feedback Portal

The Resource Center also includes access to our Roadmap & Feedback Portal, where you can share ideas and help shape Sonar’s future. Many of our features and integrations come directly from customer feedback.

In the Feedback Portal, you can submit feature suggestions, vote on ideas from other users, and view our Roadmap to see what features and improvements are coming next.

To submit a suggestion, open the Feedback Portal from the Resource Center to access the submission form. You can also select Open in Portal in the top-right corner to view and manage suggestions directly in the Feedback Portal.

To learn more about the Roadmap & Feedback Portal, refer to our Feedback Portal / Suggest a Feature article.

User Community Forum

The User Community Forum is a place to connect with other Sonar users and staff to share tips, ask questions, and exchange ideas.

While Sonar staff may participate, responses are not guaranteed to be timely. For time-critical issues, please contact support at support@sonar.software.

To access the forum, open the Resource Center in your Sonar instance and select User Community Forum. A new window will open with access to the forum.

You can also access the forum by visiting https://forum.sonar.software/ in your browser or by clicking the link.
To learn more about our Community Forum, refer to The Sonar Community Forum article.

Status Page

The Resource Center includes a link to the Sonar Status page. Selecting it explains what the status page shows and provides a link that opens the page in a new tab.

Contact Sonar

The Contact Sonar option gives you quick access to the Community Forum, Vimeo videos, and the Knowledge Base, along with information on how to contact Sonar Support.

In-App Guides

As you navigate your Sonar instance, you may see an option in the Resource Center called In-App Guides This feature provides helpful, page-specific guidance based on the screen you are currently viewing.

For example, when working with reports, the In-App Guides do not appear on the main Reports screen. Instead, it becomes available after you select and open an individual report, indicating that additional guidance is available for that specific screen.

Click In-App Guides to see helpful information for the screen you’re currently viewing.

After selecting an item from the In-App Guides list, a pop-out window opens with helpful information for the current screen and additional help options at the bottom.

How did we do?

Feedback Portal / Suggest a Feature

New Client Training Overview

Contact