Learning with Sonar: Tools and Resources

Kristen Fiddes Updated by Kristen Fiddes

Resource Center

The Resource Center can be accessed within your Sonar instance by clicking on the "?" icon, found in the top-right corner. Once opened, you will be presented with a list of Sonar-related content, ranging from our Cast videos to Release Notes.

While most resources shown below can be accessed via alternate methods, such as our Vimeo page or Knowledge Base, our Resource Center has the added benefit of displaying this for you in-app, without requiring you to navigate away from your Sonar instance.

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

1. Detailed Documentation

This segment serves as a direct pathway to Sonar's Knowledge Base. The search bar, available at the top of the module, functions in the same manner as the search bar found at the top of this page - type in keywords relevant to the information you are interested in, and any matching articles will display beneath.

By accessing this segment of the Resource Center, you will also see articles displayed that are relevant to the screen you are actively viewing within your Sonar instance. For example, in the image below we can see that the suggested articles pertain to accounts in some way since we were viewing the Accounts page when this was taken. If you were to navigate to the Ticketing interface within your instance and reopen the Detailed Documentation segment, the suggested articles would now display articles relating to ticketing.

Having in-app access to the Knowledge Base articles can be an invaluable training tool for new staff and will continue to benefit staff as they transition out of a training environment.

2. Casts

We regularly create guided video walkthroughs (referred to as "Casts") that are added to our Vimeo page as they are released. While you can peruse the list of video content via our Vimeo page, you can also access the videos without needing to navigate away from your instance.

Through our Resource Center, all videos are listed in alphabetical order and the search feature provides a quick means to identify if the content you're looking for is available; our Resource Center is updated as new Casts are created. Once you select a video title, a pop-out window will display with the video embedded, which will allow you to view the content without having to navigate to an external site.

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

3. Release Notes

At Sonar, we never stop improving and expanding the features of our software. As we roll out updates, we want to ensure that you're kept informed. Our Resource Center is updated monthly to include a link to the latest set of release notes, as well as links to the release notes from the previous months.

The latest release notes can also be found here | Release Notes

4. Feedback Portal

Also found in the Resource Center is a link to our Feedback Portal. Some of our best features and integrations were born from conversations with our customers, so we took the step to build this concept into a fully-fledged and openly documented process.

From the Feedback Portal, you can suggest new features that would improve your workflows and be of benefit to you and your business, and you can also vote in support of suggestions that were submitted by other Sonar users.

To submit a new suggestion, select the Feedback Portal option from within the Resource Center - this will present you with the form that you can use to submit a suggestion, but you can also click the "Open in Portal" option (located in the top-right corner) to access the suggestion page from within the Feedback Portal instead.

As you begin typing, relevant suggestions that have already been submitted by other Sonar users will appear and give you the option to vote in support of it, by clicking the "I want this!" button.

When using the "Open in Portal" option, or revisiting your portal dashboard, you will be able to set your priorities for suggestions, make additional suggestions, vote on suggestions from other users, and more.

To learn more about how the Feedback Portal works and the ways that you can interact with it, read the full documentation on it here | Feedback Portal

5. Contact Sonar

Through the "Contact Sonar" option you can directly access our Sonar community forum, our Vimeo page, and our Knowledge Base. In addition to these self-help tools, you are also provided with the best methods to contact our support team.

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