Sonar Software Blog

New Feature: Account Archives - Sonar Software

Written by Warren Lyn | Feb 26, 2025

 

February  26th, 2025

We’re excited to introduce the Account Archives feature—designed to give you more control over inactive accounts while keeping your Sonar instance organized and compliant.

With Account Archives, you can now:

Move disconnected accounts to a dedicated Archived Accounts section.

Declutter your active accounts table without losing important records.

Easily search and retrieve archived accounts when needed.

How It Works:

  • Accounts can be archived from the Accounts Table or Account Overview Page.

  • Only accounts meeting specific criteria (e.g., no open tickets, no outstanding balance) are eligible for archiving.

  • Once archived, accounts are stored separately with restricted actions but remain searchable and accessible.

 

To read more about this feature, please refer to our knowledge base documentation here: https://docs.sonar.expert/accounts/archiving-an-account-overview

Have questions?

We are here to help, please don’t hesitate to contact your Account Manager or our Support team.

Support Phone (CA): 780.900.1180
Support Phone (US): 702.447.1247
Support Email: support@sonar.software