Sonar Casts
Sonar Casts are guided video walkthroughs that are related to our features we provide. Each cast contains information that is designated to help unlock potential within Sonar.
Accounts
Tasks
Tasks allow you to keep all employees on the same page with account related information and help to prevent any necessary tasks from being overlooked. This cast contains details on this feature, as well as the how-to’s of setting them up.
Sonar’s Knowledge Base ‘Tasks’ Article:
docs.sonar.expert/accounts/notes-tasks-best-practices-use-cases#tasks
Child Accounts
Child accounts allow you to connect one or more accounts within Sonar, in a parent-child style relationship. This affects account transactions, invoices, and also comes with additional considerations with the account billing parameters that should be reviewed prior to using this functionality, which we’ll discuss in this cast video.
Sonar’s Knowledge Base ‘Child Accounts’ Article:
docs.sonar.expert/accounts/child-accounts-best-practices-how-tos
Notes
Notes allow you to keep all employees on the same page with account related information and help to prevent any necessary information from being overlooked. This cast contains details on notes, as well as the how-to’s of setting them up.
Sonar’s Knowledge Base ‘Notes’ Article:
docs.sonar.expert/accounts/notes-tasks-best-practices-use-cases
Disconnecting an Account
Deletion of accounts is not supported within Sonar, however you can disconnect an account. This cast provides the how-to for disconnecting accounts, as well as the results that this action has.
Sonar’s Knowledge Base ‘Disconnecting an Account’ Article:
docs.sonar.expert/accounts/deleting-an-account
Creating a New Account
This cast provides an example of what account creation looks like in Sonar, and serves as a rough step-by-step guide to creating an account in your own instance.
Sonar’s Knowledge Base ‘Creating a New Account’ Article:
docs.sonar.expert/accounts/creating-a-new-account
Articles mentioned in this Sonar Cast:
Account Status Overview Article: docs.sonar.expert/accounts/account-statuses-overview-example-use-cases
Account Types Overview Article:
docs.sonar.expert/accounts/account-types-overview-example-use-cases
Account Management View
The account view screen is home to both current and historical information about the account and allows you to perform a variety of actions against an account. This cast details all of the information and actions that are available from within this screen and how you can interact with it.
Sonar’s Knowledge Base ‘Account Management View’ Article:
docs.sonar.expert/accounts/account-view-overview
Serviceable Addresses
This cast will take you through the process of creating a new serviceable address, and explain its usage and some of its limitations.
Sonar’s Knowledge Base ‘Serviceable Addresses’ Article:
docs.sonar.expert/accounts/serviceable-address-overview-and-usage
Account List View
This cast provides an overview of the information and features available from the Account List View within Sonar.
Sonar’s Knowledge Base ‘Account List View’ Article: https://docs.sonar.expert/accounts/account-list-view-overview
Scheduled Events
Scheduled events are actions that you can automate within Sonar to have some sort of change occur automatically at a later date. They are configured individually per account and can be utilized to help make your normal processes more efficient.
Sonar’s Knowledge Base ‘Scheduled Events’ Article: https://docs.sonar.expert/accounts/scheduled-events-overview-use-cases
The Overview Tab
The Account Management View screen is home to current and historical information about the account and allows you to perform various actions against an account. This first cast in the Account Management View series details all the information and actions available within the Overview Tab.
Sonar’s Knowledge Base ‘Account Management View’ Article: docs.sonar.expert/accounts/account-view-overview
The Overview Tab
The Account Management View screen is home to current and historical information about the account and allows you to perform various actions against an account. This first cast in the Account Management View series details all the information and actions available within the Overview Tab.
Sonar’s Knowledge Base ‘Account Management View’ Article: docs.sonar.expert/accounts/account-view-overview
Account Management View: The Billing Tab
The Account Management View screen is home to current and historical information about the account and allows you to perform various actions against an account. This second cast in the Account Management View series details all the information and actions available within the Billing Tab.
Sonar’s Knowledge Base ‘Account Management View’ Article: docs.sonar.expert/accounts/account-view-overview
Account Management View: The Network and Inventory Tab
The Account Management View screen is home to current and historical information about the account and allows you to perform various actions against an account. This second cast in the Account Management View series details all the information and actions available within the Network & Inventory Tab.
Sonar’s Knowledge Base ‘Account Management View’ Article: docs.sonar.expert/accounts/account-view-overview
Account Management View: The Ticket and Jobs Tab
The Account Management View screen is home to current and historical information about the account and allows you to perform various actions against an account. This second cast in the Account Management View series details all the information and actions available within both the Tickets and Jobs Tabs.
Sonar’s Knowledge Base ‘Account Management View’ Article: docs.sonar.expert/accounts/account-view-overview
Anchor and Linked Serviceable Addresses Part One
Part 1 in this two-part series will walk you through the Anchor and Linked Serviceable Addresses feature available in your Sonar instance with a Mulit-Unit Business Park example.
Sonar’s Knowledge Base ‘Anchor & Linked Serviceable Addresses’ Article:
docs.sonar.expert/accounts/anchor-linked-serviceable-addresses-overview-and-best-practices
Articles mentioned in this Sonar Cast:
Billing Defaults: docs.sonar.expert/billing/billing-defaults
Creating a New Account: docs.sonar.expert/accounts/creating-a-new-account
Anchor & Linked Serviceable Addresses – Part 2 cast:
vimeo.com/930764409
Anchor and Linked Serviceable Addresses Part Two
Part 2 in this two-part series will walk you through the Anchor and Linked Serviceable Addresses feature available in your Sonar instance with a Mulit-Dwelling Unit example.
Sonar’s Knowledge Base ‘Anchor & Linked Serviceable Addresses’ Article:
docs.sonar.expert/accounts/anchor-linked-serviceable-addresses-overview-and-best-practices
Articles mentioned in this Sonar Cast:
Billing Defaults: docs.sonar.expert/billing/billing-defaults
Creating a New Account: docs.sonar.expert/accounts/creating-a-new-account
Anchor & Linked Serviceable Addresses – Part 1 cast:
vimeo.com/930758421
Future Serviceable Addresses
Future Serviceable Addresses in Sonar allow you to schedule a target date for a new or current subscriber to take over a currently assigned Serviceable Address. This allows you to schedule a job for the subscriber’s Account without the Serviceable Address actually being assigned to the Account yet. This cast will take you through an example scenario where a new subscriber calls to notify you that they’ll be moving into a new address and would like to subscribe to your services.
Sonar’s Knowledge Base ‘Future Serviceable Addresses’ Article:
docs.sonar.expert/accounts/future-serviceable-addresses-overview
Billing
Print to Mail
This cast provides an overview of the Print to Mail feature, including initial setup, permissions needed, and daily use steps.
Sonar’s Knowledge Base ‘Print to Mail’ Article:
docs.sonar.expert/billing/print-to-mail
Setting up Payment Methods & Taking Payments
This cast takes you through the process of setting up a payment processor, adding a payment method, and taking a payment from a customer.
Sonar’s Knowledge Base ‘Setting Up Payment Methods and Taking Payments’ Article:
docs.sonar.expert/billing/setting-up-payment-methods-and-taking-payments
Articles mentioned in this Sonar Cast:
Setting Up Bank Account & Credit Card Processors – docs.sonar.expert/billing/setting-up-bank-account-credit-card-processors
Manual Transactions – docs.sonar.expert/billing/manual-transactions
Batch Payments & Deposit Slips
In this cast we provide an overview of the Batch Payment Entry and Deposit Slips tools in Sonar, as well as how you can utilize these to simplify your payment intake process.
Sonar’s Knowledge Base ‘Batch Payments and Deposit Slips’ Article:
docs.sonar.expert/billing/batch-payments-deposit-slips-overview
Billing Defaults
The cast will show you how to configure a set of billing instructions for specific account types, allowing fine control for each account type created as part of the billing set-up.
Sonar’s Knowledge Base ‘Billing Defaults’ Article:
docs.sonar.expert/billing/billing-defaults
Billing Settings
This cast reviews and breaks down the various Billing Parameters available in Sonar.
Sonar’s Knowledge Base ‘Billing Settings’ Article:
docs.sonar.expert/billing/billing-parameters
Multi-Month Billing & Multi-Month Services
This cast will help you understand the methods available to you within Sonar to bill in intervals greater than a single month.
Sonar’s Knowledge Base ‘Multi-Month Billing and Multi-Month Services’ Article:
docs.sonar.expert/billing/multi-month-billing-multi-month-services
Services Overview
This cast details the different types of services available, their use cases, and fields to consider when building them.
Sonar’s Knowledge Base ‘Services Overview’ Article: https://docs.sonar.expert/billing/services-overview
Adding Payment Processors and Payment Methods
This cast contains information designed to assist in the creation and configuration of your companies’ payment methods and payment processors.
Sonar’s Knowledge Base ‘Setting Up Bank Account and Credit Card Processors’ Article: https://docs.sonar.expert/billing/setting-up-bank-account-credit-card-processors
Building a Data Service
This cast will take you through the creation process and an example of a Data Service, which is used to deliver bandwidth and usage to the customer.
Sonar’s Knowledge Base ‘Building a Data Service’ Article: https://docs.sonar.expert/billing/building-a-data-service mentioned in this Sonar Cast: Services Overview – https://docs.sonar.expert/billing/services-overview
Getting Started with Taxes
Taxes in Sonar are incredibly flexible, and this cast takes you through setting up taxes, as well as breaking down geographical taxes.
Sonar’s Knowledge Base ‘Taxes Setup’ Article: https://docs.sonar.expert/billing/taxes-setup
Print to Mail
This cast provides an overview of the Print to Mail feature, including initial setup, permissions needed, and daily use steps.
Sonar’s Knowledge Base ‘Print to Mail’ Article:
docs.sonar.expert/billing/print-to-mail
Communication
Phone Number Types
This cast provides an overview of what phone number types are and how they can be used.
Sonar’s Knowledge Base ‘Phone Number Types’ Article:
docs.sonar.expert/communication/phone-number-types-overview-and-use-cases
Call Logs
Call logs allow users to record and collect data while on the phone with a customer. This cast provides an overview of how call logs are used, as well as best practices for when using them.
Sonar’s Knowledge Base ‘Call Logs’ Article:
docs.sonar.expert/communication/call-logs-general-best-practices
Articles mentioned in this Sonar Cast:
Setting Up Bank Account & Credit Card Processors – docs.sonar.expert/billing/setting-up-bank-account-credit-card-processors
Manual Transactions – docs.sonar.expert/billing/manual-transactions
Email Categories
This cast provides an overview of what email categories are and how they can be used.
Sonar’s Knowledge Base ‘Email Categories’ Article:
docs.sonar.expert/communication/email-categories-overview-use-cases
Mass Emails
The Mass Email tool is used to contact a large number of customers at once through the instance. This cast takes you through the process of creating and using Mass Emails.
Sonar’s Knowledge Base ‘Using the Mass Email Tool’ Article: https://docs.sonar.expert/communication/using-the-mass-email-tool
Outbound Domains
This cast guides users on how to enable the Sonar instance to send emails using the specific domain set by the user.
Sonar’s Knowledge Base ‘Setting Up an Outbound Domain’ Article: https://docs.sonar.expert/communication/setup-outbound-domain
Triggered Emails
Triggered Emails are an easy way to have customized emails sent out to customers automatically based on the occurrence of a particular event. This cast details how to set up your own customized triggered emails.
Sonar’s Knowledge Base ‘Triggered Emails’ Article: https://docs.sonar.expert/communication/triggered-emails-example-use-cases
Outbound SMS
This cast will walk you through the process of activating your Outbound SMS service built in to your Sonar instance, and the components that let you send messages to your customers.
Sonar’s Knowledge Base ‘Using Outbound SMS’ Article:
docs.sonar.expert/communication/using-outbound-sms
Financial
Invoices in Sonar
This cast provides details on how invoices can be configured, customized and created within Sonar.
Sonar’s Knowledge Base ‘Invoices in Sonar’ Article:
docs.sonar.expert/financial/invoices-in-sonar-examples-creation-contents
Contract Templates
This cast provides an overview on electronic contracts in Sonar, including how to create them, adding them to customer accounts, and the ways customers can interact with them.
Sonar’s Knowledge Base ‘Contract Templates’ Article:
docs.sonar.expert/financial/contract-templates
Invoice Messages
This cast explains what invoice messages are, how they can be used, and how you can add them to your Sonar instance.
Sonar’s Knowledge Base ‘Invoice Messages’ Article:
docs.sonar.expert/financial/invoice-messages-overview-use-cases
Invoice Attachments
An invoice attachment is a way to deliver non-billing information to an account in their next invoice. Steps on how to add an invoice attachment are included in this cast, as well as examples of where this might be helpful.
Sonar’s Knowledge Base ‘Invoice Attachments’ Article:
docs.sonar.expert/financial/invoice-attachment-use-cases-pdf-examples
Integrations
Calix Integration
This cast provides instructions on setting up the Calix integration as well as how to enable and utilize various included features.
Sonar’s Knowledge Base ‘Calix Integration’ Article:
docs.sonar.expert/integrations/using-calix-to-manage-your-fiber-network-in-sonar
Articles mentioned in this Sonar cast:
Building a Monitoring Template – docs.sonar.expert/monitoring/building-a-monitoring-template
Casts mentioned in this Sonar cast:
IPAM Overview – vimeo.com/471455497
Tower Coverage Integration
This cast provides instructions on setting up the Tower Coverage integration as well as how to manage submissions within your Sonar instance.
Sonar’s Knowledge Base ‘Tower Coverage Integration’ Article:
docs.sonar.expert/integrations/tower-coverage-integration-overview
Go Cardless Integration
This cast provides an overview of GoCardless, as well as how it can be integrated with Sonar.
Sonar’s Knowledge Base ‘GoCardless Integration’ Article:
docs.sonar.expert/integrations/go-cardless-setup-overview
Articles mentioned in this Sonar cast:
GoCardless Direct Debit Mandate Article – gocardless.com/guides/intro-to-direct-debit/guide-to-mandates/
GoCardless Direct Debit Timings Article – gocardless.com/direct-debit/timings/
Avalara Integration
This cast provides an overview of what Avalara is as well as how to integrate and use it within your instance.
Sonar’s Knowledge Base ‘Avalara’ Article:
docs.sonar.expert/billing/avalara
Avalara’s Login Page:
communications.avalara.net/
Inventory
Inventory System Setup
This cast will take you through the process of setting up the Inventory Manufacturers, Model Categories, and Device Assignees in your instance. These settings come into play when adding new devices to inventory.
Sonar’s Knowledge Base ‘Setting Up Inventory’ Article: https://docs.sonar.expert/inventory/getting-started-with-inventory
Inventory List Overview
This cast provides an overview of the basic features and page layout for the Inventory List and Inventory Item Management Views.
Sonar’s Knowledge Base ‘Inventory List View’ Article: https://docs.sonar.expert/inventory/inventory-overview
Inventory Model Management
In this cast, we’ll be looking at navigating around this page, how to create a new Inventory Model, how to manage and modify an existing Inventory Model, and how to add new items to each model.
Sonar’s Knowledge Base ‘Inventory Model Management’ Article: https://docs.sonar.expert/inventory/inventory-model-management-general-overview
Purchase Orders
This cast provides an overview of what Purchase Orders are and how they can be used within Sonar.
Sonar’s Knowledge Base ‘Purchase Orders’ Article:
docs.sonar.expert/purchase-orders/purchase-orders-overview-and-usage
Jobs
Creating & Booking a Job
This cast will take you through the process of creating a new job in Sonar, and the ways you can schedule the created job.
Sonar’s Knowledge Base ‘Creating and Booking a Job’ Article:
docs.sonar.expert/jobs/scheduling-how-to-creating-and-booking-a-job
Articles mentioned in this Sonar cast:
Roles and Users – docs.sonar.expert/security/prebuilt-roles-best-practices
Scheduling Addresses – docs.sonar.expert/jobs/setting-up-schedules-general-overview
Getting Started with Inventory – docs.sonar.expert/first-time-setup/getting-started-with-inventory-toc
Sonar Field Tech App – docs.sonar.expert/integrations/the-sonar-field-tech-app
Job Types: Best Practices – docs.sonar.expert/jobs/job-types-best-practices
Tasks – docs.sonar.expert/accounts/notes-tasks-best-practices-use-cases#tasks
Task Templates – docs.sonar.expert/misc/task-templates-overview-use-cases
Geofences
This cast will guide you through the process of creating a Geofence in Sonar and applying it to a Schedule Availability.
Sonar’s Knowledge Base ‘Geofences: Overview’ Article:
docs.sonar.expert/jobs/geofences-overview
Job Types; Best Practices
This cast takes you through the process of creating a new Job Type and explains what a job type is and how to use it.
Sonar’s Knowledge Base ‘Job Types: Best Practices’ Article:
docs.sonar.expert/jobs/job-types-best-practices
Articles mentioned in this Sonar cast:
Roles and Users – docs.sonar.expert/security/prebuilt-roles-best-practices
Scheduling Addresses – docs.sonar.expert/jobs/setting-up-schedules-general-overview
Getting Started with Inventory – docs.sonar.expert/first-time-setup/getting-started-with-inventory-toc
Sonar Field Tech App – docs.sonar.expert/integrations/the-sonar-field-tech-app
Job Types: Best Practices – docs.sonar.expert/jobs/job-types-best-practices
Tasks – docs.sonar.expert/accounts/notes-tasks-best-practices-use-cases#tasks
Task Templates – docs.sonar.expert/misc/task-templates-overview-use-cases
Job Scheduling Overview
This cast provides an in-depth guide to the Jobs view within your Sonar instance, providing insight on the fields within this view.
Sonar’s Knowledge Base ‘Jobs and Scheduling: Overview’ Article: https://docs.sonar.expert/jobs/jobs-overview
Scheduling Addresses, Availabilities, Blockers & Time Off
This cast provides an overview of how to set up schedules within Sonar, so that you can begin scheduling jobs.
Sonar’s Knowledge Base ‘Setting Up Schedules’ Article: https://docs.sonar.expert/jobs/setting-up-schedules-general-overview
Mapping
Elevation Tool Overview
This cast will provide an overview of the Elevation Tool within Sonar and how it can be used.
Sonar’s Knowledge Base ‘Elevation Tool: Overview’ Article:
docs.sonar.expert/mapping/elevation-tool-overview
Map Interface Overview
This cast is designed to provide an overview of the main mapping interface in Sonar, including how to navigate the map, and how to filter entities.
Sonar’s Knowledge Base ‘Map Interface: Overview’ Article:
docs.sonar.expert/mapping/the-map-interface-overview
Monitoring & Networking
Network Sites List View
This cast will provide an overview to the functionality of the landing page for Network Sites in Sonar.
Sonar’s Knowledge Base ‘Network Sites List View’ Article:
docs.sonar.expert/networking/network-dashboard-overview#pendo-text-ad064eb3
Network Dashboard
This cast will provide an overview to the functionality of the Network Dashboard within Sonar.
Sonar’s Knowledge Base ‘Network Dashboard’ Article:
docs.sonar.expert/networking/network-dashboard-overview
Network Sites Management View
This cast will take you through the available pages and tabs through the Network Sites portion of the ISP management side of your Sonar instance.
Sonar’s Knowledge Base ‘Network Sites Management View’ Article:
docs.sonar.expert/networking/network-sites-overview
Building Alerting Rotations
Alerting rotations are used to define periods of time where network alerts are sent out to specific users within Sonar. The details of their setup and features are explained in this cast.
Sonar’s Knowledge Base ‘Building Alerting Rotations’ Article:
docs.sonar.expert/monitoring/building-alerting-rotations
Building a Monitoring Template
This cast will walk you through the process of creating a monitoring template, in addition to some details on gathering hardware OIDs.
Sonar’s Knowledge Base ‘Building a Monitoring Template’ Article: https://docs.sonar.expert/monitoring/building-a-monitoring-template
IPAM (IP Address Management) Overview
This cast provides a general overview of the IPAM interface. Sonar’s Knowledge Base ‘IPAM: Overview’ Article: https://docs.sonar.expert/networking/ipam-overview
Reporting
Navigating the Reports Dashboard - Sonar's Business Intelligence
**The reporting dashboards within Sonar have been updated since the release of this video. Due to that, some of the screens shown in this video do not currently reflect the active dashboards you see in Sonar today. We are working to update our resources and will make them available once complete.**
This cast outlines the steps used to navigate the dashboard and how to filter the data in an individual report, including the options available to download and/or send the data elsewhere.
Sonar’s Knowledge Base ‘Sonar’s Business Intelligence’ Article:
docs.sonar.expert/reporting/reports-with-looker-overview#navigating_the_reports_dashboard
How to Create a Report - Sonar's Business Intelligence
**The reporting dashboards within Sonar have been updated since the release of this video. Due to that, some of the screens shown in this video do not currently reflect the active dashboards you see in Sonar today. We are working to update our resources and will make them available once complete.**
This cast guides you through the creation process for a custom report, as well as how to publish the report and share it with other users of your Sonar instance.
Sonar’s Knowledge Base ‘Sonar’s Business Intelligence’ Article:
docs.sonar.expert/reporting/reports-with-looker-overview
Enhanced Business Intelligence - Tips & Tricks for Advanced Users
**The reporting dashboards within Sonar have been updated since the release of this video. Due to that, some of the screens shown in this video do not currently reflect the active dashboards you see in Sonar today. We are working to update our resources and will make them available once complete.**
In this cast, we explore some caveats and suggestions for getting the most out of your BI Reporting through some advanced tips and tricks!
Sonar’s Knowledge Base ‘Enhanced Business Intelligence – Tips & Tricks for Advanced Users’ Article:
docs.sonar.expert/billing/batch-payments-deposit-slips-overview
Field Tech Mobile App
How to View & Have a Customer Sign a Contract
This cast provides an easy how-to guide on how to view and have a customer sign a contract through the Sonar field tech mobile app.
Sonar’s Knowledge Base ‘Sonar Field Tech App’ Article:
docs.sonar.expert/integrations/the-sonar-field-tech-app#how_to_guides_for_the_mobile_app
How to Generate a One-Time Invoice
This cast provides an easy how-to guide on generating a one-time invoice through the Sonar field tech mobile app.
Sonar’s Knowledge Base ‘Sonar Field Tech App’ Article:
docs.sonar.expert/integrations/the-sonar-field-tech-app#how_to_guides_for_the_mobile_app
How to Unassign Equipment from an Account
This cast provides an easy how-to guide on unassigning equipment from an account through the Sonar field tech mobile app.
Sonar’s Knowledge Base ‘Sonar Field Tech App’ Article:
docs.sonar.expert/integrations/the-sonar-field-tech-app#how_to_guides_for_the_mobile_app
How to Take a Customer Payment
This cast provides an easy how-to guide on taking a customer payment through the Sonar field tech mobile app.
Sonar’s Knowledge Base ‘Sonar Field Tech App’ Article:
docs.sonar.expert/integrations/the-sonar-field-tech-app#how_to_guides_for_the_mobile_app
How to Assign Equipment to an Account
This cast provides an easy how-to guide on assigning equipment to an account through the Sonar field tech mobile app.
Sonar’s Knowledge Base ‘Sonar Field Tech App’ Article:
docs.sonar.expert/integrations/the-sonar-field-tech-app#how_to_guides_for_the_mobile_app
How to Assign IP Addresses
This cast provides an easy how-to guide on assigning IP addresses through the Sonar field tech mobile app.
Sonar’s Knowledge Base ‘Sonar Field Tech App’ Article:
docs.sonar.expert/integrations/the-sonar-field-tech-app#how_to_guides_for_the_mobile_app
Add a Bank Account as a Customer Payment Method
This cast provides an easy how-to guide for adding a bank account as a customer payment method through the Sonar field tech mobile app.
Sonar’s Knowledge Base ‘Sonar Field Tech App’ Article:
docs.sonar.expert/integrations/the-sonar-field-tech-app#how_to_guides_for_the_mobile_app
Add a Credit Card as a Customer Payment Method
This cast provides an easy how-to guide for adding a credit card as a customer payment method through the Sonar field tech mobile app.
Sonar’s Knowledge Base ‘Sonar Field Tech App’ Article:
docs.sonar.expert/integrations/the-sonar-field-tech-app#how_to_guides_for_the_mobile_app
Sonar Field Technician App
This cast provides a quick overview of Sonar’s Field Tech mobile application through an example of a typical workflow a technician would encounter during a residential installation for a customer.
Sonar’s Knowledge Base ‘Sonar Field Tech App’ Article:
docs.sonar.expert/integrations/the-sonar-field-tech-app
Security
Roles and Users
This cast will explain User Roles in your instance, provide examples on their usage, and detail their creation process.
Sonar’s Knowledge Base ‘User Role Creation’ Article: https://docs.sonar.expert/security/prebuilt-roles-best-practices
System
Notification Preferences
This cast provides details on notifications in Sonar, including the different types of notifications available and how you can start using them.
Sonar’s Knowledge Base ‘Notification Preferences’ Article:
docs.sonar.expert/system/notification-preferences
How to Best Use Global Search
This cast will show you how global search is a helpful tool that’ll quickly and efficiently find what you are looking for within Sonar. From searching partial terms to specific entity IDs, global search will return all results relevant to what you are searching and also assist you with navigating to those results within the system.
Sonar’s Knowledge Base ‘How to Best Use Global Search’ Article:
docs.sonar.expert/system/how-to-best-use-global-search
My Info: Your Personal User Settings
This cast provides details on the ‘My Info’ page within Sonar, where an individual user can access and modify their user-specific settings and information.
Sonar’s Knowledge Base ‘My Info: Your Personal User Settings’ Article:
docs.sonar.expert/system/your-personal-user-settings
Simple vs. Advanced Filtering
This cast provides details on how to use Simple and Advanced filters within Sonar.
Sonar’s Knowledge Base ‘Simple vs Advanced Filtering’ Article: https://docs.sonar.expert/system/filtering-simple-vs-advanced
SMS Notifications
This cast provides an overview of the SMS notification feature, including the initial setup and permissions needed.
Sonar’s Knowledge Base ‘SMS Notifications’ Article: https://docs.sonar.expert/system/sms-notifications
Sonar Support info: 702.447.1247 (US) / 780.900.1180 (CA) / [email protected]
Ticketing
Advanced Ticketing Features
This cast provides details on some of the advanced features available from within Sonar’s ticketing interface.
Sonar’s Knowledge Base ‘Advanced Ticketing Features’ Article:
docs.sonar.expert/ticketing/advanced-ticketing-features
Using Parent Tickets
Parent tickets allow you to link multiple tickets together within Sonar’s ticketing interface. This cast provides an overview on how to set up parent tickets, how you can interact with them, and communications with parent tickets.
Sonar’s Knowledge Base ‘Using Parent Tickets’ Article: docs.sonar.expert/ticketing/using-parent-tickets
Canned Replies
This cast walks you through the process of creating Canned Replies – highlighting the use cases and providing links to the detailed examples page.
This cast also details the steps required to create a Canned Reply category from start to finish, while providing examples of common Canned Reply categories used in customer instances.
Sonar’s Knowledge Base ‘Canned Replies’ Articles:
docs.sonar.expert/ticketing/canned-reply-categories-best-practices-example-build
docs.sonar.expert/ticketing/canned-replies-examples-templates
Ticketing Interface
Ticketing Getting Started
Misc.
Company Setup
This cast will take you through the process of adding a new company to your Sonar instance, with details on the various fields required.
Sonar’s Knowledge Base ‘Setting Up a Company in Sonar’ Article:
docs.sonar.expert/companies/basic-company-setup
Using Sonar's Customer Portal
This cast will walk you through the various pages and tabs available within the Customer Portal and provide some examples of common actions you can take.
Sonar’s Knowledge Base ‘Using Sonar’s Customer Portal’ Article:
docs.sonar.expert/getting-started/how-to-using-sonar-s-customer-portal
Tracking & Using Consumable Inventory
This cast will provide a brief overview of the Generic Items tag in Sonar’s Inventory feature, and how it can be used to track consumable items for your business.
Sonar’s Knowledge Base ‘Tracking and Using Consumable Inventory’ Article:
docs.sonar.expert/inventory/tracking-and-using-consumable-inventory
Sonar Status Page
This cast provides an overview of the Sonar Status page, as well as how you can subscribe to updates for any incidents or events that occur.
The Sonar Status Page website – status.sonar.software/
Sonar’s Knowledge Base ‘The Sonar Status Page’ Article:
docs.sonar.expert/working-with-the-sonar-team-additional-resources/the-sonar-status-page
Task Templates
This cast takes you through the process of adding task templates to your instance and provides some examples where they can be applied.
Sonar’s Knowledge Base ‘Task Templates’ Article:
docs.sonar.expert/misc/task-templates-overview-use-cases
Learning with Sonar: Tools & Resources
This cast details the various learning resources available within your Sonar instance.
Sonar’s Knowledge Base ‘Learning with Sonar: Tools and Resources’ Article:
docs.sonar.expert/working-with-the-sonar-team-additional-resources/learning-with-sonar-tools-and-resources
Feedback Portal & Suggest a Feature
This cast provides an overview of the Feedback Portal and how you can utilize it to submit and upvote feature requests.
Sonar’s Knowledge Base ‘Feedback Portal / Suggest a Feature’ Article:
docs.sonar.expert/working-with-the-sonar-team-additional-resources/feedback-portal-suggest-a-feature
Custom Fields
Custom Fields provide a way to track unique data on various entities within Sonar. This cast details the steps involved in setting them up, in addition to a few use cases that outline the usefulness of custom fields.
Sonar’s Knowledge Base ‘Custom Fields’ Article: https://docs.sonar.expert/misc/custom-fields-overview-use-cases
