Answering Common Account Essential Questions in Sonar

Ready to test your Sonar know-how? This course tackles the account-level questions customers ask most, from disconnecting and archiving accounts to scheduling future changes, handling customer moves, and understanding how accounts and addresses connect. You'll walk away with clear answers, practical workflows, and the confidence to navigate Sonar like a pro.

In This Course, You'll Learn How To...

  • Manage Accounts Through Their Full Lifecycle

    Confidently disconnect, archive, and unarchive accounts as customers come and go, all while keeping their history and records intact.

  • Navigate Moves and Account Relationships

    Set up Future Serviceable Addresses for customer moves, and understand when to use Parent/Child accounts and Anchor & Linked Addresses to connect accounts and locations.

  • Plan Ahead with Scheduled Events

    Automate future-dated changes like service upgrades, scheduled payments, and disconnections so they happen without lifting a finger.

What's Included in this Course?

    1. Welcome to Answering Your Top Questions: Account Essentials

    1. Lesson 1: How Do I Disconnect or Archive an Account?

    2. Lesson 2: How Do I Schedule Events on an Account?

    3. Lesson 3: A Customer is Moving, How Do I Set Up Their Future Serviceable Address?

    4. Lesson 4: What Are Parent/Child Accounts?

    5. Lesson 5: What Are Anchor and Linked Addresses? (Part 1 of 2)

    6. Lesson 6: How Does Wholesale Billing Work with Anchor and Linked Addresses? (Part 2 of 2)

    1. Conclusion

    2. Account Essentials Quiz

About this Course

  • Free
  • 9 lessons
  • 1 hour of video content

The Instructor

Meet the expert behind the course!

George

Say hello to George, the curious and clever mascot of Sonar Software. He loves exploring the platform, uncovering features, and sharing tips to help you get the most out of Sonar. With his friendly personality, sharp curiosity, and good sense of humour mixed with a little mischief, George keeps learning both fun and engaging. No matter where you are on your journey, he’s here to guide you through Sonar.