Getting Started with Accounts

Written by Mitchell Ivany

Updated at February 19th, 2025

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Table of Contents

Getting Ready to Create Accounts Working With Accounts Communicating With Accounts

Getting Ready to Create Accounts

Serviceable Addresses: Overview and Usage	This article will take you through the process of creating a new serviceable address, and explain its usage and some of its limitations.
Account Types: Overview & Example Use Cases	Account types are used to categorize accounts based on common customer or business types. This article describes how to create account types, as well as why this is useful from a billing perspective.
Account Groups: Overview & Example Use Cases	This article provides information on account groups: what they are, how to create them, and examples of how they can be used.
Account Statuses: Overview & Example Use Cases	In this article, we review account statuses, which allow you to control the activation and organization of an account.
Creating a New Account	This article 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 instance.

Working With Accounts

Account List View: Overview	This article provides an overview of the information and features available from the account list view within Sonar.
Account Management View: Overview	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 article details all of the information and actions that are available from within this screen and how you can interact with it.
Child Accounts: Best Practices & How Tos	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.
Notes & Tasks: Best Practices & Use Cases	Notes and 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 document contains details on each feature as well as the how-to's of setting them both up.

Communicating With Accounts

Triggered Messages: Setup	Triggered messages are an easy way to have customized emails sent out to customers automatically based on the occurrence of a particular event. This article details how to set up your own customized triggered messages.
Using the Mass Message Tool	The Mass Message tool is used to contact a large number of customers at once through the instance. This article takes you through the process of creating and using Mass Messages.

beginning accounts