Admin & Settings Ideas

Admin, Settings and API Ideas

New Idea
tz5kc1 Tutor

Tutor

Zuora Connect allows only 4 currencies to be activated at once.  Increase number to 20.  This will prevent having to split files and do multiple runs.

 

Thank you.

zacharynelson New Student

New Student

Per Zuora Support Request #106568:

 

"I've discussed the issue with our Product team and at present, the new REST APIs are not yet supported in our Production copy environments."

 

Our engineering team(s) use production copy (services) environments as a staging environment for the purposes of development. Without support of the new REST API in services environments we will be unable to complete any work using the new Zuora REST API

Status: Under Consideration

We're working on figuring how to add this in to the Services environments, more updates to follow.

Zuora-Support Community Manager

Community Manager

Require Audit Trail

Status: Coming Soon
by Community Manager on ‎01-13-2016 11:24 AM

Feature Request: Require Audit Trail

Status: under evaluation

Reference Number: DE5826/PMT-876

Business Need:

There are business requirements that are looking for the ability to have an audit trail for all fields and records. The requirement is to have an audit trail on all

- Account fields (including all custom fields)
- Subscription Fields (including all custom fields)
- Contact Address Fields (including all custom fields)
- Settings changes
- Users' actions

 

Status: Coming Soon

We are still sorting out the exact timing of this feature, but it will likely arrive in Q4 of 2016. I'll provide updates as the dates firm up.

rdeloach Senior Tutor

Senior Tutor

Export / Import configuration

Status: Under Consideration
by Senior Tutor rdeloach on ‎01-21-2016 04:13 AM

It would be most helpful to be able to export a tenant configuration to a file, like meta-data or similar, and have the ability to import it into a tenant.  There are 2 use cases for this: first, to back up and archive configurations to satisfy auditor requests to validate no unapproved configurations have changed.  Second, in ensuring environment integrity in API Sandboxes or Services tenants to your source/production tenant.

bolaurent Valued Scholar

Valued Scholar

Give UI tabs useful names

Status: New Idea
by Valued Scholar bolaurent on ‎09-23-2016 09:48 AM

I typically have multiple tabs open to the UI. All the tabs have the same, not helpful, name. 

I really want these tabs to be named with the record that is displayed (a product, an account, an invoice, etc).

 

zuora-tab-names.png

sae Scholar

Scholar

Search from home screen

Status: Under Consideration
by Scholar sae on ‎06-27-2016 05:57 AM

It would be great if there could be a search field on an aggregated level. So that when being on a customer account page, I can search for a new customer without going back to the Customer Accounts view. So a search field next to settings/ help/ log out menus to save a few clicks

Status: Under Consideration

Thank you for posting this, @sae, I'd like to see how many votes we can get for this. Also, would love to hear the use cases that a "Universal Search" would provide.

 

As to our plans, such "Universal Search" is in our backlog, but not currently a high priority, so there's no planned date for release at this time.

8Ken Partner

Partner

Links in new Sidebar

Status: Implemented
by Partner on ‎08-15-2016 09:32 AM

I like the new look with the new sidebar, however the sidebar does not appear to have clickable "links" like the rest of the page. I use this a lot in my daily work with Zuora to "open in a new tab" by right clicking on "Customer Accounts" or "Product Catalogue" so I dont have to leave the page I'm currently working on to go work on something else.

 

This would be great if this functionality could be integrated into the new look!

 

Thanks!

Status: Implemented
Renaldo ZME

ZME

Allow a custom field lengths of 2k or 4k chars.

 

Customers are finding they require custom fields that can hold more text. 

Un-indexed custom fields, or additional notes or description fields of 2 to 4k characters are being requested.

Status: Under Consideration

I'd love to hear what the use cases are for 2k or 4k fields. At some point, these are starting to be used as a data store, could the new Attachment feature be used for this instead? Please note that we're also looking into adding a concept of Notes that, similar to Attachemnts, could be entered on select Zuora objects (likely Account, Subscription, and Invoice).

dirkjanvanvliet Senior Tutor

Senior Tutor

At the moment we have about 10 customers who we administrate their Zuora/Salesforce environment for. We have configured Zuora to send out the Z360 sync notification (errors only) to our support e-mail address. However, because in the mail notification there is no mention of the tenant ID or the tenant name, we never know for which customer we have received an error notification and thus we don't know which Z360 sync fails. 

 

Because of this we see sync errors normally way too late. We need to get those notifications with the associated tenant ID or name. 

Status: Under Consideration

@dirkjanvanvliet great idea! We'll look into adding this into all the administrative notifications, as I'm guessing this would be helpful for some there as well.

dmdaniel Savvy Scholar

Savvy Scholar

Recycling Bin

Status: Under Consideration
by Savvy Scholar dmdaniel on ‎05-11-2016 06:53 AM

There are a couple of issues with the delete permissions, so this idea is a combination of a number of different ideas.

 

- By default delete permission are enabled in the "Standard Profiles", they should not be - giving delete permission should be a more active task by an administrator.

 

- Customising the default profiles is not possible, so you need to add a new profile to remove delete privledges. 

 

- In an active system you then need to identify the users to change to this profile, unfortunately there is no report.  So its a matter of clicking on each user and changing (easy to make a mistake)

 

- There is no way to remove the standard profile, so new users may get assigned to the wrong profile quite easily. (As this would be the detault option).

 

Ultimately it is very difficult to robustly control and remove delete permissions -  to address this a couple of things need to be done:-

 

- make the default profile editable.

- remove delete capabilities from the out of the box profile.

 

Even with all of this, mistakes can happen, and ultimately there needs to be a capacility to un-delete mistakes (or even malicious actions) which could otherwise risk the survival of a business.

 

There really needs to be an un-delete capability or a recycling bin (simiar to salesforce) that would allow object that have been deleted to be restored.

 

 

 

lcacioppo Newly Enrolled

Newly Enrolled

It would be helpful for key individuals in our company to be notified when significant account events occur: Account cancelled, account deleted (this is a really big one for us) and autopay disabled with default payment method being a credit card (as opposed to "Credit Card"). Is this something that is practical and/or possible?

Status: Coming Soon

Hi @lcacioppo, great idea, and one that we've actually been working on already. Stay tuned for updates in the next 3-4 months on this front, as we'll be releasing a feature in Limited Availability that should address your use cases.

Zuora-Support Community Manager

Community Manager

There is already the ability to define whether a user can create accounts / contacts and add subscriptions, however by default this user can also cancel bill runs and cancel and delete draft invoices. It would be beneficial to lock down the access to Bill runs and other functionality. There are most likely other functions a user with basic Z-Billing permissions can access as well. 

Provide the ability for a user to upload usage files without accessing other key billing areas such as bill runs and invoices. 

Rationale for this: the ability to create a user that can create accounts / contacts and assign subscriptions, but does not have access to other critical billing area functions. The ability for the Ops team members to add usage files reported out of production systems without affecting

Status: Under Consideration

@alexanderdemes thank you for that clarification. Correct, deleting of Cancelled or Draft Invoices is currently not permisioned.

ehavens Scholar

Scholar

We use HTML format for our email notifications.  On the Account page in the Notification History section, the email preview renders the HTML code instead of the actual email.  This prevents our Zuora users from knowing exactly what was sent to the customer since they can't decipher all this gobbledygook.

 

It would be a good idea to have a Pain Text option for email notifications so they render in a legible format.

 

if this isn't the right section for this idea, please move appropriatly.Notification History.JPG

Status: Coming Soon

Turns out that this is not an easy fix for existing notifications. However, we're working on a new version of the notification framework, with greater flexibility in how events are defined, that trigger notifications. This framework now includes this fix. We'll be rolling out this new framework to select customers early next year, with GA planned for sometime in 2017.

Zuora-Support Community Manager

Community Manager

Feature Request: Ability to remove/delete Pending Active  and Inative users

Status: under evaluation

Reference Number: PLAT-4082

Business Need: Some customers are looking for the ability to remove/delete users in "Pending Status" and "Inactive", because some people have not responded to their activation email or were setup with the wrong information. Those accounts that are in "Pending Status" / "Inactive" are causing some confusion.

Kyle ZME

ZME

REST API CRUD Users

Status: Under Consideration
by ZME on ‎06-03-2016 04:41 PM

I think it would be a great idea to allow the ability to create/read/update users in Zuora via the REST apis. Is this something that is being prioritzed at this point?

 

Status: Under Consideration

Hey @Kyle, great idea and we're looking to do this along with a REST API for the rest of Zuora Settings as well. The likely timing is sometime in 2017, given other items we're working on, but would love to see this voted up to give me more feedback on the priority.

Zuora-Support Community Manager

Community Manager

Better import tools

Status: Under Consideration
by Community Manager on ‎01-13-2016 11:24 AM

Feature Request: Today, the only options available for final users to import data into Zuora are: The import tool that is available in the UI or Zuora API Utility. The first option has many limitations, for example you can only import data related with some objects like the account, contact, payment method, etc. The API Utility works for final users with some technical background, a product manager or someone more business oriented can't use a tool like this one easily

At this point, an standalone application like the Salesforce Data Loader could be a great addition to the multiple tools that we can use to import data into Zuora.

Business Need:  There is no easy way to import data into Zuora. This is major blocker to import data from legacy systems or new partners without the intervention of a technical resource from the customer side or from Zuora professional services.

Zuora-Support Community Manager

Community Manager

ZOQL: Support Parenthesis

Status: Under Consideration
by Community Manager on ‎01-13-2016 11:26 AM

Support parenthesis like every other query language that has ever existed.

For fun google "query language that does not support parenthesis".

Status: Under Consideration

The SOAP ZOQL doesn't support parentheses today, but the Data Source ZOQL does. Would love to hear use cases where parentheses in the SOAP ZOQL would help. This may influence how we look at implementing queries in REST.

Zuora-Support Community Manager

Community Manager

Feature Request: Allow ability to control Delete action on User Role permission

Status: under evaluation

Reference Number: DE9567

Business Need: Some customers don't want some of their users to have the permission to delete subscriptions or amendments.

Status: Implemented

A new permission has been added by @Lei under Z-Billing Role, called "Delete Subscriptions/Amendments", which should satisfy this requirement. If you have other permission requests, please search the forum and up vote existing items. If you don't find what you're looking for, create a new idea. Thank you!

vselskaya Student

Student

Hi Support,

we are experiencing the time out errors when making the call outs from to another system.

The time out period is 10s, can we increase/manage this period?
This timeout error is currently happening for subscription creation notification.
Thanks!

Status: Coming Soon

So now that I understand the issue better, I can say that we're working on this already as part of the Notifications on Any Event feature. This feature will open up a much broader set of events to create Notifications on. It's complementary to our Comprehensive Merge Fields feature, which we released in February, 2016.

 

First, the issue is that today Zuora will time out the callout either after 10 seconds, if it cannot establish a connection, and 15 seconds (in total, and not 25 secs as suggested by @feisley), if we don't get a response from the moment the callout is started.

 

With the new feature, we will make this timeout configurable. Since the release of the new feature is still a couple of months away, I'd recommend the solution detailed by @feisley in the interim.

S_Mizu Scholar

Scholar

Display Order of Custom Fields

Status: Under Consideration
by Scholar S_Mizu on ‎02-03-2016 12:32 AM

The custom fields are currently displayed in the order in which the custom field was created. If I want to add a new custom field that is related to existing custom field, I would like to position it around the related custom field, but the new custom field is displayed at the bottom of the custom fields. I would like to control the display order of each custom field.

Status: Under Consideration

Great idea, please continue to vote to give us a sense of priority on this.