Admin & Settings Ideas

Zuora-Community · ‎01-13-2016

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

lmadec · ‎03-10-2020

We notice quite long response time in Zuora in the search for Invoice and Subscription. Indeed, default search parameters are for thoses objects : - Field : All - Search type : Contains It could be faster if default search parameters were : - For Invoice : o Field : Invoice Number o Search type : Exact Match - For subscription : o Field : Subscription Number o Search type : Exact Match Search In Customer account is much faster, maybe because there’s no search type “contains”. We consider it would be a nice improvement for zuora to propose directly an exact match for invoice and subscription search. At least, it would be great to be able to save our own search settings. It would be a huge time saving. In addition, I'm led to think that the search on all the data performs by the users by default may certainly be an overload on the database and server.

cgresbrink · ‎07-22-2020

I am aware that you have an API that lets you get this data, but we have robust periodic job that uses AQuA to get delta/incremental data changes for 24+ objects to put in our cache to mirror Zuora. How come we have to build a separate process or job to get the Notification Email History? Can you please expose that Object via the AQuA API?

rdeloach · ‎01-21-2016

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.

MirelaMiculescu · ‎02-11-2020

Today if an entity is provisioned, it cannot be removed from the multi-entity hierarchy. We need the possibility to de-activate or delete provisioned entities that for some reasons were never used by us. Thank you!

usaluz · ‎08-29-2019

It would be very helpfull if it would be possible to define global header and footer elements and maybe even more elements that might be used on different E-Mails. It would also be great to have a default base template, so if you create a new e-Mail notification the design and layout will be pulled from that base template.

S_Mizu · ‎02-03-2016

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.

Zuora-Community · ‎01-13-2016

Feature Request: Read-only user account (Z-Billing and Z-Payments) Status: Under evaluation Reference Number: DE3850 Business Need: Read-only user account (Z-Billing and Z-Payments) Currently, user can create new role for Z-Payments and uncheck all the Z-Payments permissions making it a read-only user but on the Z-Billing side, even though we uncheck the Z-Billing permissions, user can still create: *create account *create product *create report *create BR *create subscription Making it not a full read-only user role.

Nigel · ‎08-10-2018

(See https://community.zuora.com/t5/Release-Notifications/Zuora-Application-Release-230-August-2018/ba-p/24651 for context) Currently releases are given to happen over a range of datas. There's no easy way to tell which release an instance is on please. Please could a field be added to the Tenant Profile in Admin setup that gives the currently running version - that way we'll know when the release has happened, and can tell the difference from sandbox and production environments.

nmartelliere · ‎11-14-2019

Hi, Emails and callout (available in Notification History) of Zuora customer account are not available in z360, it is important to have in SFDC a really 360 ° view of all the exchanges with our customers (invoice sending, sending reminder for example). Best regards, Nicolas Martelliere VIDAL SA

christopherduke · ‎12-20-2018

As a Zuora admin, would like for my users to be able to preview Orders without needing to grant them "Post Invoices" permission, so that we can maintain our internal controls.

bolaurent · ‎09-23-2016

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).

bolaurent · ‎05-25-2017

I have credentials associated with Zuora: Community Connect Support Subscribed University This is kind of a pain; how about a unified auth system?

yuliya_papl · ‎05-28-2018

Currently on the User account level we see the creation date only. For tracking and audit purposses would be great to have user account modification and deactivation dates.

AnudeepJ · ‎07-25-2019

Hi Team, Good Morning, This Post is in regards to Zuora "Bill to Contact" and "Sold to Contact" under "Key contacts" on an Account page. Can we know if State/Province field can have picklist values pre-defined for "Australia" or "New Zealand", as currently State/Province field is a free text field. This has caused issues as in the past it was sometimes updated in lower case , upper case and also abbreviations(Ex- New South Wales to nsw or NSW ) and also because of some legacy migrations. When our Finance team is pulling some reports and segregating data by State we are getting a bit of messy data cause of this . Any timelines or workarounds in progress , please let us know. Regards Anudeep J

Zuora-Community · ‎01-28-2016

One issue I saw with leveraging the Zuora SPF record, it tossed my SPF over the RFC limit of 10 lookups (it alone is over 10)...many folks have either done subdomains for items like this or started to leverage DKIM...with such a large SPF, I would like to see a DKIM option to ensure email delivery if possible...

senorstanley · ‎12-28-2018

For high volume and transactional business, there needs to be a lot of AR specialists working in Zuora to process orders. We need to create a lot of one-off account Bill runs to collect initial payments. However, a specialist may create a bad bill run and accidentally select multiple accounts which could create a lot of problems. I think it would be created to add another security permission to "Allow multiple account bill runs". We could give AR specialists the ability to run a single account bill run and leave the multiple account bill runs to administrators.

bolaurent · ‎03-03-2017

It's a significant source of friction that I can't search for an object until I click on that object name in the sidebar, then the search window on the right. Please give us a unified search field, displayed on all UI pages in the same location, that searches all objects. So, for instance, if I enter "INV0000123" it gets me to an invoice, and if I enter "Foobar" it displays accounts and subscriptions named foobar*. Also, if there is only a single hit (as for instance, "INV000123" would produce), then take me directly to the record.

Kenta · ‎06-28-2018

In the Notification Framework, an Event Trigger can compare old and new values on a given field (e.g. Invoice.Status and Invoice.Status_old). We would like for the subsequent callout built on the trigger to be able to reference this information This would allow an external system to hold the business logic of determining actions based on the combination of the old/new values

Renaldo · ‎06-10-2016

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.

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Admin & Settings Ideas

Require Audit Trail

Changing default search parameters for Invoices and Subscriptions

Allow getting Email Notification History via AQuA

Export / Import configuration

Delete/remove entities in Multi Hierarchy tenants

Using Partial Templates for E-Mails

Display Order of Custom Fields

Read-only user account (Z-Billing and Z-Payments)

Show the currently running release version in the admin setup person

Synchronize Customer Notifications History in SFDC (Z360)

Ability to Preview Order w/o "Post Invoices" Permission

Give UI tabs useful names

Too many credentials!

User account modification date

Zuora "Bill to \Sold to contact -State/province Picklist values Implementation for Australia & NZ

DKIM implementation

Security Permission for Multiple Account Bill Runs

unified search in Zuora UI

Ability to include old and new values on a given field in callout (via Notification Framework)

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

Notification callouts for significant account-level events

API Idea: Please support OAUTH

Usage related permissions on custom role