Admin & Settings Ideas

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.

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!

Zuora-Support · ‎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

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

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.

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.

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.

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.

Zuora-Support · ‎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.

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

neils · ‎09-13-2019

Currently the Services environment data refresh process copies PII data from production to Services. This data is in scope for the California Consumer Privacy Act (CCPA) and GDPR. All PII data should be scrubbed during this conversion process so that Services environments do not become in scope for CCPA and GDPR. Can the refresh script be updated to include scrubbing this information that is identified in this article: https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/Responding_to_Individual_Requests_for_Access%2C_Correction%2C_and_Deletion_of_Data_Under_the_GDPR.

sHruschka · ‎12-19-2019

For multi entity environment it should be possible to define global shared custom fields but with entity wise default values and in case of picklist values entity wise picklist values. For example, we have fields which are used in every entity, but have different default values per entity, currently we cannot configure this in Zuora. Same for the picklist values, it should be possible to define a set of picklist values per entity without losing the comfort to have a shared custom field.

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.

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).

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 · ‎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?

Yoshihisa · ‎11-27-2018

There are requests from customers that the functionality to resend notifications is needed. e.g. there are cases where email address is not correct and notifications could not be sent. And after the email address is corrected, the notifications need to be resent. One idea would be to implement "Resend button" in "Notification History" screen.

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

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.

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Admin & Settings Ideas

Changing default search parameters for Invoices and Subscriptions

Delete/remove entities in Multi Hierarchy tenants

Require Audit Trail

Synchronize Customer Notifications History in SFDC (Z360)

Export / Import configuration

Using Partial Templates for E-Mails

Display Order of Custom Fields

Show the currently running release version in the admin setup person

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

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

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

Make Services Environment Data Refresh Process scrub PII Data for CCPA and GDPR Compliance

Multi Entity - shared Custom Fields - entity wise default and picklist values

User account modification date

Give UI tabs useful names

Security Permission for Multiple Account Bill Runs

Too many credentials!

Ability to resend notifications

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

unified search in Zuora UI

Usage related permissions on custom role

Reset All Passwords Next To Add User Button - Insane Button Arrangement

Support new REST API in Production Copy (Services) Environments