Admin & Settings Ideas

AnudeepJ

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

Madalina · ‎07-03-2019

We are using multi-entity in Zuora, so we are normally having an user created on the top node and then from there we have provided ourselves access to the sub-entities. In Connect, we have created 3 logins, one for each environment that we are having (Development, Acceptance -which are on Sandbox and Production) using the users that we are using in Zuora's interface, created on the top node. The problem is that we are having a lot of issues when we want to add a new app for a certain sub-entity (as for ex. Workflow or Promo Codes). I have enabled Promo codes for a sub-entity (Admincontrol: https://www.screencast.com/t/V1GXFYQ5PZ), but since my user was created on the top node, the rate plans from the sub-entity (Admincontrol) weren't available, because it tried to fetch the product catalog from the top node entity and this isn't the only use case that we had. As a workaround, the guys from support told me to create a new user in Zuora directly on the desired sub-entity and then to create a new login in Connect using that user and everything will work fine, but this means that the hierarchy from Zuora doesn't work good with Connect and this is a bit painful for us, because we are having aprox. 20 sub-entities, which means that we need to create 20 different logins if we want to enable some Apps for those entities and for sure the number will increase. Is there any plan to make it work directly using our top-node login in Connect? 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

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.

Yoshihisa · ‎04-23-2019

If you set "Bill To Contact" in "To Email" and "All Account Contacts" in "CC Email", when email notification is sent, email address of "Bill To Contact" is included in CC as well as To. We have a request to implement the option to exclude "Bill To Contact" in "To Email" from "All Account Contacts" in "CC Email" so email address of "Bill To Contact" is only included in "To".

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.

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.

mmishra · ‎04-16-2019

Hi team, Recently submitted a query to export a list of all users that are SAML enabled. However, with the current export feature this is not possible and was asked to submit it as an idea. Could the team please look into giving ability to select all the user profile fields in the user exports? Thank you!

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.

klee34 · ‎05-24-2019

If I am not mistaken, when a Production Copy is done, all production data is copied. However, in the PCE, the Orders UI and the RevPro is not available. On the other hand, in the API sandbox environment, the Orders UI and RevPro is available, however, there is no Production data. So, how is one suppose to perform functional testing that exactly mirrors Production? It would be nice to have PCE with all functionality available. Thanks, Kevin

yuliya_papl · ‎03-27-2019

For the compliance reasons we should be able to see the number of users created in Zuora tenant. At the moment it is not possible to see this number in UI, or when generating All Users List Export , or make an API call.

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.

patrickfordey · ‎10-17-2018

In Spring 16 Salesforce introduced the ability to run Apex after a Sandbox refresh https://releasenotes.docs.salesforce.com/en-us/spring16/release-notes/rn_deployment_sandbox_postcopy_script.htm At this time it is not possible to programmatically update Zuora api settings in Salesforce so you cannot update the settings post refresh using the above functionality. Allowing access to the settings that control the API access would allow users to have their sandboxes automatically update themselves to point at a non production Zuora instance on refresh rather than needing it to be a manual step.

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.

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.

libertymcb · ‎11-21-2018

We send our customers notifications about upcoming renewal dates and other changes to their account (late payment notices, etc.) Currently there is no easy way to sync these email notifications to our CRM (Salesforce). This is vital information that our sales team should have access to when having conversations with their customers. Because they don't have access to Zuora, they have no way to know that there may be other communications with the customer around their subscriptions. We looked into building this out with a webhook, where authentication needs to be handled when calling the exposed apex endpoint. However, this can not be done with the Zuora callout functionality. What probably needs to happen is a new billing endpoint needs to be created, and that endpoint will do a callout to salesforce to create the note. TL;DR - we need engineers to help us implement this. We would like this to be a built out feature of Zuora's 360 sync or some other way to handle the communications through a configuration. Surely this is something that other businesses want to have available for teams that aren't in Zuora's interface?

klee34 · ‎01-15-2019

Hello, We are trying to prevent certain users from accessing certain areas, even for View Only purposes, such as Billing or Payments. However, we have been told that this currently is not possible. it would be nice if this was possible. Thanks, Kevin

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?

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).

KerryMcD · ‎10-06-2017

We have hundreds of Zuora users and it can be a real pain finding a user on the user list, especially if their first and last names are in the middle of the alphabet. Would love the ability to: Search for a user by name Sort the list by other columns like role Filter the list (build list views like in Salesforce) so I could easily pull up a list of all Active users or all FinOps users for example. Be able to export any of the results of the above (so export only active users for example). This is a huge pain point for me as an admin. Thanks in advance!

Happy Business Starts Here

Vision

Products

Zuora Central Platform

Products

Zuora Marketplace

Solutions

By Industry

By Role

Customers

Resources

Resources

Subscribed

Support

Company

Admin & Settings Ideas

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

Multi-entity in Zuora not compatible with Connect

Require Audit Trail

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

Option to exclude "Bill To Contact" in "To Email" from "All Account Contacts" in "CC Email"

Show the currently running release version in the admin setup person

Security Permission for Multiple Account Bill Runs

Add ability to select fields to download in a user report

Export / Import configuration

Zuora's Tenant Refresh Process

Export Number of Users

User account modification date

Allow for programmatic update of API settings

Ability to resend notifications

Display Order of Custom Fields

Sync Email notifications to Salesforce

Prevent User Access to a Specific Area

Too many credentials!

Give UI tabs useful names

Search for a User and/or better sorting of user list

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

Support new REST API in Production Copy (Services) Environments

API Idea: Please support OAUTH