We create custom documentation for various Finance processes in Zuora.
I would like to add links to these docs in my zuora instance.
Let us add labels to the menu and specify the urls ourselves.
Is it possible to put help links with in the Zuora application which will take users to a relevant help topic (be it in knowledge center or custom help material).
For example in Salesforce we have help links under any tab. By default it takes users to help.salesforce.com but it can be overriden by creating a VF page with your own custom help material. In below screenshot, clicking the link will take user to help content for Products which can guide users how to create products, important fields to be filled in and so on.
Is it possible to do something similar in Zuora?
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.
I want to be able to create a report and share a clickable link to the report with my users.
I want to be able to share a link that opens the detail on a rateplancharge.
I want to be able to share a link that opens the detail on a productrateplancharge.
These patterns all work in Salesforce.com, but seem not to be possible in Zuora.
I really want to be able to get at everything via API, and I want to be able to use the API to copy my configuration to another instance, or to back it up and roll it back.
Feature Request: Require Audit Trail
Status: under evaluation
Reference Number: DE5826/PMT-876
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
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.
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.
I find the unusual layout of the Developer Center API Reference to be really unhelpful. Because the whole spec is on one page, it takes a really long time to load. And you can't use browser-search to navigate the specification for one API entry.
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).
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
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.
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
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.
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.
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!
Extend 2FA so that it doesn't just rely on the user having a mobile device, whether via SMS or authenticator app. This could be easily achieved by sending something by email.
The reason this is important is that in call centres, mobile phones are not permitted due to PCI compliance issues. It would be better to have a solution that allowed more rigorous security without a user requiring a mobile device/
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