Admin & Settings Ideas

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.

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.

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

klee34 · ‎01-14-2019

We have currently implemented Orders and would like to control the ability to impact Orders. However, there are no permissions available for Orders under User Roles. Can this be implemented? Thanks, Kevin

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

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.

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.

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.

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.

kcavanaugh · ‎10-08-2018

We are working with our ops team to reduce the number of manual account updates that their team has to perform, particularly related to editing Contacts or adding e-mails to the 'Additional E-mails' text box. Our hope was to create a specific profile for our Collections team to allow them to make changes to these fields. After looking at potential options, it seems that both Contact edits and 'Additional Email' edits are both grouped under the 'Modify Account' permission that also give access to ANY other field on an account level. Some of the custom Account fields we have created have end user provisioning impact, so from an audit perspective we cannot grant access to these users to edit all fields. I would like to request added functionality to be able to separate the permissions to edit contacts/addtl e-mail text box from the full 'Modify Account' permission set. This would be a big help to the efficiency of their team.

VictoriaK · ‎11-27-2018

Under some circumstances (we think due to custom event triggers) when sending a notification email, the HTML is rendered fine but the plain text version is sent as the HTML document that makes up the email. This is due to Zuora only allowing notifications to be as HTML or Plain Text and not both. Would be good if multi-part email notifications were supported.

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?

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

jamiedavidson · ‎11-13-2018

One of the pain points we have right now is monitoring Zuora for failures. Periodically, we query https://rest.eu.zuora.com/v1/notification-history for failure notifications for both callouts and emails. What would be great is if we could receive a callout when a notification is entered in to the history. For example, for emails, I could use a custom event trigger of { "active": true, "baseObject": "EmailNotification", "condition": "changeType == 'INSERT' && EmailNotification.result != 'OK'", "description": "Trigger an event when a new email notification is added for an email which did not send successfully", "eventType": { "description": "An email failed to be sent", "displayName": "Email sending failed", "name": "EmailSendingFailed" } } And for callout failures I could use { "active": true, "baseObject": "CalloutNotification", "condition": "changeType == 'INSERT' && CalloutNotification.responseCode != '200'", "description": "Trigger an event when a new notification is added for a callout which did not complete successfully", "eventType": { "description": "A callout failed to be made", "displayName": "Callout failed", "name": "CalloutFailed" } }

wilcoschreurs · ‎11-12-2018

Currently we can only retrieve value of CreditMemoTemplateId a DebitMemoTemplateId of an existing Account by using the REST GET method for one account only. But we want these 2 fields to be available in query/export/aqua results to feed the DWH, so we are not limited to exporting 1 account at a time

gelaimr · ‎03-22-2018

Use Case: When creating Notification Definition, we can only set one CommunicationProfileID at a time. it is a bit of task to create definition individually when a tenant has several Communication Profiles to manage and can this also result in a profile being accidentally missed.

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.

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!

zachmeyer · ‎12-04-2017

We would like the ability to pass parameters into the Callout Notification BaseURL. The URL is currently static. For example, instead of a hard coded URL like this: https://mywebsite.com/zuora/account We would like something like this: https://mywebsite.com/zuora/{AccountId} This is useful for REST APIs that expect specific information in the URL. We would like the parameter options to include custom fields as well.

Happy Business Starts Here

Vision

Products

Zuora Central Platform

Products

Connect Marketplace

Solutions

By Industry

By Role

Customers

Resources

Resources

Subscribed

Support

About

Admin & Settings Ideas

Reset All Passwords Next To Add User Button - Insa...

Support new REST API in Production Copy (Services)...

API Idea: Please support OAUTH

Security Permission for Multiple Account Bill Runs

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

Prevent User Access to a Specific Area

Access Control for Orders

Require Audit Trail

Show the currently running release version in the admin setup person

Allow for programmatic update of API settings

Ability to resend notifications

User account modification date

Export / Import configuration

Separate Contact edit permission from 'Modify Account'

Support multi-part email notifications

Sync Email notifications to Salesforce

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

Allow notifications to be used as base objects for custom event triggers

Add Credit Memo Template ID and Debit Memo Template Id of an Account to query/export/aqua results

Allow Notification Definition to be created for multiple or ALL Communication Profiles

Display Order of Custom Fields

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

Allow parameters in Callout Notification Base URLs