Admin & Settings Ideas

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.

Karina · ‎09-10-2019

We have several Business Units asking for the possibility to have required custom fields marked as green in the UI. Would this be possible to consider? In somewhat complex installations we can have quite many custom fields, and when working directly in the UI it would be helpful for the users to easily see what fields are mandatory. Thank you for any input if you see other options :)

Sanketh · ‎09-06-2019

We have CreatedByID , UpdatedByID on each object . But it is hard to map this into specific username via logic through any API and zObject of User. Helpful to have User fields fetched through API calls hence people doing changes on records could be tracked.

usaluz · ‎09-04-2019

Given time, both systems grow apart. So the sandbox has way more custom fields etc. which the Productive Enviornment does not have. From time to time it makes sense to revert the productive settings back to the Sandbox system. With I don't mean Accounts and Orders and such but the following: All Admin Settings (Except Users) such as Custom Fields, Notifications / Events / Templates, Taxing Options, Billing Settings, Payment Settings / Payment Provider. This combined with my Notification Template and Global Variables Idea would make any consultants life a piece of cake

usaluz · ‎09-04-2019

Allow for UI Extensions in order to add custom buttons e.g. to an Invoice View where a workflow can be startet. Example: On the invoice Object in the UI I can can add a button "Start Workflow XYZ" and when this button is clicked it starts a call on the workflow with some context information (such as Invoice Id) as Workflow parameters. In particular we need this in order to regenerate the Invoice correctly if a payment is applied or a credit memo. There is no automatic event for that.

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.

sgangal · ‎08-27-2019

Hello, I will like put forth a suggestion related to Credit Memos. (1) Please consider implementing a mechanism to limit Credit Memo creation by "Amount" e.g User role "A" should be permitted to create a Credit Memo <= $100 User role "B" should be permitted to create a Credit Memo <= $1,000 User role "C" should be permitted to create a Credit Memo <= $5,000 etc. (2) Please consider implementing a mechanism to have approval hierarchy for Credit Memos e.g. All Credit Memos >= $500 and < $2,000 need approval by Supervisor "S" All Credit Memos >= $2,500 and < $5,000 need approval by Manager "M" All All Credit Memos >= $5,000 need approval by Director "D" etc. Thanks. ~ Salil

usaluz · ‎08-22-2019

It would be great to have tennant variables such as: E-Mail Subject Prefix Footer Links / Or Footer in General And maybe E-Mail Adresses etc. that can be used in E-Mail Templates. With this method you can change the Tennant Variable and all E-Mails will be changed as well. Simple but very effective.

TrixabelleCP · ‎07-30-2019

Logging on to your support center using LastPass is unpleasant. It won't auto-fill and then after logging in it prompts you to add your login details again to LastPass (when you don't need to).

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

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,

Yoshihisa · ‎06-12-2019

When you use "BillRun.Batch" parameter in callout, the same value as displayed in the screen is returned from "BillRun.Batch". Therefore the value varies depending on the display language and custom name of the batch. We have a request from a customer that they would like to have a callout parameter which returns the same value of "Batch" field in "Get bill run" API so the value is not affected(not vary) by the display language or custom name of the batch. The purpose is that they would like to pass the value of "Batch"(which is not affected the display language or custom name of the batch) to the application which is called by callout.

roantondtt · ‎06-07-2019

Currently the aging bucket configuration is the unique for all system. But in our current customer the aging bucket depend on the customer type (public administration, wholesale accounts, retail...) I suggest to add a mandatory picklist field in the account entity, whose values are configurable in the billing configuration, to define the customer type. Then this new field will be a new parameter, a new liberty degree, in the configuration of aging buckets. There will be a single customer type by default, and will be selected by default in the aging configuration

roantondtt · ‎06-05-2019

I suggest that the label of custom fields is independent of the API name The custom fields will have a name and and API name, which will be linked like they are right now. But the label will be independent from the name. And the label will have multilanguage support. The english value for the label will be mandatory and the default one, and then the Zuora admin can set additional label values for the rest of languages supported by Zuora

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

EmmaBrightpearl · ‎05-03-2019

When the 'Generate PDF' button is used in SFDC, it saves the generated quote to the Notes and Attachments related list. SFDC are deprecating the Notes and Attachments functionality soon. We need to be able to save the generated quote to SFDC 'Files' instead. This is urgent as we cannot proceed with moving our Org to Files, or even with moving our Org to Lightning (as it doesn't support Notes and Attachments properly) until you fix this. We have had to stop a major project to move to Files and Lightning because of this limitation.

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".

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!

bharatmurthy · ‎04-16-2019

Scenario here is to migrate all the settings and configurations from one environment to other say, from sandbox to Performance testing environment. This could potentially include all the custom fields created under different objects and all the possible settings under Billing, Payment, Finance etc tabs. Currently these configurations and settings are performed manually across different environments. We are looking for a way to migrate these using some API calls if possible.

kshridhar · ‎04-11-2019

Hi, Today, the customer's account number field can't be modified after it has been set once. These days with strict data privacy laws, and for the GDPR data compliance, there are requirements to anonymize personal data for the inactive users. We do NOT use Zuora's automatically generated account numbers for our customers. We assign custom values to that field which includes customer's e-mail address and some other data. Since, account number is not editable, we are not completely able to anonymize user's personal info. If there is an API where in we will pass a new (unique) account number for an account, and the API will update old account number with new account number at all the places (subscription, invoices etc.), that would be helpful for such cases.

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Admin & Settings Ideas

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

Required Custom Fields - mark green in UI

SOAP & REST API Calls to fetch fields from USER record

Copy Config Elements from Prod to Sandbox and vice versa

UI Extensions on Objects

Using Partial Templates for E-Mails

Credit Memo: Amount Limits + Approval Hierarchy

Tennant Varibles

Make the support center work with password managers such as LastPass

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

Multi-entity in Zuora not compatible with Connect

Callout parameter of "BillRun Batch" which is not affected by the display language or custom name

More flexible aging bucket configuration

Make the label of custom fields independent of the API name

Zuora's Tenant Refresh Process

Save quotes to Files in SFDC, not Notes & Attachments

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

Add ability to select fields to download in a user report

API to migrate custom field and entity settings

API to update Customer's "Account Number" field

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