Admin & Settings Ideas

amandash

Currently, the Platform app is available in the Zuora UI only for users who are assigned with the 'Admin' and 'Standard' Platform Roles. The pain point here is that users who are assigned to a custom Platform Role and have access to tools like Data Query and Workflow, the Platform app is not visible in the Zuora UI and users can only access those tools via a unique url, which is extremely inconvenient.

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!

tharney · ‎02-03-2020

It appears directly accessing Email History partially exists via url, however it does not accept an id in the url. It returns an error message. I feel as though it would relatively straight forward to implement and eliminate the necessity to access this information via the API. https://www.zuora.com/apps/CustomerAccount.do?method=viewEmailNotificationHistory&id=2c92a0ff64176cd401642501f72f1684

vgorkanti · ‎01-31-2020

According to support, currently there is no API which can retrieve the Zuora user details.We need to manually login to system and pull the user details if we want to verify. I am intrested in getting these details from API, which can simplyfy one of our usecase for reporting needs.

trevorvogt · ‎01-30-2020

Hello, it would be a great advantage to be able to set the date, time and numbering format independently from the language setting (locale). We, for example, are based in Switzerland, which has a very specific numbering format (123'456'789.00) and we use (;) as a standard list separator for CSV files. I have tried various different locale settings and could not find any which matched the above. Therefore we are currently using English (United Kingdom) as a locale setting, as they use (.) as a decimal separator. This still causes complications since with this the list separator is (,) and the number format is (123,456,789.00), especially when creating and conciliating various reports. It is possible to do this in windows settings for example. Any advice and or workaround is appreciated, yet I believe implementing this would be to everyone's advantage. Kind Regards, Trevor Vogt

TC123 · ‎01-23-2020

To check what the Zuora users see based on their user rights, it would be good to be able to log in as a user instead of being obliged to create the same type of user with same rights in a sandbox and to log in to test what they see. I suggest to add a button "log in as" for each user (like in Salesforce) in Manage users. This is useful for support for users done by a Zuora administrator.

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.

steve · ‎11-19-2019

not the first day of the next term

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

JamesQSR · ‎11-11-2019

It would be really useful to be able to re/arrange custom fields once created. At the moment they are shown on the Custom Field management page in reverse-chronological (newst >> oldest), but in the object they are arranged chronological (oldest >> newest) However, as business requirements change, its possible that enhancements are made out of order. Then when lookin in the UI for a particular field it would be good to place these together. Specific Example: On our Invoice Object we have added custom fields for: Service A provisioned (Y/N) Service B Provisioned (Y/N) Special Noted Service A Expiry (date) It would be handy to move the Service A Expiry field to be next to the other Service A field

pask · ‎11-03-2019

Hi, I don't know if there is a feature to directly login into a specified entity. Using this link https://sandbox.eu.zuora.com/apps/newlogin.do?method=login Zuora will automatically login into main entity. Thanks in advance.

chiragjha · ‎10-29-2019

Hi, With advance configuration, invoice complexity and workflow base extnesion I think we should have an option to define custom field at Tenant Level. This will help at various level i..e. invoice enhancement, batch process and workflow enhancemnet. Thanx, Chirag

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

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Admin & Settings Ideas

Make Platform app visible in UI for Custom Platform Roles

Changing default search parameters for Invoices and Subscriptions

Delete/remove entities in Multi Hierarchy tenants

Accessing Zuora Email History via URL

Ability to pull the Zuora user details via API

Ability to set the date, time, number format and list separator (CSV) independently

Login as a user to check what they see based on their rights

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

Fix UI so that subscription end date is true end date

Synchronize Customer Notifications History in SFDC (Z360)

Ability to sort/arrange custom fields

Login Directly to a Specified Entity

System (Tenant) Level Custom Fields

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

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