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Customize Customer Accounts List page view

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Tutor

Customize Customer Accounts List page view

Hi, 

 

Is it possible to customize the view for the list Customer Accounts. Currently the list page view has the following data columns:

 

Customer Name

Bill To

Account Balance

Last Invoiced

Status

Action

 

It would be great if we could pull in fileds like the 'Sold to Postal Code' & Email Address.

 

Thanks

 

Meena.

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Accepted Solutions
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Tutor

Re: Customize Customer Accounts List page view

Thanks Adam - would be great if this could be a new a feature

View solution in original post

4 REPLIES 4
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Zuora Staff

Re: Customize Customer Accounts List page view

Hello,

 

You can create custom fields in the customer account. Here is some information on how to create custom fields:

 

https://knowledgecenter.zuora.com/CB_Billing/Billing_Settings/Manage_Custom_Fields_in_Zuora_Billing

 

Please let us know if you have any further questions.

 

Thank you



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Tutor

Re: Customize Customer Accounts List page view

Hi Monique, 

 

Thanks - but its more about the page view as opposed to custom fields that i was referring too. You can do this in Salesforce i.e. create a new list view so that the fields you can require can be displayed automatically when you go click on the Customer Accounts page.

 

Meena

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Zuora Alumni

Re: Customize Customer Accounts List page view

Hi,

 

Customizing the UI is not currently supported, however, this may be a feature in the future (no current ETA)



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Highlighted
Tutor

Re: Customize Customer Accounts List page view

Thanks Adam - would be great if this could be a new a feature

View solution in original post