Options
- Mark as New
- Mark as Read
- Bookmark
- Subscribe
- Email to a Friend
- Printer Friendly Page
- Report Inappropriate Content
Separate record type for New Subscription and Existing Billing Account in Zuora Quotes
Some Zuora customers would not want the sales user to fill out account level fields again for existing Billing Accounts and want to handle account updates through a separate process. For amendments/renewals/cancellations, we can restrict account updates by hiding the account level fields in the related field sets. For new subscriptions on existing billing account, the field sets and record types used are the same as for new billing accounts. There's not a way to edit one without affecting the other unless we create a custom VisualForce page.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.