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01-26-2021
08:43 AM
01-26-2021
08:43 AM
Filter billing accounts and subscription charges
Hi,
I am very new to zuora cpq, got a question:
Is it possible to filter the billing accounts and subscription charges based on fields on respective objects to not see the full list of records when creating a new quote with the quote wizard.
I noticed there is a post from 2016: https://community.zuora.com/t5/Zuora-CPQ-Ideas/Allow-Filtering-on-Select-Billing-Account-global-comp...
But doesn't seem to resolve the issue, was wondering if something like this has been added afterwards.
I understand that I can implement the plugin to SelectBillingAccounts component or re-do the Quote setup Visualforce page but would like to see if there is a simpler solution.