Zuora Platform

fondaquan · ‎01-19-2017

We need to be notified when a customer's email address is incorrect or no longer valid in order to take action and proactively reach out for a new contact.

charlestaira · ‎11-17-2017

Hi, We'd like to format dates like in our <Event.Date> email templates like we can in our invoice templates (https://knowledgecenter.zuora.com/CB_Billing/IA_Invoices/Creating_a_Custom_Invoice_Template/B_Define_the_Format_for_Date_and_Number_Fields). The current set up doesn't allow us to be flexible with how we surface dates. Thanks, Charles

sralph · ‎04-12-2016

It would be useful to be able to import/export email templates and communication profiles. Some specific use cases: 1, Export a communication profile, edit externally and import back in. This would be useful if creating or maintaining multiple communication profiles across Zuora instances or within a single instance if several communication profiles are used for different classes of customer, etc. Note that the ability to clone an existing communication profile to create another would at least fulfill this partially within a single Zuora instance. 2. Export email templates, edit externally and import back in, This could be between instances of Zuora (sandbox to prod, prod to prod2, etc.) or between different company instances (where an enterprise customer may have multiple Zuora instances for different units or subsidiaries).

Zuora-Community · ‎01-28-2016

We have a lot of customers request that their payment processed emails be sent to more than one person. For example, the doctor wants to monitor the activity on the account, but their office manager also needs the receipts for bookkeeping. The emails do not go out to the secondary email on file, only the primary. I opened a ticket to see if we were missing something, and I was informed that we would have to create a new customer profile for every single customer that requests this. We would then have to enter the email addresses within that profile, then go to the actual customer account, and choose that profile that I created for that customer under billing and payment settings. That is a lot of unnecessary steps, in my opinion. There should be an option on the customer account to send these emails to multiple recipients. If we were to create a new profile for every customer, that's a lot of manual work for us, and we would then have to be updating the profiles all the time because customers change the emails on the account frequently. I just hope there will soon be an efficient way to do this. We have decided to continue to tell our customers there is no way to send them to more than one email, just because the process to add more emails to these notifications is far too time consuming. Thanks.

Zuora-Community · ‎01-13-2016

Feature Request: Allow for the currency to be changed on ACCOUNT objects if no active subscriptions are on the account Reference Number: DE7674/BIL-2753 Business Need: Customer needs to create the currency on an Account in Zuora. This is not possible currently. Customer is required to recreate the Account Object and corresponding data.

Chachi254 · ‎12-05-2016

Situation: I have two Ultimate Parent Accounts each with a single child account associated. Both of the child accounts should have been associated with one-single Ultimate Parent, but were created individually, thus creating two identical Ultimate Parent accounts. One of the child accounts needs moved to a single, primary Ultimate Parent account, and the extra Ultimate Parent account needs deleted after the child account is moved to the primary Ultimate Parent. Current Resolution Process: Update the Child accounts' Ultimate Parent to the primary Ultimate Parent chosen Cancel the invoice generated on the extra Ultimate Parent account that was generated by the subscription associated with the child account Transfer the Subscription Invoice Owner to the new primary Ultimate Parent Cancel/delete the extra Ultimate Parent account Ideal Process: Have a feature on Customer Accounts to "Transfer Customer Account" This feature would complete the entire process stated above automatically.

aomalley · ‎04-11-2016

It would be nice if when you go into the customer accounts note section if it automatically enlarged when you go to enter notes and also date and user stamped the note automatically.

Zuora-Community · ‎01-28-2016

Hello, I just read that only some months ago (August 2015) you offered the possibility to send notifications as HTML e-mails. That is great, but we need to go one step further here: The e-mail should be sent as both, HTML and text, this would prevent that the e-mail doesn´t reach its destination. It is important that invoices are reaching the customer, but a professional experience is also important. Thanks for taking this into consideration. It is possible to choose between text und HTML emails, but is there also an option to use "multipart" for the e-mails? (screenshot "mail_template_zuora.png") This would prevent that the e-mail doesn´t reach its destination.

Zuora-Community · ‎01-28-2016

It's great that Zuora offers custom fields in the product catalog. This is useful for creating custom settings for individual products, for example to add a "Campaign" picklist to products (e.g. a product rate plan could be created by marketing just for the Christmas period). However, custom fields are not "inherited" or copied when the product catalog (rate plans, charges) is used to create a subscription or quote. Other standard fields are copied by default. This then prevents to do a query or to fetch lists based on these custom fields (e.g. which subscriptions have been set up with Campaign = "Christmas"). Zuora should copy custom fields from the product rate plan/charge when a new quote or subscription rate plans or rate plan charges are created just like any other fields are copied. The behavior could be conditional, so if the custom field wasn't manually created on both the product and the quote/subscription rate plan/charges, it is not copied.

christopherduke · ‎06-23-2017

Would be helpful to be able to preview an email template using actual data, similar to the functionality that exists when adding a new invoice template. Mostly struggling with the aesthetics as it is hard to see past the angle brackets and merge fields. Also difficult to know how something like <MergeTable.PastDueInvoice> will display.

Emmanuel · ‎03-29-2017

Hello! My client realised the number of contacts is limited to 100 per account. This may seem a lot already, but here's why we would want to increase it. The context if B2B... the client sells licenses to a reseller... the reseller is our account in Zuora. Our client want to keep track of whom these licenses are sold to... to have a direct access to their users, rather that just with the reseller. The idea is that for each installation, the reseller will record the contact details of the end-user. This information needs to be recorded in Zuora as there's no other system in the picture where this can be stored. Contact seems to be the ideal candidate... but the limit of 100 will quickly be reached. The idea is to increase it. Given the fact that there's not API to retrieve the whole list of contacts for an account, we believe that impact on perf, or even storage (of course not all accounts will have that many contacts, only a few will reach a few 1000s of contacts) should be limited. Proposal: increase the limit align it with the max number of subscription per account (3000 by default).

bolaurent · ‎03-02-2017

If I search for account, I get a list that has links for each account to view or delete. Why can't I edit? Ditto for all other search results.

renaldog · ‎02-15-2017

Ability to add attachments to Product catalogue. Introduce attachments (currently exist on Account, Subscription & invoice) onto the product catalogue objects. Add a file with product related information to the product or product rate plan so that the file can read from and use for an ecommerce site and also for providing provisioning information

mruestes · ‎01-26-2017

When we're setting up a new email notification after a payment, it would be great to know the reason for the payment (renewal, new customer, upgrade, etc). In this way, we could send more specific messages when we thank a customer for their payment, i.e. Thank you for your renewal. This information is on the amendments that generated the invoice and the payment, but it's not available when setting up a notification.

rohanbatra8 · ‎11-29-2016

The ability to select a given date's exchange rates, and have all other currency prices update based on that date's exchange rates vs. home currency is a feature requested by a current client. THey will have a number of rate plans, and every so often will update the product catalog based on shift in FX prices (ie due to volatility), so want to be able to do this in mass vs. having to go through the UI for every RPC, calculting the price based on FX rate, and inputting it

Zuora-Community · ‎01-28-2016

Subscription Owner A Invoice Owner B Any email notifications for Subscription Owner A should have an option to select Invoice Owner B email addresses as the email to send notifications.

Zuora-Community · ‎01-13-2016

Feature Request: Adding Communication Profile object to Customer Account CSV import file. Reference Number: DE7722 Business Need: Currently the only way to update Communication Profile is to edit each customer account, or update through the API. Communication Profile column added to CustomerAccount.csv so that updates to Communication Profile can be automated. Then allow the CSV file to be uploaded using import feature within customer accounts section.

Zuora-Community · ‎01-13-2016

Feature Request: Need the Account Number in a payment notification email Status: under evaluation Reference Number: DE8679 Business Need: The reason for Account Number is that account name is not guaranteed to be unique. The use case - a customer will often call a support rep after receiving a payment failure notification. The payment failure notification email only allows Account.ID, which is WAY TOO LONG to reference over the phone, Account Name, which is not unique ("John Smith" can be problematic, or reps can misspell the customer name), etc. The payment notification email also allows the use BillToContact.WorkEmail, which could be used to reference an account, but QCOM uses the BillToContact.PersonalEmail field. Customer needs a way to easily and uniquely reference their account from the payment notification email, and the best means is the Account Number.

Zuora-Community · ‎01-13-2016

Currently, the country of Curacao in Zuora is spelled without an accent on the second 'c'. In NetSuite, there is an accent. This creates an integration error every time the integration is run - which might mask other errors. Please either provide the ability to setup a "user defined" country or coordinate the literal translations with NetSuite.

Zuora-Community · ‎01-13-2016

Zuora currently supports notification on upcoming renewals (in the next 90 days). The request is to have the similar capability for evergreen subscriptions, so that we notify the customers on their upcoming recurring charges. This applies mainly for annual/quarterly evergreen subscriptions.

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Ability to notify users of non-deliverable e-mails.

Format date in email templates

Add ability to export/import email templates and communication profiles

Automated E-mails to Multiple Recipients

Allow for the currency to be changed on Account

Create a way to move accounts and all associated owned subscriptions/invoices/payments easily

Notes section on the customer account

Send notifications as multipart e-mails

Copy custom fields from any product object to subscriptions and quotes

Preview Email Template Using Customer and/or Sample Data

Enhacement request: Increase the number of contacts on an account

Put "edit" link on find results screen

Ability to add attachments to Product catalogue

Add payment reason on payment email notifications

Ability to mass update product catalog pricing based on a given date FX rate

email notification must go to invoice owner.contact of subscription

Adding Communication Profile object to Customer Account CSV import file

Need the Account Number in a payment notification email

Need to integrate the Country Names between Zendesk and NetSuite

Notification on Upcoming Recurring Charge