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Currently, Zuora does not 'officially' support 27% of desktop browser usage in the US (stats here). While we can be perscriptive about browser use for our internal Zuora users, this is a fairly major concern implementing Payment Pages. It's not practical for us to A) hope customers can use the Payment Page despite their browser being unsupported, or B) require customers who can use our product just fine to switch browers to pay us. Since Safari (9%), IE (11%), and Edge (7%) collectively make up 27% of browser use, Zuora should prioritize including these browers in their support policy.
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As of today, we do not recieve any notification if we post invoices and the deliver of email fails. This could mean that our customers never recieves their invoices. In addition, we would have no idea if any invoices fails to be delivered.
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Hi,
One of my customers needs to have the state/province ISO codes returned instead of or along with the state names when querying for accounts or contacts. Can we please add this feature?
Thanks,
Waly.
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We send an Upcoming Renewal email 60 days prior to a subscription renewal, but there are a very limited set of merge fields available. I would like to be able to include a full list of fields (including custom fields) from: Account Default Payment Method The Invoice Posted notification was enhanced in the past and now has a very rich set of fields available. I would like a similar level of details available for Upcoming Renewal.
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Ability to define Custom Field in Zuora as Numeric.
Currently, Zuora only allows text, picklist or date.
Number conversion and using Zoql against a number within text field is not efficient.
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Hi, Need the ability for ZUora to send bounce back notification to tenant's admin users whenever an email is send to the customer but the email address is invalid. Thanks, Alka
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The addresses located in the "Additional email" field in the Account record are only included when sending out Invoice Notifications.
When sending out Payment Notifications, those addresses are excluded.
Could we request that the Payment notifications also pay attention to the addresses in the "Additional email" field?
(posting this on behalf of a customer)
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To more easily create parent & child relationships between accounts, I'd like to vote for a Clone button on the Account. (I didn't see one for my user's role)
This is before any bill runs, invoicing, or payment has occurred. It would not assume the same credit card details.
Mainly this is to capture similar address, contact, and text/picklist information. Similar to the "Clone" button that Salesforce has.
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Other software that sends emails on behalf of a sender usually provide information about the status of an email once it is sent. I need to know whether the email was 'undeliverable', 'unopened', 'opened', or 'replied'. Since there is no place for notes without an add-on and we do not have this information, it is difficult to prove the customer received the invoice.
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We can customize the name of a Batch, but not add a custom field. We have integrated software that updates information, based on Batches. Although it would be feasible to use a custom name and code the integration on that, it's not best practice to build code on names/text. If we had a custom field, we could use that in the integration logic.
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Feature Request: ISO Country Code field on Contacts
Status: under evaluation
Reference Number: DE5825
Business Need: Customers are asking if it is possible to add an option/field to use the ISO Country Code on the contacts field. As per these customers requirements, the integration with thier accounting system they require the ISO Country Code and not the English Country Name. (might solve a lot of problems with non-English systems.)
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Ability to change date format of merge fields in email templates. Currently displays as mm/dd/yyyy which can be confusing for international customers.
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I posted this in the community and was told it was not possible so I am submitting as a feature request - "We are trying to set up renewal reminder emails for our customers on annual subscriptions to remind them 30 days before their annual subscription renews. We would like to include the price of their subscription so they know how much we will be charging them upon renewal. I cannot seem to find a merge field we can include in the email that will achieve this."
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Currently, Zuora only supports the country name Viet Nam. It would be great if we also supported Vietnam since both spellings are commonly used.
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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).
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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.
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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.
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If I am viewing an Account in Zuora UI, and I display the All Amendments sub-tab, then click the "create new amentment" link, Zuora insists that I first "Search Customer by Name or Account No", and then "Then Select a Subscription". But it already knows which account I want. If there's only one subscription, it can figure that out as well. Please make this part of the UI smarter! 1. 2.
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The Upcoming Renewal Notification supports a very limited number of merge fields. Customer use case is to send renewal notification 30 day prior with the customer's next bill amount (could be MRR or TCV or custom field). Supporting additional Subscription merge fields would solve this use case.
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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.
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