Zuora Platform

JimmyC · ‎08-21-2018

It would be nice to have the ability to have invoice items and taxation item information within the email body. Essentially the same functionality as tables within the invoice templates but being able to have those in the email body itself.

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.

masberg · ‎06-14-2017

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.

rlaker · ‎06-12-2017

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."

adas · ‎05-11-2017

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

spaolozza · ‎04-26-2017

bolaurent · ‎04-13-2017

The product2.description field in SFDC is 4000; can we have the same length in Zuora product catalog?

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).

Jeffrey · ‎03-10-2017

When adding merge fields, such as <DataSource.BillToContact.FirstName>, directly in Source HTML mode, Zuora will delete the merge field upon saving. Only when adding merge fields in HTML mode and Plaintext mode is supported by Zuora. Zuora should not be deleting the merge fields and either notify the user what should be corrected, or support merge fields in Source HTML mode. By deleting the Merge Field, this causes a confusing user experience.

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.

bolaurent · ‎03-01-2017

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.

Jeffrey · ‎02-22-2017

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.

peterwalsham · ‎02-15-2017

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.

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.

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.

Chachi254 · ‎12-05-2016

After completing various tasks within the Zuora UI, the page will automatically redirect to a "Master List" of the respective task being executed rather than taking me back to the customer account being managed. Thus, requiring me to click the "back" button over and over until I get back to the customer account page I was previously on. Examples: After processing a manual bill-run, the page redirects to a master list of all excecuted bill-runs. Secondary complaint: The bill-run master list should display the selected customer account being processed. Simply displaying the bill-run ID provides no value. After deleting an invoice, I'm taken to a master list of the most recently generated invoices rather than simply taking me back to the customer account the invoice was deleted from. After deleting a subscription, I'm taken to a master list of the most recently created subscriptions rather than simply taking me back to the customer account the subscription was deleted from.

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.

sarahtodd · ‎11-11-2016

We would like to see a notifiaction feature that will trigger an Email confirmation when a user signs up for auto-pay, with last 4 digits of their credit card shown in body of the email.

waly · ‎11-08-2016

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.

daniellehoag · ‎10-24-2016

Presently, any user can edit or remove a note at the customer account. It would be helpful for the notes field to allow for more characters and require an audit trail, such as how the email history is tracked. That way, it cannot later be removed or edited and we know the exact date it was added.

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Ability to embed invoice item, taxation item information within email body

Preview Email Template Using Customer and/or Sample Data

Email notification whenever an email fails

Merge Field for Including Renewal Price in Renewal Reminder Emails

Bounce back notification for invalid Email address

Allowing edit of email recipients for payment receipt email

Longer product description field

Enhacement request: Increase the number of contacts on an account

Support Merge Fields in Email Templates when Source HTML mode enabled

Put "edit" link on find results screen

Create Amendment UI

Support Subscription Standard and Custom Fields on the Renewal Notification

More merge fields on Upcoming Renewal notification email

Add payment reason on payment email notifications

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

Remove page-redirects after completing tasks

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

Add Email Notifiation triggered by setting the Auto-Pay Flag

Return State/Province ISO Codes

Create a New or Enhance the Current Note Field

Add custom field support for TaxationItem.