Zuora Platform

sundar9987 · ‎07-16-2020

Hi Team - Zuora documentation says that it is not possible to get the deleted records from the PAYMENTMETHODTRANSACTIONLOG, RefundTransactionLog & Payment TransactionLog objects. Is there a reason for this behavior? Is it because no deletes happen in those objects? Please clarify. @Yong Zuora doc - https://knowledgecenter.zuora.com/Central_Platform/API/AB_Aggregate_Query_API/B_Submit_Query/a_Export_Deleted_Data Thanks, Sundar

steve · ‎11-18-2019

Would be great to have more flex in out of the box email notifications from Zuora

jonnyfinch · ‎06-28-2019

Currently the date format for email notifications is based on the locale settings for the Zuora user who triggers the action (e.g. the bill run). To me this doesn't make sense at all. I would expect it to use the locale setting for the relevant communication profile. We are UK based, so most of our Zuora users have a locale setting of "English (United Kingdom)" so that our reports and UI use the UK date format. However, most of our customers are in the US, so we have setup a separate US comms profile along with a complete set of emails created specifically for these US customers. The locale setting for this profile is set to "English (United States)" and I really expected this would mean that these emails would use the US date format. But it turns out this is not how it works. Please provide a facility to allow us to use the comms profile locale setting to control the date format of customer email notification.

roantondtt · ‎05-14-2019

Currently, the key metrics displayed on the costumer screen display the account balance according to different criteria (Total, Invoice Balance, Unapplied payment balance, unapplied credit memo balance...) Our customer needs, as a general petition, to enrich/improve the information offered in the 'Account' screen. One of the concrete requests is to be able to drill down the transactions that make up each metric displayed on that section. The drill down should be displayed on a pop-up window or on a different screen. For example, for the invoice balance the drilldown should include all the invoices that are part of this balance, and the amount that they apport to it.

jaltman · ‎04-10-2019

When adding the child account, we need to have the abillity to easily add the parent information to "sold to" for tax purposes. This is a step heavy process now as we have to add a contact to the child account and then it shows up in the "sold to" drop down of the child account. Also, it is monotonous since the parent account is obvoisuly already a contact in Zuora and we get a notice stating such. So, why not just make it an option in the "sold to" drop down? They are already in a parent/child relationship so it seems to make sense.

yipei · ‎01-17-2019

Hi there, When we are configuring the email templates for auto renewal reminder and manual renewal reminder, we can only choose the Subscription Name as a kind of ID number for the customers to locate which subscription is going to be renewed. However, a sequence of number normally does not make too much sense to a customer. We would like to request adding Product and Rate Plan related merge field for the email templates so we can make the email notifications more sense for our customers. Thanks,

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.

jgalloway · ‎08-09-2018

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.

gayendra · ‎07-04-2018

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.

loganjones · ‎06-26-2018

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.

masae_imai · ‎03-26-2018

Currently, <DataSource.Subscription.AutoRenew> in email templates is displayed as "true / false". But these words are not familier to Japanese. We would like to display "yes / no" in order to make easier for our Japanese customers to understand.

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

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.

christopherduke · ‎06-20-2017

Ability to change date format of merge fields in email templates. Currently displays as mm/dd/yyyy which can be confusing for international customers.

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."

jonconley_sg · ‎05-18-2017

This is important for responses that differ in structure than the success response. For instance, under error, the CRUD account update returns an undocumented field, "message". { "message": "An unexpected error occurred" } A success, on the other hand, returns { "Success": true, "Id": "2c93808457d787030157e0321fdf4fab" }

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?

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Getting deleted records from RefundTransactionLog & PaymentTransactionLog objects

Offer more options than just 90 days in advance limit on OOB email notifications

Email notifications should use the communication profile locale setting for date format

Drilldown on account screen key metrics

Add the "parent name" to the child account drop down for "sold to"

Include Product and Rate Plan merge fields in Email Templates

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

Email Invoice Delivery Status after sent

Numeric Custom Field

Improve Browser Support for 27% of Desktop Users (Safari, IE, Edge)

Changing display words of of Email Merge Fields

Format date in email templates

Preview Email Template Using Customer and/or Sample Data

Changing Date Format of Email Merge Fields

Email notification whenever an email fails

Merge Field for Including Renewal Price in Renewal Reminder Emails

The rest API documentation should contain error response examples

Bounce back notification for invalid Email address

Allowing edit of email recipients for payment receipt email

Longer product description field

Add custom field support for TaxationItem.