Zuora Platform

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.

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

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

When transferring a Subscription Invoice Owner or changing the Ultimate Parent of an account, the search-logic populated in the dropdown shows the name of various customer account names matching the entered text. Being able to see customer account ID's next to the populated results or being able enter customer account ID's and having the dropdown populate with the linked customer account would be very helpful.

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.

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

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.

Lane_Russell · ‎09-19-2016

There is a requirement with some geographies that they would like the ability to store both the First Name and Last Name in a single Full Name field for billing contacts. Ideally the option would be to store contacts details in either First Name and Last Name fields or a Full Name field when creating or maintaining billing contacts within a single tenant.

waly · ‎08-12-2016

Currently, Zuora only supports the country name Viet Nam. It would be great if we also supported Vietnam since both spellings are commonly used.

AmyLy · ‎07-20-2016

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)

jbrown · ‎05-11-2016

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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Zuora Platform

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

Ability to add attachments to Product catalogue

More merge fields on Upcoming Renewal notification email

Add payment reason on payment email notifications

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

Include Customer Account ID's in Customer search-logic dropdown

Remove page-redirects after completing tasks

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

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

Add Email Notifiation triggered by setting the Auto-Pay Flag

Return State/Province ISO Codes

Create a New or Enhance the Current Note Field

Ability to store contacts Full Name in a single field

Vietnam Country Name

Additional email contacts and Payment notifications

Custom Fields on Batch Object