Zuora Platform

tarun · ‎04-27-2016

It would be nice to be able to Tag (Add/Edit/Delete) Customer Accounts, Invoices, Batches, Payments and Bill Runs.(record type) Look at all of the combimed record if a report was run on a Tag, and then sort by the above record type and tag.

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).

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.

aomalley · ‎04-11-2016

It would be nice to have a field on the customer account that is a rolling average days outstanding. Meaning you go into a customer there is a field that is real time that shows for example that averaging all invoices paid by this customer over a given period of time it takes on average x amount of days for them to pay. Then it would be great to be able to pull this field into a report. So, you could pull for example all customers who average days outstanding is over say 60 days.

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.

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 · ‎01-28-2016

Customer has a use case where multiple products within a single subscription could have different trial start dates. Let's assume that a Trial is only for 1 month. So for example: a customer selects Product 1 on Trial on December 01 and then selects Product 02 on Trial on December 15 . On Jan 01 , the Trial for Product 01 should end. At this time, assuming the customer is going to convert to a paid subscriber for Product 01, Zuora would need to fire off a notification on Jan 01 to the Provisioning system (which is the charge end date) for Product 1. Subsequently, another notification will be fired to the Provisioning system on January 15 for Product 02.

Zuora-Community · ‎01-28-2016

Hi, When I trigger a Batch Create in Account Updater and when there are too many cards, it runs for hours with no way to abort it (In my case I realised later that I want to edit the configuration). I need to wait for the entire thing to get completed and then trigger it again. There should be some way to cancel the batch creation. Regards, Ranganathan

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 · ‎01-28-2016

Currently, it's not honoring custom fields set on invoice generate. It'd be grand if it did.

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: Add Netherlands-Antilles to Supported Countries Reference Number: DE10571 Business Need: Some of customers need to set the contact record's country as Netherlands-Antilles.

Zuora-Community · ‎01-13-2016

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.

Zuora-Community · ‎01-13-2016

Feature Request: add a validation procees that warns or prevents a user from entering an illegal character in the UI. (this would prevent a sync job failure due to unsupported xml characters) Status: under evaluation Reference Number: DE7125 Business Need: This is of high importance since Z-Billing users are not aware that they are entering a non-supported character on the web UI. If this happens, the whole account sync fails and the engineering team would have to clean up the production data for them

Zuora-Community · ‎01-13-2016

It would be great if I could create an automated notification that would go out to people with outstanding balances 3 to 5 days before their invoice is due. This is something that my accounts receivable team used to do manually, but it seems like it would be pretty simple to set up a trigger that would do it automatically.

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.

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

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

It is also possible to have multiple events registered for a given event type (i.e. 30 days before renewal, 60 days before renewal, 90 days before renewal, etc.), but it does not appear possible to do this type of thing with the invoice past due event, even when providing a different name for each registered event of that type. This enhancement is being review and can be track in DE7138.

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Tagging

Add ability to export/import email templates and communication profiles

Notes section on the customer account

Avg Days Outstanding by customer

Send notifications as multipart e-mails

Copy custom fields from any product object to subscriptions and quotes

email notification must go to invoice owner.contact of subscription

Need event notifications to be triggered on charge end dates within a subscription

A way to cancel the Account Updater Batch

Automated E-mails to Multiple Recipients

Allow custom fields on generate() api calls

Adding Communication Profile object to Customer Account CSV import file

Add Netherlands-Antilles to supported countries

Ability to clone basics of an Account

validation that prevents a user from entering illegal characters in the UI

Notification that Payment is Due Soon

Notification on Upcoming Recurring Charge

Need to integrate the Country Names between Zendesk and NetSuite

Need the Account Number in a payment notification email

Multiple events registered for a given event type (Notification feature)