About dellersiek

dellersiek · ‎10-23-2019

It would be helpful to activate the account creation date as a merge field for invoice templates.

dellersiek · ‎10-14-2019

In the Zuora UI in the payments menu, I get a list of all payments that were entered. I would like to filter/search this list with the search field on the right by account name. A similar functionality is available in the invoices menu, where I can list all invoices by account.

dellersiek · ‎06-25-2018

same here, it would be very useful to combine data sources for reports. As it is now, you have to export a report of one data source and combine it externally (e.g. in excel)

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activate account.createdate as a merge field

Search payments by account name

Re: Allow ability to combine different data source objects together freely