About hmishkoff

hmishkoff · ‎01-28-2019

Great info, Manojna, thanks!

hmishkoff · ‎01-28-2019

Thanks, Manojna, I greatly appreciate your help!

hmishkoff · ‎01-28-2019

Manojna: Is there anything available online that explains what Data Connect is? What you have to do to set it up? What problem it solves? What are the potential positive and negative impacts? I'm looking for a real overview, because that document that's entitled "Overview" really isn't. Also: Is it OK to upgrade Z-360 without upgrading Z-Quotes? Or do I need to upgrade Z-Quotes at the same time I upgrade Z-360? Thanks for your help!

hmishkoff · ‎01-28-2019

My boss wants to sync credit memos (with Salesforce), which I think requires Data Connect. The online document that claims to offer an overview of Data Connect really doesn't. I'd like to know things like: What has to be done to upgrade? What will be the differences after the upgrade? What has to be done to administer Data Connect? And so on, from a high level. Is that kind of information available online anywhere? Thanks for your help!

hmishkoff · ‎01-28-2019

We're running Z-360 v3.31 and Z-Quotes v7.32, and my boss wants me to upgrade Z-360 so he can sync credit memos. He asked me if it's possible to upgrade Z-360 without upgrading Z-Quotes. Last time I asked that question (a couple of years ago), I was told that it wasn't recommended, which is what I told him. But he wants to know why. So... * Is it still not recommended to upgrade 360 without also upgrading Quotes? * If that's not a good idea, why not? Thanks for your help!

hmishkoff · ‎09-06-2018

One of my users sends me a scheduled report every morning as an email attachment, I have to massage the data and upload it to Salesforce. I've automated the process except for retrieving the attachment, which I have to do manually. If the report could be automatically saved on our network instead of being sent to me as an email attachment, I could automate the entire process. But I can't figure out a way to do that. Is it possible? Thanks for your help!

hmishkoff · ‎09-19-2016

I'm trying to upload some price changes as subscription amendments, but I can't figure out where to get the rate plans. I started by downloading the Subscriptions Zip, and I was hoping that I could basically revise the prices, rearrange the data, and upload it as amendments. The download includes the product name & SKU, and it includes the charge name, but I don't see that it includes any rate plan info, which seems to be required by the Mass Order Entry Template. So: If there's no rate plan info included in the Subscriptions download, how do I that info for the amendments upload? Thanks for your help!

hmishkoff · ‎09-12-2016

Wow, that was fast, thanks!

hmishkoff · ‎09-12-2016

vu_phan: That's sandbox 12514 and production 4085. Thanks!

hmishkoff · ‎09-12-2016

We're also interested in the MRR Reports in both sandbox and production environments. What info do you need from me in order to do that? Thanks!

hmishkoff · ‎02-17-2016

Right, but... If you hadn't told me that, is there somewhere I can look on our tenant website to get that info? In Salesforce, for example, I can look at their logo at the top of our Salesforce screen and see that we're on the Spring 2016 release (represented by the blue butterfly). Is there any way I can find that info about our Zuora release on our Zuora screen?

hmishkoff · ‎02-17-2016

How can you tell what release you're running under? I got the schedule for the new release, but is there any way to verify that the new release is actually in effect?

hmishkoff · ‎02-11-2016

Has anyone come up with a workaround that lets you track subscriptions and generate invoices at the contact level, rather than at the account level? We've been using Zuora and Salesforce for a couple of years. On our legacy system, we used to track subscriptions at the contact level, so a single account could have multiple contacts, each with their own subscriptions. Salesforce seems to support that structure, but Zuora seems to track subscriptions and invoices only at the account level. This creates problems for us, because we use Salesforce for other, non-subscription aspects of our business as well, and we continue to track those areas as an account (company) with multiple contacts (individuals). Anyway, I'm assuming that there's no way around this problem, as this structure seems to be inherent to Zuora. But I figured it wouldn't hurt to ask, to see if anyone's managed to figure out some kind of clever way to circumvent this limitation.

hmishkoff · ‎02-11-2016

Will do, thanks!

hmishkoff · ‎02-10-2016

Has anyone come up with a workaround that lets you track subscriiptions and generate invoices at the contact level, rather than at the account level? We've been using Zuora and Salesforce for a couple of years. On our legacy system, we used to track subsciptions at the contact level, so a single account could have multiple contacts, each with their own subscriptions. Salesforce seems to support that structure, but Zuora seems to track subscriptions and invoices only at the account level. This creates problems for us, because we use Salesforce for other, non-subscription aspects of our business as well, and we continue to track those areas as an account (company) with multiple contacts (individuals). Anyway, I'm assuming that there's no way around this problem, as this structure seems to be inherent to Zuora. But I figured it wouldn't urt to ask, to see if anyone's managed to figure out some kind of clever way to circumvent this limitation.

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Re: Upgrade 360 but not quotes?

Re: Data Connect overview?

Re: Data Connect overview?

Data Connect overview?

Upgrade 360 but not quotes?

Report to network instead of email?

Uploading amendments: rate plan?

Re: Limited Availability Program Hits the Community

Re: Limited Availability Program Hits the Community

Re: Limited Availability Program Hits the Community

Re: What release?

What release?

Invoice at contact level?

Re: Invoice at contact level?

Invoice at contact level?