Hi Not sure if this should be added here or under Ideas but I was wondering about the plans for making custom objects and records visible on other Zuora objects in the Zuora UI? Example use case: Business Unit A produces order documents for each order a customer signs (not referring to Zuora orders but orders as a standard term). These order documents can be can be of type standard new orders or change requests to already existing orders. A customer can therefor have multiple order documents These documents are stored in a separate system. When looking up the customers in Zuora, the Business Unit wants to be able to find all links to the order documents registered on this customer. So each order document the customer has signed, the BU wants to have an accessible URL for these specific documents. (A "dead" text field is ok. Link can be copied into browser). I wanted to create a custom object "Order Document Link Repository" using Workflows to create these custom object records. Custom object fields with example: CustomerAccount__c: A000000001 OrderDocumentNumber__c: 12345667 OrderDocumentType__c: Standard Order or Change Request OrderDocumentLink__c: URL When looking up the customer in Zuora, I wanted to know if these records was possible to show on the Customer Account page? Example, as a collapsible area like Billing and Payments info and Electronic Payment Methods: As a back office rep I will see the link to each document stored on this customer (see column on the right) Is something like this on the roadmap? Thank you for feedback 🙂
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