My client would like to select contacts from another account that are not related to the account the quote is being ralsed from.
For example
The quote is being raised for company A but they want to use the contact that is held against Company B. If possible they would like to avoid setting up the contact on Company A.
Is this possible and if so how?
I thought we were able to do this in previous versions of Zuora for Salesforce.
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Many thanks for the suggestion, I have changed my template to use the ChargeSummary table and we have acheive most of what we required Sue
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Please can you tell me how to print the Rate Plan name and Rate Plan Charge name on the quote template when using the Quote Rate Plan Charge object.
The current fields being used are QuoteRatePlanCharge.RatePlanName and QuoteRatePlanCharge.RatePlanCharge
Regardless of whether I use the merge field as detailed on the knowledge centre or the SFDC field name I am getting the id rather than the name being returned.
Please advise what I should be using.
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