Allow CSRs (SF Users) to sync the Sub from the Managed Package

Completed

Rory Webber

26 January 2022 13:34

We get a fair number of support tickets through where Raise Order is not allowing for cancellation due to missing schedule information:

This is fairly easy for us to solve by opening the sub in Limio and requesting a sync from Zuora:

Is there anyway to expose this function through Raise Order so the CSRs can try and resolve this themselves while on the call with the customer, rather than having to raise a support ticket for someone to do this for them?

1

• Official comment

  

  Amaury de Closset

  03 February 2023 11:31

  Hi Rory, this is now an available feature in Manage Subscription and Flows:

  Let us know if you have any feedback!
• 

  Regardt van der Merwe

  22 June 2022 08:44

  Hi Rory, 

  We have been working on the new Manage Subscription App which is going to replace Raise Order in the future. We have managed to fix a number of issues and still looking into this one. We will keep you posted. 

  Thanks,
  Regardt

  0

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