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March 24, 2020 - Collections Window and Notes

Zuora

March 24, 2020 - Collections Window and Notes

We have released two Early Adopter features in Collections Window and Notes. Features that are in the Early Adopter program are available to existing customers for final verifications before they are made generally available.

  • In Collections Window, you can now create a follow-up task to track the collection of a particular payment or account. Follow-up collection tasks are not tied to workflows.
    For details, see Create a follow-up task.
  • In Notes, you can now create a user group for easier communication. By typing @ and then the group name, you can mention a group by the group name in a note in Collections Window. After a group is mentioned in a note, all users in the group will receive an email about the message, as well as a notification in Collections Window.
    For details, see Manage user groups.