Community News

Expand all | Collapse all

Announcing an Updated Zuora Navigation System!

  • 1.  Announcing an Updated Zuora Navigation System!

    ZUORA
    Posted 08-10-2016 08:59

    We are pleased to announce an updated design for navigating the product. We hope it will make your Zuora experience a bit easier and faster. It will be available as part of the August Release, which is scheduled for:

    • APISandbox release: 10 pm, 08/10 (Wednesday), PT
    • Production release: 10 pm, 08/17 (Wednesday), PT

     

    NewZuoraUI.png

     

    Get the most out of the updated navigation system

    • Click the Menu Button MenuButton.png appearing in the upper-left corner to open and close the navigation menu easily; use it to expand screen real estate for your everyday tasks.
    • Click the expandable and collapsible sections CollapseButton.png of the left navigation to focus on the sections of Zuora you use most often; log back in and notice that the navigation menu now remembers where you left off.
    • Click the Pin Button PinButton.png to use Zuora as you always have with the navigation menu always open and accessible on the left side of your screen.

    Watch a brief overview of the navigation system in action:

     

    NavigatingZuora.png

     

    Important: A few pages have moved

    No pages have been removed from the product with the new navigation system, but some have moved out of the left navigation into the Profile & Settings menu in the upper-right corner. If you can't find a page, use the table below to find its new location in the product.

     

     

    Page

    Was located in:

    Now is located in:

    Customer Accounts

    Left Navigation Menu under Z-Billing or Z-Payments

    Left Navigation Menu under Customers

    Payment Method Updater

    Left Navigation Menu, located in Payment Operation under the tab called Payment Method Updater

    Profile and Settings Menu under Payments, click on the link called Manage Payment Method Updater Batches

    360 Sync

    Left Navigation Menu under Z-Commerce

    Profile and Settings Menu under Commerce, click on the link called Synchronize Salesforce.com Data

    Quote Templates

    Left Navigation Menu under Z-Commerce

    Profile and Settings Menu under Commerce, click on the link called Configure Salesforce.com Quote Templates

    Checkout Pages

    Left Navigation Menu under Z-Commerce

    Profile and Settings Menu under Commerce, click on the link called Manage Checkout Pages

    Revenue Recognition Rules

    Left Navigation Menu under Z-Finance

    Profile and Settings Menu under Finance, click on the link called Manage Revenue Recognition

    Chart of Accounts

    Left Navigation Menu under Z-Finance

    Profile and Settings Menu under Finance, click on the link called Manage Chart of Accounts

    Manage My Extensions

    Left Navigation Menu under Z-Platform

    Profile and Settings Menu under Platform, click on the link called Manage My Extensions

    Manage Extension Data

    Left Navigation Menu under Z-Platform

    Profile and Settings Menu under Platform, click on the link called Manage Extension Data



  • 2.  Announcing an Updated Zuora Navigation System!

    ZUORA
    Posted 08-15-2016 14:33

    Voted - thank you, @Lana!



  • 3.  Announcing an Updated Zuora Navigation System!

    ZUORA
    Posted 08-19-2016 04:38

    Loving the new navigation, so much cleaner



  • 4.  Announcing an Updated Zuora Navigation System!

    ZUORA
    Posted 08-15-2016 14:11

    Thanks for the feedback @christopherduke!  It looks like that this feature will be part of the September release per this idea post reply from our PM.  In the meantime, definitely add your vote to @Andrew8ken's idea and any additional ideas you have about the links in the sidebar over there so that the right team can see it.  Thanks again!

     

    Lana



  • 5.  Announcing an Updated Zuora Navigation System!

    ZUORA
    Posted 08-15-2016 14:05

    Looks great but disappointed that I can't CMD-click any of the new menu items to open them in a new tab Cat Frustrated



  • 6.  Announcing an Updated Zuora Navigation System!

    ZUORA
    Posted 08-15-2016 14:14

    I'll add personal feedback: If you could decrease the height of the left menu categories (Customers, Products, Billings, Payments, Finance, Reporting) slightly, that might seem to help provide more real estate