Happy Business Starts Here

Zuora Staff

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

5 Comments
Savvy Scholar

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

Community Manager

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

Scholar

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

Savvy Scholar

Voted - thank you, @Lana!

Honor Student

Loving the new navigation, so much cleaner Smiley Happy