Scope
What are the new UI enhancements on the Coupons page?
What are the new UI enhancements on the Subscription Index page?
What are the new UI enhancements on the Customer Index page?
What are the new sort options available with new UI enhancement?
Can we create a new product family while creating a plan/addon/charge?
Summary
On Leap UI we have released a few UI enhancements to improve the efficiency and user experience. These enhancements will be updated on your Product Catalog 2.0 versions automatically. Please find the UI enhancements listed below with hyperlinks to the respective features.
Leap UI Coupon Details Page
Hyperlinked Summary Section
Improved Sidebar Actions
Jump to Section
Vertical Scroll Bar on Index Pages
Index Page Quick Action
Plan ID is Truncated in Leap UI
- View the list of subscriptions on the Customer index page
- Product Family filters on the Plan Index Page.
Customer ID is Truncated in Leap UI
Create product family on the fly from the plans/addons and charges page
Solution
1. Introducing Leap UI Coupon Details Page
With this update, we have converted the Classic Coupon Details page to the Leap UI page. The new Leap UI Coupon Details page is designed to provide a more intuitive and efficient user experience, allowing you to easily view and manage coupon details.
Old Classic view
New Leap view
2. Hyperlinked Summary Section
We have updated our summary box to provide a more streamlined and elegant user experience. With this upgrade, hyperlinks have been added to the summary box, allowing users to easily access related information. We have also added a summary title to the box, providing a clear and concise overview of the information presented. Previously, the information in the summary box was displayed in a less organized manner. We have worked to clean it up and make it more user-friendly.
Refer to this link for a quick demo video.
3. Sidebar Actions Improved
Introducing improved sidebar actions with added descriptions and clearly boxed actions for better clarity in Leap UI. For now, we have only added descriptions on the Customer and Subscription detail pages.
Example: We have the descriptions for Add Charge and Create Quick Charge under the Actions Panel in the Customer and Subscription details pages.
4. Jump to Section
Introducing Jump to section, with this enhancement users can easily navigate between sections on Leap UI detail pages such as the Customer Details page, Subscription Details page, and more.
Refer to this link for a quick demo video.
5. Vertical Scroll Bar on Index Pages
You can now scroll the index pages - Customers, Subscriptions, Invoices, and Credit Notes vertically. Earlier, the pages will be paginated which may prolong your search however with the new enhancement as you scroll down the list it will load all other data in a single page as highlighted below on the screenshot.
Refer to this link for a quick demo video.
6. Index Page Quick Action
Subscription Index Page
Chargebee allows you to navigate to the specific Customers page, Invoice pages & Transaction pages associated with a subscription with a single click. To make the navigation a lot simpler, you can also edit Customer, Subscription details and update important details by navigating from the Subscription Index Page itself.
Click on the ellipsis on the right corner of the subscription from the subscription index page, and the options are listed below.
References
- Show associated Customer: This will redirect you to the associated Customer details page.
- Show associated Invoices: This will redirect you to the Invoice Index page associated with this subscription.
- Show associated Transactions: This will redirect you to the Transaction Index page associated with this subscription.
Quick Actions
- Edit Subscription
- Edit Customer
- Request Payment Method
- Add Credit Card
- Add shipping address
- Add Billing Info
- Cancel Subscription
Customer Index Page
Chargebee allows you to navigate to the specific Subscription details page, Invoice pages, Order pages & Transaction pages with a single click. To make the navigation a lot simpler, you can also edit Customer, Subscription details and update important details from the Subscription Index Page itself.
Click on the ellipsis on the right corner of the Customer, and the options are listed below.
References
- Show associated Subscription: This will redirect you to the associated Subscription details page.
- Show associated Invoices: This will redirect you to the Invoice Index page associated with this Customer.
- Show associated Transactions: This will redirect you to the Transaction Index page associated with this Customer.
- Show associated Orders: This will redirect you to the Order Index page associated with this Customer.
Quick Actions
- Edit Customer
- Create New Subscription
- Request Payment Method
- Add Credit Card
- Add Billing Info
- Change auto collection
- Delete Customer
Invoice Index Page
Chargebee allows you to navigate to the specific Customer details page, Subscription pages & Transaction pages with a single click. To make the navigation a lot simpler, you can also send an email and download the invoice as a pdf.
Click on the ellipsis on the right corner of the Customer, and the options are listed below.
References
- Show associated Customer: This will redirect you to the associated Customer details page.
- Show associated Subscription: This will redirect you to the associated Subscription details page.
- Show associated Transactions: This will redirect you to the Transaction Index page associated with this Customer.
Quick Actions
- Send Email
Credit Notes Index Page
Chargebee allows you to navigate to the specific Customer details page, Subscription pages, Invoice pages & Transaction pages with a single click. To make the navigation a lot simpler, you can also send an email and download the Credit Notes as a pdf.
References
- Show associated Customer: This will redirect you to the associated Customer details page.
- Show associated Subscription: This will redirect you to the associated Subscription details page.
- Show associated Invoices: This will redirect you to the Invoice Index page associated with this Customer.
- Show associated Transactions: This will redirect you to the Transaction Index page associated with this Customer.
Quick Actions
- Send Email
You can also find the Quick Action option in Plans, Addons, Charges, Coupons & Coupon sets index pages. Refer to this link for more information.
7. Index Page Bulk action, Sort, Column & Filter Improvements
Subscriptions - Bulk Actions and Sorting.
Customers - Subscription Status Count, Bulk Actions, Columns, Filters, and Sorting.
Invoices - Bulk Actions, Columns, Filters, and Sorting.
Credit Notes - Bulk Actions, Columns, Filters, and Sorting.
Events - Columns, Filters, and Sorting.
Transactions - Columns, Filters, and Sorting.
Refer to this link for more information
8. Plan ID is Truncated in Leap UI
Previously the length of the Plan ID was longer, which created blank space in the Plan ID column, leading to a longer table. We have truncated the Plan ID to adjust the width of the column. Also, you can copy the Plan ID by double-clicking or clicking the copy icon.
9. Subscription Status View in Leap UI
On the customer page, the number of active and canceled subscription statuses is missing in Leap UI. Now you can see the number of subscription statuses on the customer page.
Now you can see the active subscription information of a customer with multiple subscription statuses. This helps you and the support team to look through the details without navigating to the customer details page. We have done the following improvements.
On Customer Index Page, the first active subscriptions appear. This will minimize the cost of an operation such as a view subscription for a customer.
The subscriptions will be sorted as per the order mentioned below.
1. Active - These subscriptions are charged based on the plan, add-ons, and billing period.
2. Future - Subscriptions that are going to be In Trial or Active state on the specified date.
3. In Trial - Active subscriptions that are in the In Trial state.
4. Paused - Active subscriptions that are temporarily stopped.
5. Non-Renewing - Subscriptions that are scheduled to cancel and will no longer renew. \
6. Cancelled - Inactive subscriptions that will no longer renew.
Refer to this link for a quick demo video.
10. Product Family filters on the Plan Index Page.
Also, you can now organize your Product catalog index pages to showcase only what’s relevant by using the filters. You can perhaps search for items and item price points efficiently.
Refer to this link for a quick demo video.
11. Customer ID is Truncated in Leap UI
Previously on the customer page, if the length of the Customer ID was longer, which created a blank space in the Customer ID column leading to a longer table. Now we have truncated the Customer ID to adjust the length of the column width. We have also provided the copy icon to copy the entire Customer ID. You can also use this feature to copy a longer Customer ID that is not fully visible.
12. Product Family flyover create Plans/Addons/Charges.
Earlier to create plans/addons/charges without product family was difficult to navigate back to the ‘Product Family’ page before creating other Product Catalog items. Now, you can create product family on the fly while creating the plans/addons and charges pages.
Refer to this link for a quick demo video.
13. Changes on Apply Button while Configuring the Product Catalog
On the Configure Chargebee > Product Catalog page, click Manage.
If no changes are made in the settings the Proceed button will close the Set Billing Frequency popup and take you back to the Configure Chargebee > Product Catalog page.
If you make any changes then Proceed button will allow you to implement the changes using an Apply button.
Refer to this link for a quick demo video.
Also, refer to the Revamped Item Details Page & Export Product Catalogue items to match the import format on PC 2.0.