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The zlien Platform Has a New Look

Posted by Peter Menge

6/15/17 4:36 PM

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Our customers spoke. And we listened.

We are always working very hard to improve the experience of our users, and we are excited to announce that we have made some significant changes to the zlien platform that will be available to all users beginning on Monday, June 19, 2017.

These improvements are the direct result of feedback from our users. In addition to applying the comments and suggestions that you, our users, provide, we dug deep into the back-end of our software to gather analytics on how our users engage with the zlien platform every day. Our goal: to create a more effective platform and to facilitate a better user experience for you, our users.

So, we’d like to thank you, our users, for your continued support of zlien, and for your invaluable contributions to the development of our product. Everything included in this update came from your feedback, your suggestions, and your requests. Simply put: we couldn't have done it without you!

what's happening when

The updated zlien platform will be available to all users beginning on Monday, June 19, 2017. The old platform is not going away immediately. Starting on Monday, users will be able to toggle between the new platform and the “classic” platform. Over the next several weeks, our goal is to transition all of our users to the new, enhanced platform.

EXPLORE WITH US

Want to see the platform in action, check out our recorded webinar below:

When you first open the new platform, pop-up suggestions will appear to show you how some basic functions have been improved.

Watch our webinar to learn about updates and improvements to the zlien platform.

What's new

Filters and Exports

Now users can create filters to organize, view, and sort projects, and then save those filters to use the next time you login to zlien. No more starting from scratch! You can also export that data in a way that works for you and your business.

Slide-Out Previews

Slide-outs allow you to quickly and easily add projects, file documents, and more without having to leave the current page, view, filter, or scroll position. 

Invoice Listing Functionality

Now users can mark invoices as 'paid' with one click, group invoices by project, and bucket invoices by billing period. Associating waivers with invoices is easier than ever, and invoice dates will update trigger dates for monthly notices. These are big improvements that quite a few of our customers have asked for.

Add Projects and Order Documents Faster

Adding new projects has never been easier. Now, adding a new project is a 3-step process and only requires necessary project information (optional project information can be added later). Ordering documents will be much faster too, as all available documents will be auto-filled with dates and other information sourced from the project information.

Retainage

Now users are able to add retainage amounts directly on the project page.

Enhanced Project Timeline

The improved project timeline provides a full view of your project’s history, including information like project creation date, documents, attachments, and system messages. You can also filter and sort your timeline view.

Mobile

The new platform features a responsive design that works on mobile devices so you can manage projects and payments from anywhere.

Login to your account and opt in to the new look.

Thank you for all of your feedback and support.  Your success is our success!

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Topics: Product Releases