Changelog
Follow up on the latest improvements and updates.
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new
Flow update
New actions to handle B2B entity creation
To streamline use cases outside of company application intake & approval, we've added two new actions to Shopify Flow that allow for creation and management of B2B companies in Shopify:
- Create company-- Creates a new company in Shopify, alongside a respective company location
- Assign customer as company contact-- Assigns an existing customer as a company contact for a specific company location, with either the 'Location admin' or 'Ordering only' role
improved
fixed
Minor update
Google Maps address autocomplete improvements
- Added a loading state when returning results
- Improved error handling for improper API keys
new
improved
fixed
General update
B2B self-service portal features and improvements
We've made several changes to the app's 'B2B self-service portal' extension to support common multi-entity operations and improve the overall ease of use for B2B customers:
- Bulk contact-location assignment and removal:Location admins can now add and remove existing contacts for multiple company locations at once
- View all contacts: Location admins can now view and manage contacts for all company locations they have access to (rather than just the current location)
- Removed the location switcher from within the extension body and updated the app to utilize Shopify's native location switcher instead
- Updated the page layout with more descriptive sections and cards
- Added better loading states
- Other minor fixes and improvements
New profile block for self-service callout
The app now includes a new block extension that can be added directly to Shopify's native Profile page in customer accounts. This non-functional block will only display to B2B customers, and it's meant to help with discovery by including a CTA that will redirect customers to the app's 'B2B self-service portal' full-page extension (when enabled).
Other notable changes
- Improved the customer experience when submitting application forms with auto-approval
- Improved on-screen handling of backend server errors from Shopify
- Removed constant display of custom message in 'Already approved' banners
- Fixed issue when updating tax registration ID values for existing locations via self-serve portal
- Fixed issue with event trigger for 'company-application-viewed'
new
improved
Minor update
Additional language support
Onboard B2B now supports default language strings for 8 additional languages:
- Italian
- Spanish
- Dutch
- German
- Japanese
- Korean
- Swedish
- Russian
improved
fixed
General update
File uploads and Flow action improvements
- Improved performance and CX when using file upload fields on extension forms
- Updated Flow action for 'Create application' to include support for Shopify's standard field for 'External Company ID'
B2B self-service improvements
- Updated UI/UX to make "Edit location" functionality more intuitive
- Fixed bug where custom field values weren't editable for existing locations
new
improved
fixed
General update
New search feature for Applications
We've added a tool to the Applications table in the app admin that allows users to search for applications. All field data for applications is searchable, including: Company name, Contact name, Contact email, Location name, Location billing/shipping address, custom fields, and more.
Other notable changes
- Fixed issue with field-level validation for Location billing/shipping address fields
- Fixed validation issue for hidden fields when editing applications that have 'billing same as shipping' set as true
new
improved
fixed
General update
Phone field support for company contact forms
The app's form builder now includes an optional phone number field that can be added to the company contact form. This field allows a phone number to be collected when B2B customers (with the 'Location admin' role) use the app's self-service portal to invite contacts to company locations.
Note:
This phone number data is saved directly to the native customer phone field in Shopify, and similar to customer email addresses, Shopify requires these values to be unique per customer/contact.Other notable changes
- Fixed issue with conditional logic for state/province fields
- Fixed issue during approval of company applications with blank values for multi-choice fields
- Fixed issue with custom field display when editing company locations on self-service portal
- Improved UX during contact lookup invite on self-service portal
improved
Maintenance update
- Updated app backend to use a newer version of Shopify’s APIs
- Updated the app’s customer account extensions to use Shopify’s new Polaris web components
improved
fixed
Minor update
- Changed extension name from "Manage contacts page" to "B2B self-service portal"
- Other minor fixes and improvements for app admin
new
improved
fixed
Minor update
- Form rule improvements for the 'Company contact' form type; Added a new condition (customer email) and a new action (tag customer upon submission)
- Other minor fixes and improvements for the app admin
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