Streamlined Filtering for B2B Customer Data

Streamlined Filtering for B2B Customer Data

Shopify Updates: 

Effortless B2B Customer Data Filtering

Shopify Plus merchants now have powerful new filtering options to quickly locate B2B customer data. By leveraging company and company location metafields, you can efficiently pinpoint the exact customers or datasets you need.

Filter Options Available

The new filtering capabilities allow merchants to filter by specific metafield types, including:

  • Single-line text
  • Product reference
  • True or false
  • Collection reference
  • Page reference
  • Metaobject reference

This flexibility ensures you can adapt the filters to match your unique business needs.

Where to Use These Filters

The new filter functionality can be utilized in two primary areas:

  • The Companies index page, where you can scan through your entire list of companies
  • The company details page, for a deeper dive into individual records

Get Started Today

Start using these new B2B filtering options in your Shopify admin right away. Need more information? Visit the Shopify Help Center to learn more about filtering by metafields and maximizing this feature for your business.

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