Feature of the week: Direct references to Shopify

This week, we’re excited to introduce a highly requested feature: direct references from customers, invoices, and orders in Firmhouse back to the corresponding entries in your Shopify admin.

This new addition brings Firmhouse and Shopify accounts even closer together, empowering you with faster navigation and more control over your subscription data.

Let’s get into it.

What’s new? 👀

Our latest update adds easy-access buttons in three main areas of your Firmhouse dashboard:

1. Customer detail page: You can now navigate directly to the corresponding customer profile in Shopify with just one click.

2. Order overview and detail pages: Quickly jump to the associated order in Shopify for a streamlined workflow.

3. Invoice overview and detail pages: Link directly to the corresponding Shopify order to review billing and payment details.

This feature helps cut down on the time spent toggling between platforms, ensuring you can handle tasks with minimal friction.

What are the benefits? 🤔

Here are a few reasons why this update is so great:

• More efficiency: Save valuable time by jumping directly to the exact record in Shopify without manually searching for it.

• Better accuracy: Get rid of any potential errors caused by navigating through multiple layers to locate specific information.

• More collaboration: Teams working across Firmhouse and Shopify can now align quickly, making sure that the handling of customer queries and order management is smooth.

• Streamlined workflow: Manage subscriptions and e-commerce data seamlessly without interrupting your work rhythm.

How it works ⚒️

Using the new feature is simple:

1. Locate the record in Firmhouse: Open the Customer, Order, or Invoice detail page in your Firmhouse dashboard.

2. Click the Shopify link: Look for the new button labeled View in Shopify. This button is prominently displayed on the detail page.

3. Navigate to Shopify: Clicking the button takes you directly to the corresponding entry in your Shopify admin, allowing you to access all relevant details instantly.

This update makes sure you stay connected and in control, whether you’re managing customer subscriptions, processing orders, or handling invoices.

If you're curious about this feature or what else we're up to, please give us a shout. Otherwise, for more product features and updates, check out our Changelog.