Improvements

When entering an IBAN in the contact, verify that it exists.

The improvement would consist of configuring multiple due dates and payment days for contacts and automating the transfer of these dates to the corresponding invoices. This would allow users to set multiple due dates for a single contact, making it easier to track payments and improve efficiency in managing invoices, and would also prevent human errors.

When you download an Excel with your customers or contacts, a column appears with the “related people” so that you can have that information. In addition, also add a column in the excel for exporting the “Person” contacts, which tells us which company these contacts are related to. To have quick visual information of the people linked to the contacts when exporting contacts and to be able to carry out mailing campaigns more easily.

Have the option of contacting WhatsApp with a contact.

Be able to calculate sales commissions per user. Currently, the best way to calculate commissions is based on tags. For example, by adding a tag with the name of the commercial to each of your contacts, this will allow that when generating any document to that contact, it will be generated with the commercial's tag. If you want to change it, you could also do it when creating the document. Then, you can filter by these tags, which are the names of the commercials, to know the sales of each of them. Learn more about tags here; https://help.holded.com/es/articles/6983650-los-tags-o-etiquetas

Being able to link document templates to a contact's file. In this way, every time you issue a document to a contact, the template that has that contact configured will be used instead of the default configuration template

To be able to view the opportunities connected to a document from the document itself. Currently, opportunities can be connected to budgets and invoices, but it can only be viewed from the opportunity.

When creating a contact, you can indicate if you are a supplier and a customer at the same time, for example. Right now, since it is not possible to indicate two options, we cannot report everything

To be able to create a contact and have the option of sending them the data protection law from Holded so that they can sign it.

Be able to filter by other information, such as the number of opportunities at each stage of the funnel.