Improvements

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.

Being able to transfer a contact from company to person and vice versa.

To be able to set a limit, in the contact form, so that the sum of the outstanding due dates plus the orders that are placed in new ones does not exceed it, unless it is accepted. A warning message should appear giving the option of accepting or not placing a new order given that it exceeds the commercial risk limit given to a customer. An example would be a customer who has a limited business risk (entered by hand in a box) of 50,000e. And that customer has undue, outstanding payment, 40,000 euros. If you place a new order of 15,000 euros, the system should notify you that you have overcome the risk, and in this case accept or not place the order.

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 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

Currently fields such as due date, payday or payment method do not have a column in the contact list. It would be useful to have a column in the table itself with this data. Anyway, right now you can export this information to work on it en masse in the “update contacts” excel

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

Be able to filter by date, recipient, or subject of the email in the history of sent emails.