Improvements

To be able to design your own personalized reports, allowing us to concentrate and analyze the data that really interests us.

It allows you to see the entire history with a contact without having to use the filter.

It is very common to have to review several documents in a row or many entries. Currently, when opening a journal, document or accounting account, it is necessary to return to the list to proceed next by clicking on it. It would be very useful to have a button when viewing documents or entries that would allow you to move to the next one more easily.

Adding this filter would make it much easier during the months of January, February and March to filter by the months of the last quarter. It is currently necessary to use the custom date filter

Being able to have an internal chat between users in this way would be all centralized in Holded and we would not use third-party applications.

This improvement would be used to obtain an excel report with the Activity Record of each user in the account.

This would make it possible to allocate less resources to own developments in addition to making the necessary code much easier, frequency of calls and being able to make applications integrated with Holded that are currently not possible or require too much development.

Be able to import annual objectives into Excel. At the moment, we can only import them on a monthly basis.

Be able to choose what you want to appear in the header of the email templates. For example, in some cases we don't want the expiration of the document to be shown (in quotes or orders it may not be necessary) or the 'total' of the document

Case studies: when importing a daily book with 10,000 lines, if there are errors and you need to eliminate it, you have to delete page by page (pagination is 50)