Holded
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At Holded, we evolve with you, with your business. So we would like to know what you think we can improve on to make your life easier.
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Being able to export all your Holded information
Currently you have to go section by section to export lists or information, to be able to indicate which sections you want to download in a single zip.
3
·
Platforma
81
Create custom reports
To be able to design your own personalized reports, allowing us to concentrate and analyze the data that really interests us.
36
·
Platforma
442
Have custom roles for APIs as well
Allow you to create API keys that have personalized access. Currently, APIs provide access to all sections.
0
·
Platforma
12
To be able to have a date filter that is “forever”
It allows you to see the entire history with a contact without having to use the filter.
57
·
Platforma
1.4k
Next—Previous: To be able to move on to the next document, entry, accounting account or product without having to return to the list
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.
21
·
Platforma
673
Add webhooks to Holded API endpoints.
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.
9
·
Platforma
60
Be able to merge contacts
If you have several e-commerce stores and a contact purchases in both stores, this will result in a duplication of the contact. If we can merge the contact, we can unify the information and leave a single contact.
4
·
Platforma
50
Be able to export data as entered in the Holded “search engine”
That when using the “search engine” for tables, if we export in Excel or PDF, it will export only what we are viewing. As you do with the filter, you can use the search engine as a filter.
15
·
Platforma
205
Have the ability to execute more actions via API
Being able to search for contacts by email via API Being able to create a contact and associate it with a company via API To be able to obtain the tracking information of an order by making a 'get' of the document Being able to block period using API
18
·
Platforma
91
Add tag filter to listings
With 2 tags “chemistry” and “chemicamantenimento” from the search engine it is not possible to filter only by the tag “chemistry”.
1
·
Platforma
30
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