Boards

Improvements

Improvements

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.

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.

Create custom reports

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

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

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.

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.

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.

Add the 'previous quarter' filter

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

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.

Be able to filter by tag in the list of Expenses

Add the same filters to the list of Expenses as there are in other lists such as invoices

Being able to delete/delete a section based on a date filter and not in groups of 50 by 50

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)

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