Improvements

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.

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.

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.

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

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

That the columns have the correct format so that you can easily add up.

In this way, the same template could be in different languages and one or the other would be sent depending on the contact's language

It allows you to customize the breadth of the supertables of contacts, products, documents, etc. in order to make better use of this space to visualize.

It would be useful to be able to add a secondary image to more Holded templates without using html code and to do so directly with the default options of the template as is possible in the “Mino2" and “Clean 2" template. It is useful to be able to add an image with ISO certifications, partnerships and any extra information in image format. It is now possible to add a secondary image to any Holded template using the html template editing functionality.

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