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.

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

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.

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 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

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.

Avoid having to export and re-import all the information with the changes required by Excels

Currently, when you slide through a report, a list, or a calendar, the entire section moves. Sometimes you want to see the information indicated in the cells but be clear about which field it refers to, so when you slide through a calendar, report or depending on the section, the first row where the field is indicated should remain immobilized.

Allow filtering by tags in dashboard widgets, so that we can “anchor” these filters and have different widgets segmenting the information according to whatever criteria we want.