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.

Create custom reports

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

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.

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.

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

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.

Notification Center

Have a customizable notification center where you can choose to be notified and be internal within the platform instead of by email. Notifications about accepted budgets, task status changes, vacation days, employee birthdays, etc. Leave us your comments here to learn more about what type of notifications you would like to receive in Holded!

Be able to search for tags in a combined way.

Enable in the tag search engine the possibility of doing a combined search for tag1 + tag2. Right now, if we search for two tags, we get the items that contain both tag1 and tag2 separately, as well as those that have both tags.

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.

Test environment or 'sandbox'

Have a test environment that can be used to test any functionality, import, API or integration without affecting the production environment

Maintain search filters when accessing and saving or exiting a product, contact or project

Keep the general and date filters for the list of products and contacts when you access a product and contact and save it, go back and when you create a new one and return to the list.

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