Improvements

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.

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

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!

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.

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.

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.

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

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.