Improvements

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

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

When you are downloading files, make sure that the screen display or order follows the same order for the download as the one displayed on the screen

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

To analyze if there are any documents, entries or contacts that do not have a tag and should have one

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.

This way we could view everything in the same Calendar and avoid scheduling activities for users during their holidays, for example. Adding “absences” to the generic calendar would work

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.

Currently you have to go section by section to export lists or information, to be able to indicate which sections you want to download in a single zip.