Improvements

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

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

Create a new status for documents to distinguish those invoices or tickets that are partially paid from those that are fully outstanding.

To be able to view PDF in all 3 points, for example, the option to “Relate or Link” and in a pop-up you will see documents with which it would be possible to do so and a search engine so that you can do it quickly by invoice number, budget, etc.

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.

Employee can indicate if they work in person or telework

To be able to send the documents created in Holded so that the customer can digitally sign them. For example, a budget, a packing slip or a proforma.

This improvement would serve to have in the same document the Balance of sums and balances summarized in 4 digits and also of all the configured account breakdown (from 7 to 12) In this way, it is possible to analyze the accumulated balances in an Accounting Group and also the details of the accounts and balances of the same.

When creating a task, you can indicate that it links to the calendar section. Since the calendar has a box where you can see the tasks you are assigned, this way you have a calendar synchronized with all the events and tasks you have to perform.