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.

[Partners Portal] Create a new account from the advisory portal

That from their portal the advisor can create a new account and that it appears connected to their partner portal.

complete

[Partner Portal] Direct access to customer accounts through the Partners dashboard

In the initial partner dashboard, add an “access the account” column/button, without having to enter the customer section

complete

Partners - Have alerts in the Partners module

When a customer comes up: Invoice Inbox spending Register customer/supplier That an alert may appear so that the consultancy can review the information.

complete