Improvements

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

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!

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.

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.

Be able to choose what you want to appear in the header of the email templates. For example, in some cases we don't want the expiration of the document to be shown (in quotes or orders it may not be necessary) or the 'total' of the document

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

Currently, the search engine searches for the last 365 days. It would be useful to not have this date limit and to be able to search in other years and improve search power.

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

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.