Holded
Log in
Sign up
Home
Feedback
Mejoras
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.
Showing
Trending
Sort
Trending
Top
New
Filter
Under Review
Planned
In Progress
Complete
posts in
All Categories
All Categories
CRM (76)
Team (58)
Billing (276)
Accounting (171)
Partner (120)
Inventory (214)
Projects (109)
Platform (75)
B2B Catalogue (31)
Banks (64)
Ecommerce (57)
Mobile app (2)
Integrations (40)
TPV (48)
Partners (4)
Customer portal (11)
Create custom reports
To be able to design your own personalized reports, allowing us to concentrate and analyze the data that really interests us.
17
196
To be able to have a date filter that is “forever”
It allows you to see the entire history with a contact without having to use the filter.
53
1.3k
Next—Previous: To be able to move on to the next document, entry, accounting account or product without having to return to the list
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.
20
624
Add the 'previous quarter' filter
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
3
65
Add Gallego to languages
Add Gallego to languages
4
28
Internal chat
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.
24
406
Test environment or 'sandbox'
Have a test environment that can be used to test any functionality, import, API or integration without affecting the production environment
0
62
Be able to download the Activity Log in Excel
This improvement would be used to obtain an excel report with the Activity Record of each user in the account.
0
14
Add webhooks to Holded API endpoints.
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.
5
42
Allow the import of annual objectives
Be able to import annual objectives into Excel. At the moment, we can only import them on a monthly basis.
0
6
Load More
→