Holded
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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.
Create custom reports
To be able to design your own personalized reports, allowing us to concentrate and analyze the data that really interests us.
32
Be able to merge contacts
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.
3
Be able to search for tags in a combined way.
Enable in the tag search engine the possibility of doing a combined search for tag1 + tag2. Right now, if we search for two tags, we get the items that contain both tag1 and tag2 separately, as well as those that have both tags.
2
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
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.
56
That when selecting a fiscal period other than the calendar year, the dashboards will show a fiscal year filter and the date filters were also fiscal year by default and not calendar year
6
Add the BCC and CC field to the send document endpoint
Add the BCC and CC field to the send document endpoint in the API documentation.
0
Add Gallego to languages
Add Gallego to languages
5
Allow sorting by two columns at once in any Holded table
Use case, in the order list, you can sort by date and also by 'total' at a time.
0
Being able to limit the deletion of items using roles
Limit the deletion of documents, products, payments and collections... etc. through roles to control who can delete and who cannot and thus protect information and have greater control of processes.
0
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