Improvements

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.

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

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

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.

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.

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

Keep the general and date filters for the list of products and contacts when you access a product and contact and save it, go back and when you create a new one and return to the list.

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.

In this way, the same template could be in different languages and one or the other would be sent depending on the contact's language

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.