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.

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.

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.

Have the ability to execute more actions via API

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

Create custom reports

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

Be able to export data as entered in the Holded “search engine”

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 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.

Being able to customize email templates

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

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.

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.

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.

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