Improvements

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.

Have the option of being able to activate or deactivate the view of reports and reports.

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.

Have a test environment that can be used to test any functionality, import, API or integration without affecting the production environment

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.

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.

Avoid having to export and re-import all the information with the changes required by Excels

Currently you have to go section by section to export lists or information, to be able to indicate which sections you want to download in a single zip.

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.