We have implemented a number of significant improvements to optimise the performance, navigation and organisation of the platform. Find below a detailed overview of what's new:
Performance improvements
Faster integrated search engine (cmd+k)
We have integrated a new faster search engine to which you can easily access also using the cmd+k key combination. This improvement allows you to find the information you need more efficiently, speeding up your daily tasks.
Navigation improvements
Left sidebar
The top navigation bar has been replaced by a left sidebar. This new layout improves usability and allows quicker access to the main tools.Easier customisation of elements
The personalization of elements is now more intuitive, making it easier to organise the tools and sections you use most.Sidebar themes
You can now customise the sidebar themes, allowing you to tailor the interface to your visual preferences.Home and cleaner boards
We have merged the Home and Board views into a single one with tabbed navigation. This not only makes the interface cleaner, but also improves accessibility to your main projects and resources.Collapsible bar
The sidebar is collapsible, allowing you to expand the workspace when you don't need to access the navigation. This functionality is ideal for maintaining a clean and distraction-free working environment.
Organisational improvements
New Tax section
Tax management now has its own independent section, separate from accounting, which simplifies the organisation of tax obligations.
New sections: Purchases, Treasury, and HR
The former Expenses, Banking, and Equipment sections are now renamed as Purchases, Treasury, and HR.
Top menu
Everything related to your Holded account is now in the top menu.
Bottom menu
In the bottom menu you will find all the options related to your user profile, including the access to contact support, search for an article or sign up for a webinar.
New CRM section
The CRM has been reorganised and now includes all related functionalities, including Opportunities and the former Activity Scheduler, now Meetings, which were previously a separate gem. This enhancement allows direct access to all customer management tools.
My Zone
My zone section will automatically be placed at the top when an employee is assigned, making it easier to access and manage your team.