StephanieJoly4
701a713042
- more details on rate at which messages are imported from Gmail - Settings -> Release deprecated to Settings -> Updates => this leads to updating the file title, file name and the navigation files - Support & Documentation accessible via Settings and no longer the nav bar - updated features out of the lab - no more integration page - added a new article with step by step on how to notify a teammate of a note to review docs.json is updated only for the English part --------- Co-authored-by: github-actions <github-actions@twenty.com>
68 lines
3.8 KiB
Plaintext
68 lines
3.8 KiB
Plaintext
---
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title: Configure Your Workspace
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description: "Every business works differently. Start with these 3 steps to shape Twenty around your needs."
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---
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<Note>**Quick Win**: Start with connecting your mailbox. This gives you immediate value and helps your team see Twenty in action with real data. You can do so under Settings → Accounts.</Note>
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## 1. Customize your data model
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Twenty offers the flexibility you need to shape the data model that will best support your day-to-day.
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Create objects and fields of any type, including relations between your different objects. You can do so under Settings → Data Model.
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Here are a few tips:
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- **You are not limited in the number of custom fields nor custom objects**. Adding custom objects and fields will not lead to upgrading your plan.
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- **People, Companies and Opportunities are the three objects from where you can access the emails and meetings synchronized from your mailbox and calendar**. We recommend using those as much as possible, adding fields to categorize your records if need be. Here is an example:
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- It is best to use the People object for your prospects and partners, creating a field on the People object named ```Person Type```, instead of creating a Partner custom object. Because you would not be able to access the emails exchanged with this person from the Partner records.
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- Create different views under People, one to display partners and one to display prospects.
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- Two People cannot have the same email address. Two Companies cannot have the same domain.
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- You can deactivate standard fields and objects you do not want to use.
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- You can hide fields from views: don't be afraid of creating fields, you won't have to display all of them.
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Read [this article](/user-guide/data-model/overview) to learn how to design your data model.
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## 2. Bring your data in
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Bringing your existing data into Twenty gives your team context from the start.
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### Connect your mailbox
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If you have not done so when creating your workspace, connect your **Google or Microsoft account** under Settings → Accounts. This allows Twenty to:
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- Import your messages and meetings
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- Auto-create contacts based on interactions (optional)
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- Keep communication history visible for your team
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**Using another provider?**
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You can add another mailbox via SMTP or another calendar via CalDAV. Go to **Settings → Accounts** to configure.
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### Import data via csv
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Use the Command menu (```Cmd + K``` or ```Ctrl + K```) to import People, Companies, Opportunities, or any custom objects via CSV.
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**Key guidelines**:
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- Download the sample file to understand the expected format
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- Limit each file to 10k records
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- Remove duplicate emails for People or duplicate domains for Companies
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- Review and fix errors (highlighted in yellow) before importing
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Read [this article](/user-guide/data-migration/overview) to learn more about data import.
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## 3. Create your first view
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Creating different views is key to make the data actionable for your team.
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Here is how to proceed:
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- **Add or hide columns**
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Manage the fields visible in a given view clicking on Options → Fields (from the top right). You can show/hide fields from there.
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- **Reorder fields**
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Reorder the fields from a given view clicking on Options → Fields (from the top right). Drag and drop the fields to reorder them.
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- **Filter your view**
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Narrow down the records displayed using the Filters from the top right.
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- **Sort records**
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Reorder records displayed using the Sort function from the top right, or by clicking directly on the column name.
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- **Choose the layout**
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You can switch to a **Kanban layout** or a list **Group By** layout, as long as the object has a `Stage` or similar select-type field.
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- **Save your view as Favorites**
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This can be done using the dropdown menu showing the different views.
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## What's next?
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Start creating automations using [workflows](/user-guide/workflows/overview).
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