Abdul Rahman
9f97be67b1
## Summary Completes the migration of all documentation from twenty-website to a new Mintlify-powered documentation site at docs.twenty.com. ## Changes Made ### New Package: `twenty-docs` - ✅ Created new Mintlify documentation package - ✅ Migrated 95 content pages (user-guide, developers, twenty-ui) - ✅ Migrated 81 images - ✅ Converted all custom components to Mintlify native components - ✅ Configured navigation with 2 tabs and 94 pages - ✅ Added Helper AI Agent with searchArticles tool for docs search ### Updated: `twenty-website` - ✅ Added 11 redirect rules (301 permanent) in next.config.js - ✅ Removed all documentation content (111 files) - ✅ Removed documentation routes (user-guide, developers, twenty-ui) - ✅ Removed documentation components (9 files) - ✅ Updated keystatic.config.ts - ✅ Preserved all marketing/release pages ### Updated: Core Files - ✅ Updated README.md - docs links point to docs.twenty.com - ✅ Updated CONTRIBUTING.md - code quality link updated - ✅ Updated SupportDropdown.tsx - user guide link updated - ✅ Updated Footer.tsx - user guide link updated
104 lines
4.3 KiB
Plaintext
104 lines
4.3 KiB
Plaintext
---
|
|
title: Emails and Calendars
|
|
info: "View and manage email conversations within your CRM records."
|
|
image: /images/user-guide/emails/emails_header.png
|
|
sectionInfo: Centralize communications and team collaboration
|
|
---
|
|
<Frame>
|
|
<img src="/images/user-guide/emails/emails_header.png" alt="Header" />
|
|
</Frame>
|
|
|
|
**Note**: To connect your email accounts and configure sync settings, visit [Email & Calendar Setup](/user-guide/settings/email-calendar-setup).
|
|
|
|
## How Email Integration Works
|
|
|
|
Twenty automatically links emails from your connected mailboxes to the relevant CRM records, keeping all communication history in one place.
|
|
|
|
### Where to Find Emails
|
|
|
|
Email conversations appear in three main objects:
|
|
|
|
- **People**: View all emails exchanged with a specific contact
|
|
- **Companies**: See all emails related to a company and its employees
|
|
- **Opportunities**: Access email threads related to the company linked to this opportunity. Email threads from individual people on the opportunity are not shown yet.
|
|
|
|
### Viewing Email Threads
|
|
|
|
1. **Navigate to a Record**: Go to any Person, Company, or Opportunity record
|
|
2. **Select the Emails Tab**: Click on the `Emails` tab to view synced emails
|
|
3. **Open an Email Thread**: Click on any email to open and read the full conversation
|
|
4. **Browse History**: Scroll through the complete email history with that contact
|
|
|
|
<img src="/images/user-guide/emails/show-inbox.png" style={{width:'100%'}}/>
|
|
|
|
## What You'll See
|
|
|
|
### Email Thread View
|
|
When you open an email thread, you can:
|
|
- **Read Full Conversations**: See the complete email exchange
|
|
- **View Participants**: See all people involved in the email thread
|
|
- **Check Timestamps**: Know exactly when each email was sent
|
|
- **Access Context**: Understand the full communication history
|
|
|
|
### Email Visibility
|
|
Depending on your mailbox settings, you might see:
|
|
- **Full Content**: Complete email text and details
|
|
- **Subject + Metadata**: Subject line, sender, recipient, and timestamp
|
|
- **Metadata Only**: Basic information without email content
|
|
|
|
## Email Sync Behavior
|
|
|
|
### What Gets Synced
|
|
- **External Emails**: All emails with contacts outside your organization
|
|
- **Automatic Linking**: Emails connect to existing People and Company records
|
|
- **Multiple Addresses**: Emails from any address link to the same contact record
|
|
- **Updates**: New emails appear within 5 minutes
|
|
|
|
### What Doesn't Get Synced
|
|
- **Internal Emails**: Emails between colleagues (same domain) remain private
|
|
- **Group Emails**: Distribution lists and group emails are excluded
|
|
- **Excluded Folders**: Folders you've chosen not to sync (configured under Settings → Accounts → Email)
|
|
|
|
### Selective Folder Sync (Lab Feature)
|
|
Control which email folders sync with Twenty:
|
|
1. Enable `Message Folder` in Settings → Releases → Lab
|
|
2. Configure folders under Settings → Accounts → Email
|
|
3. Choose specific folders to include or exclude (Inbox, Sent, Archive, custom folders)
|
|
|
|
|
|
## Troubleshooting Email Sync
|
|
|
|
### Common Sync Issues
|
|
- **Sync Delays**: Emails appear within 5 minutes, but initial imports take longer
|
|
- **Missing Emails**: Check if:
|
|
- Folders are excluded in Message Folder settings
|
|
- Contact auto-creation is disabled (emails need existing Twenty records)
|
|
- Email is from colleagues (same domain) or group lists
|
|
- Mailbox is still completing initial sync
|
|
|
|
### Email Limitations
|
|
- **System Folders**: Some email folders may not be available for sync
|
|
- **Aliases**: Only true mailboxes can be connected (not email aliases)
|
|
|
|
|
|
## Calendar Integration
|
|
|
|
### Calendar Tab
|
|
Next to the Emails tab, you'll find a `Calendar` tab that contains the history of meetings scheduled with the record.
|
|
|
|
**Available for:**
|
|
- **People**: View all meetings scheduled with a specific contact
|
|
- **Companies**: See all meetings related to a company and its employees
|
|
- **Opportunities**: Access meeting history related to the company linked to this opportunity
|
|
|
|
**Visibility Settings**: Calendar data follows the same visibility settings as emails, ensuring consistent privacy controls across both communication channels.
|
|
|
|
### Viewing Meeting History
|
|
1. **Navigate to a Record**: Go to any Person, Company, or Opportunity record
|
|
2. **Select the Calendar Tab**: Click on the `Calendar` tab next to the Emails tab
|
|
3. **Browse Meeting History**: View all scheduled meetings and their details
|
|
4. **Access Meeting Context**: See meeting participants, times, and related information
|
|
|
|
|
|
|