diff --git a/README.md b/README.md index ec7dd2ad2..5f6a9e92b 100644 --- a/README.md +++ b/README.md @@ -1,5 +1,17 @@
+ +

+ + + + + Product Hung Banner + + +

+
+

Twenty logo @@ -8,16 +20,16 @@

The #1 Open-Source CRM

-

馃寪 Website 路 馃摎 Documentation 路 Roadmap 路 Discord 路 Figma

+

馃寪 Website 路 馃摎 Documentation 路 Roadmap 路 Discord 路 Figma


- - - Companies view + + + Cover

@@ -43,100 +55,68 @@ We built Twenty for three reasons:
# What You Can Do With Twenty -We're currently developing Twenty's beta version. Please feel free to flag any specific needs you have by creating an issue. Below are a few features we have implemented to date: -+ [Add, filter, sort, edit, and track customers](#add-filter-sort-edit-and-track-customers) -+ [Create one or several opportunities for each company](#create-one-or-several-opportunities-for-each-company) -+ [See rich notes tasks displayed in a timeline](#see-rich-notes-tasks-displayed-in-a-timeline) -+ [Create tasks on records](#create-tasks-on-records) -+ [Navigate quickly through the app using keyboard shortcuts and search](#navigate-quickly-through-the-app-using-keyboard-shortcuts-and-search) ++ [Personalize layouts with filters, sort, group by, kanban and table views](#personalize-layouts-with-filters-sort-group-by-kanban-and-table-views) ++ [Customize your objects and fields](#customize-your-objects-and-fields) ++ [Create and manage permissions with custom roles](#create-and-manage-permissions-with-custom-roles) ++ [Automate workflow with triggers and actions](#automate-workflow-with-triggers-and-actions) ++ [Emails, calendar events, files, and more](#emails-calendar-events-files-and-more) -## Add, filter, sort, edit, and track customers: +## Personalize layouts with filters, sort, group by, kanban and table views

- - - Companies view + + + Companies Kanban Views

-## Create one or several opportunities for each company: +## Customize your objects and fields

- - - Opportunities view + + + Setting Custom Objects

-## Track deals effortlessly with the email integration: +## Create and manage permissions with custom roles

- - - Emails + + + Permissions

-## Tailor your data model to meet business needs: +## Automate workflow with triggers and actions

- - - Data model + + + Workflows

-## See rich notes displayed in a timeline: +## Emails, calendar events, files, and more

- - - Rich notes + + + Other Features

-## Create tasks on records - -

- - - - Tasks - -

- -## Navigate quickly through the app using keyboard shortcuts and search: - -

- - - - Keyboard shortcuts - -

- -## Connect your CRM to all your tools through our APIs and Webhooks. - -

- - - - API - -

- -
# Stack @@ -167,7 +147,3 @@ Below are a few features we have implemented to date: - Join our [Discord](https://discord.gg/cx5n4Jzs57) - Improve translations on [Crowdin](https://twenty.crowdin.com/twenty) - [Contributions](https://github.com/twentyhq/twenty/contribute) are, of course, most welcome! - - - - diff --git a/packages/twenty-website/public/images/readme/data-model-dark.png b/packages/twenty-website/public/images/readme/data-model-dark.png new file mode 100644 index 000000000..ffb30a3b2 Binary files /dev/null and b/packages/twenty-website/public/images/readme/data-model-dark.png differ diff --git a/packages/twenty-website/public/images/readme/data-model-light.png b/packages/twenty-website/public/images/readme/data-model-light.png new file mode 100644 index 000000000..9eb4efb4d Binary files /dev/null and b/packages/twenty-website/public/images/readme/data-model-light.png differ diff --git a/packages/twenty-website/public/images/readme/github-cover-dark.png b/packages/twenty-website/public/images/readme/github-cover-dark.png new file mode 100644 index 000000000..eefe9c00d Binary files /dev/null and b/packages/twenty-website/public/images/readme/github-cover-dark.png differ diff --git a/packages/twenty-website/public/images/readme/github-cover-light.png b/packages/twenty-website/public/images/readme/github-cover-light.png new file mode 100644 index 000000000..edd190302 Binary files /dev/null and b/packages/twenty-website/public/images/readme/github-cover-light.png differ diff --git a/packages/twenty-website/public/images/readme/permissions-dark.png b/packages/twenty-website/public/images/readme/permissions-dark.png new file mode 100644 index 000000000..f4f3eb5a6 Binary files /dev/null and b/packages/twenty-website/public/images/readme/permissions-dark.png differ diff --git a/packages/twenty-website/public/images/readme/permissions-light.png b/packages/twenty-website/public/images/readme/permissions-light.png new file mode 100644 index 000000000..0b81f8035 Binary files /dev/null and b/packages/twenty-website/public/images/readme/permissions-light.png differ diff --git a/packages/twenty-website/public/images/readme/plus-other-features-dark.png b/packages/twenty-website/public/images/readme/plus-other-features-dark.png new file mode 100644 index 000000000..d9bd9be26 Binary files /dev/null and b/packages/twenty-website/public/images/readme/plus-other-features-dark.png differ diff --git a/packages/twenty-website/public/images/readme/plus-other-features-light.png b/packages/twenty-website/public/images/readme/plus-other-features-light.png new file mode 100644 index 000000000..bb5ac7992 Binary files /dev/null and b/packages/twenty-website/public/images/readme/plus-other-features-light.png differ diff --git a/packages/twenty-website/public/images/readme/product-hunt-banner-dark.png b/packages/twenty-website/public/images/readme/product-hunt-banner-dark.png new file mode 100644 index 000000000..2341bb836 Binary files /dev/null and b/packages/twenty-website/public/images/readme/product-hunt-banner-dark.png differ diff --git a/packages/twenty-website/public/images/readme/product-hunt-banner-light.png b/packages/twenty-website/public/images/readme/product-hunt-banner-light.png new file mode 100644 index 000000000..c806002eb Binary files /dev/null and b/packages/twenty-website/public/images/readme/product-hunt-banner-light.png differ diff --git a/packages/twenty-website/public/images/readme/views-dark.png b/packages/twenty-website/public/images/readme/views-dark.png new file mode 100644 index 000000000..3311354cb Binary files /dev/null and b/packages/twenty-website/public/images/readme/views-dark.png differ diff --git a/packages/twenty-website/public/images/readme/views-light.png b/packages/twenty-website/public/images/readme/views-light.png new file mode 100644 index 000000000..e513c6a42 Binary files /dev/null and b/packages/twenty-website/public/images/readme/views-light.png differ diff --git a/packages/twenty-website/public/images/readme/workflows-dark.png b/packages/twenty-website/public/images/readme/workflows-dark.png new file mode 100644 index 000000000..7a4f62ad2 Binary files /dev/null and b/packages/twenty-website/public/images/readme/workflows-dark.png differ diff --git a/packages/twenty-website/public/images/readme/workflows-light.png b/packages/twenty-website/public/images/readme/workflows-light.png new file mode 100644 index 000000000..edad0e935 Binary files /dev/null and b/packages/twenty-website/public/images/readme/workflows-light.png differ diff --git a/packages/twenty-website/public/images/releases/1.00/1.00-import-update.png b/packages/twenty-website/public/images/releases/1.00/1.00-import-update.png new file mode 100644 index 000000000..9e135ecbd Binary files /dev/null and b/packages/twenty-website/public/images/releases/1.00/1.00-import-update.png differ diff --git a/packages/twenty-website/public/images/releases/1.00/1.00-performance-improvement.png b/packages/twenty-website/public/images/releases/1.00/1.00-performance-improvement.png new file mode 100644 index 000000000..6b389367c Binary files /dev/null and b/packages/twenty-website/public/images/releases/1.00/1.00-performance-improvement.png differ diff --git a/packages/twenty-website/public/images/releases/1.00/1.00-permissions.png b/packages/twenty-website/public/images/releases/1.00/1.00-permissions.png new file mode 100644 index 000000000..eee6fffff Binary files /dev/null and b/packages/twenty-website/public/images/releases/1.00/1.00-permissions.png differ diff --git a/packages/twenty-website/public/images/releases/1.00/1.00-subfield-filtering.png b/packages/twenty-website/public/images/releases/1.00/1.00-subfield-filtering.png new file mode 100644 index 000000000..5663e7034 Binary files /dev/null and b/packages/twenty-website/public/images/releases/1.00/1.00-subfield-filtering.png differ diff --git a/packages/twenty-website/public/images/releases/1.00/1.00-workflow.png b/packages/twenty-website/public/images/releases/1.00/1.00-workflow.png new file mode 100644 index 000000000..41cadc953 Binary files /dev/null and b/packages/twenty-website/public/images/releases/1.00/1.00-workflow.png differ diff --git a/packages/twenty-website/src/content/releases/0.51.0.mdx b/packages/twenty-website/src/content/releases/0.51.0.mdx index c32da3a79..3160571f8 100644 --- a/packages/twenty-website/src/content/releases/0.51.0.mdx +++ b/packages/twenty-website/src/content/releases/0.51.0.mdx @@ -2,6 +2,7 @@ release: 0.51.0 Date: March 27th 2025 --- + # Revamp View Options Menu You can now rename a view and change its type between kanban or table directly from the view options menu located to the right of the filter and sort buttons. diff --git a/packages/twenty-website/src/content/releases/0.52.0.mdx b/packages/twenty-website/src/content/releases/0.52.0.mdx index 93dd58a6c..4e0fb5238 100644 --- a/packages/twenty-website/src/content/releases/0.52.0.mdx +++ b/packages/twenty-website/src/content/releases/0.52.0.mdx @@ -2,14 +2,13 @@ release: 0.52.0 Date: April 25th 2025 --- + # Add records to filtered views Creating records on filtered views now applies the view filter to the newly created record. This feature is compatible with Text, Date\_Time, Date, Number, Select, Rating, Multi\_Select, Array, and Boolean fields. ![](/images/releases/0.52.0/0.52-filtered-views-records.png) - - # Custom date formats Choose how to display dates in any field using a universal Unicode date format that best suits your use case. diff --git a/packages/twenty-website/src/content/releases/1.00.0.mdx b/packages/twenty-website/src/content/releases/1.00.0.mdx new file mode 100644 index 000000000..a25401f11 --- /dev/null +++ b/packages/twenty-website/src/content/releases/1.00.0.mdx @@ -0,0 +1,37 @@ +--- +release: 1.00.0 +Date: June 25th 2025 +--- + +# Permissions V2 + +Create and manage custom roles. Grant or revoke access for each object to Read/Create/Edit/Delete records. Give granular access to settings like the ability to manage users, data models or APIs. + +![](/images/releases/1.00/1.00-permissions.png) + +# Workflow Feature + +Introducing workflows, a powerful way to let you automate actions with form triggers, conditions, HTTP requests, webhooks, and serverless functions! + +![](/images/releases/1.00/1.00-workflow.png) + +# Import Update + +CSV import now supports 2,000+ rows, sub-fields such as labels and secondary phone numbers, and automatic field matching. Validations, layout, and upserts are improved for smoother, more accurate imports. + +![](/images/releases/1.00/1.00-import-update.png) + +# Sub-field Filtering + +Sub-field filtering is now supported for currency, address, name, email, link, phone, and actor fields. For example, you can filter by the amount in a currency without needing the full field. + +![](/images/releases/1.00/1.00-subfield-filtering.png) + +# Performance Improvements + +We鈥檝e cut key load and interaction times by over 3,000ms, which means pages now load 2x faster! + +![](/images/releases/1.00/1.00-performance-improvement.png) + + + diff --git a/packages/twenty-website/src/content/user-guide/functions/notes.mdx b/packages/twenty-website/src/content/user-guide/functions/notes.mdx index 3f6f943dc..84f74857a 100644 --- a/packages/twenty-website/src/content/user-guide/functions/notes.mdx +++ b/packages/twenty-website/src/content/user-guide/functions/notes.mdx @@ -12,8 +12,8 @@ Manage your record-linked notes efficiently using the powerful **Notes** feature Creating notes in the system is intuitive and dynamic. You can either: -- Use the search function by pressing `cmd/ctrl + k`, then select 'Create note' from the list of quick actions. -- Go to a `Record page` and select `+` at the top right of the page, or go to the Notes tab and press the `New Note` button. +- Navigate to the notes view and create a new record. +- Go to a `Record page` and select the Notes tab and press the `New note` button. @@ -63,8 +63,10 @@ All edits and additions to the note are automatically saved. To delete a note: 1. Open the note you wish to remove by clicking on it from within the `Record page`. -2. Click the trashcan icon located in the top right corner of the screen. +2. Select the note you want to delete within the notes tab. +3. Use the `Option` button on the lower right corner to prompt additional actions including delete. +4. Complete your deletion when prompted with the confirmation modal. -Please be aware that deleting a note is permanent and can't be undone. +Another way to delete a note is through the notes view like you would a regular record. Please be aware that deleting a note is permanent and can't be undone. \ No newline at end of file diff --git a/packages/twenty-website/src/content/user-guide/objects/import-export-data.mdx b/packages/twenty-website/src/content/user-guide/objects/import-export-data.mdx index 55736fa41..012a6418e 100644 --- a/packages/twenty-website/src/content/user-guide/objects/import-export-data.mdx +++ b/packages/twenty-website/src/content/user-guide/objects/import-export-data.mdx @@ -8,7 +8,7 @@ sectionInfo: Discover how to use standard and custom objects in your workspace. ## Import data -You can import People and Companies data into Twenty from other apps using a .csv, .xlsx, or .xls file. In the Companies or People page, click on Options and then on Import. +You can import People and Companies data into Twenty from other apps using a .csv, .xlsx, or .xls file. In the Companies or People page, click on the `鈰甡 icon and then select `Import records`. Upload your file, match the columns, check your data and import it. @@ -20,8 +20,8 @@ To export data from an object: 1. Visit the object index. 2. Choose the view for data export. -3. Access the `Options` menu. -4. Click on `Export`. +3. Access the side panel through the `鈰甡 icon. +4. Click on `Export view`. 5. Select the save location for the CSV data. Note that exporting may take time with a large record count.
diff --git a/packages/twenty-website/src/content/user-guide/objects/kanban-views.mdx b/packages/twenty-website/src/content/user-guide/objects/kanban-views.mdx index 4c1e5330e..0492e1cee 100644 --- a/packages/twenty-website/src/content/user-guide/objects/kanban-views.mdx +++ b/packages/twenty-website/src/content/user-guide/objects/kanban-views.mdx @@ -76,8 +76,8 @@ You can also rearrange the order of fields by holding down the field name and dr ## Compact View -You can also hide all the fields, and get an overview of all the opportunities at a glance. To do so, click on Options on the top right and turn on the toggle in front of the Compact view option. +You can also hide all the fields, and get an overview of all the opportunities at a glance. To do so, click on Options on the top right and turn on the toggle for Compact view after selecting layout in kanban view. - + \ No newline at end of file diff --git a/packages/twenty-website/src/content/user-guide/objects/table-views.mdx b/packages/twenty-website/src/content/user-guide/objects/table-views.mdx index 6bffb94e2..0049102c4 100644 --- a/packages/twenty-website/src/content/user-guide/objects/table-views.mdx +++ b/packages/twenty-website/src/content/user-guide/objects/table-views.mdx @@ -38,9 +38,9 @@ Enter the record name then press `Enter` to save. To edit a record name, click o ## Delete record -**Index View:** To delete a record, select the checkbox next to the record and click the delete button below. +**Index View:** To delete a record, select the checkbox next to the record and click the delete button on the top right corner. -**Record Page:** Tap the **3 dots menu** in the top right corner, then select delete. +**Record Page:** Tap the `鈰甡 icon in the top right corner, then select delete.
diff --git a/packages/twenty-website/src/content/user-guide/objects/views-sort-filter.mdx b/packages/twenty-website/src/content/user-guide/objects/views-sort-filter.mdx index 250e25b39..a8f265d4e 100644 --- a/packages/twenty-website/src/content/user-guide/objects/views-sort-filter.mdx +++ b/packages/twenty-website/src/content/user-guide/objects/views-sort-filter.mdx @@ -81,10 +81,11 @@ When you change the `Sorting` and `Filtering` of an existing view, a `Save as ne To Edit or Delete a view: 1. Open the View Switcher 2. Hover the View you wish to edit -3. Click the `Pen Icon Button` that appears on the right +3. Click on the three dots that appear upon hover to edit and delete views -You will then be able to modify the view. To delete it, press the `Delete` button that just appeared. +Upon clicking on edit, you can change the icon and the name of the view or delete the view completely +Please note: