change log, user guide, and readme updates for v1 launch (#12860)
### Summary - Minor updates to the user guide with clarification on product functionality as per user confusion - Updates to existing documentation about past features to reflect current functionality (favorites, side panel controls, etc) - Updated README with product hunt banner and new features for v1 release --------- Co-authored-by: Vicky Wang <vw92@cornell.edu>
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@ -2,6 +2,7 @@
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release: 0.51.0
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Date: March 27th 2025
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---
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# Revamp View Options Menu
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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.
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@ -2,14 +2,13 @@
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release: 0.52.0
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Date: April 25th 2025
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---
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# Add records to filtered views
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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.
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# Custom date formats
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Choose how to display dates in any field using a universal Unicode date format that best suits your use case.
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packages/twenty-website/src/content/releases/1.00.0.mdx
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---
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release: 1.00.0
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Date: June 25th 2025
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---
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# Permissions V2
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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.
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# Workflow Feature
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Introducing workflows, a powerful way to let you automate actions with form triggers, conditions, HTTP requests, webhooks, and serverless functions!
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# Import Update
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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.
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# Sub-field Filtering
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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.
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# Performance Improvements
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We’ve cut key load and interaction times by over 3,000ms, which means pages now load 2x faster!
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@ -12,8 +12,8 @@ Manage your record-linked notes efficiently using the powerful **Notes** feature
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Creating notes in the system is intuitive and dynamic. You can either:
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- Use the search function by pressing `cmd/ctrl + k`, then select 'Create note' from the list of quick actions.
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- 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.
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- Navigate to the notes view and create a new record.
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- Go to a `Record page` and select the Notes tab and press the `New note` button.
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<img src="/images/user-guide/notes/add-note.png"style={{width:'100%'}}/>
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@ -63,8 +63,10 @@ All edits and additions to the note are automatically saved.
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To delete a note:
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1. Open the note you wish to remove by clicking on it from within the `Record page`.
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2. Click the trashcan icon located in the top right corner of the screen.
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2. Select the note you want to delete within the notes tab.
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3. Use the `Option` button on the lower right corner to prompt additional actions including delete.
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4. Complete your deletion when prompted with the confirmation modal.
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Please be aware that deleting a note is permanent and can't be undone.
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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.
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<ArticleEditContent></ArticleEditContent>
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@ -8,7 +8,7 @@ sectionInfo: Discover how to use standard and custom objects in your workspace.
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## Import data
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You can import People and Companies data into Twenty from other apps using a .csv, .xlsx, or .xls file. In the <b>Companies</b> or <b>People</b> page, click on <b>Options</b> and then on <b>Import</b>.
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You can import People and Companies data into Twenty from other apps using a .csv, .xlsx, or .xls file. In the <b>Companies</b> or <b>People</b> page, click on the `⋮` icon and then select `Import records`.
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Upload your file, match the columns, check your data and import it.
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@ -20,8 +20,8 @@ To export data from an object:
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1. Visit the object index.
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2. Choose the view for data export.
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3. Access the `Options` menu.
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4. Click on `Export`.
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3. Access the side panel through the `⋮` icon.
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4. Click on `Export view`.
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5. Select the save location for the CSV data. Note that exporting may take time with a large record count.
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<div style={{padding:'71.24% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
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@ -76,8 +76,8 @@ You can also rearrange the order of fields by holding down the field name and dr
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## Compact View
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You can also hide all the fields, and get an overview of all the opportunities at a glance. To do so, click on <b>Options</b> on the top right and turn on the toggle in front of the <b>Compact view</b> option.
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You can also hide all the fields, and get an overview of all the opportunities at a glance. To do so, click on <b>Options</b> on the top right and turn on the toggle for <b>Compact view</b> after selecting layout in kanban view.
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<img src="/images/user-guide/kanban-views/compact-view.png"style={{width:'100%'}}/>
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<img src="/images/user-guide/kanban-views/compact-view.png" style={{width:'100%'}}/>
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<ArticleEditContent></ArticleEditContent>
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@ -38,9 +38,9 @@ Enter the record name then press `Enter` to save. To edit a record name, click o
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## Delete record
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**Index View:** To delete a record, select the checkbox next to the record and click the delete button below.
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**Index View:** To delete a record, select the checkbox next to the record and click the delete button on the top right corner.
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**Record Page:** Tap the **3 dots menu** in the top right corner, then select delete.
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**Record Page:** Tap the `⋮` icon in the top right corner, then select delete.
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<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
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@ -81,10 +81,11 @@ When you change the `Sorting` and `Filtering` of an existing view, a `Save as ne
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To Edit or Delete a view:
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1. Open the View Switcher
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2. Hover the View you wish to edit
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3. Click the `Pen Icon Button` that appears on the right
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3. Click on the three dots that appear upon hover to edit and delete views
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You will then be able to modify the view. To delete it, press the `Delete` button that just appeared.
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Upon clicking on edit, you can change the icon and the name of the view or delete the view completely
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Please note:
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<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
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<iframe
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@ -168,12 +169,12 @@ Order your fields data in ascending or descending order:
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### Field display
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You can customize which fields to display within a view. To hide a field, click **Options** > **Fields** and select the `-` button next to the field or click on the field column header and select **hide**.
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You can customize which fields to display within a view. To hide a field, click **Options** > **Fields** and select the hide icon upon hover or click on the field column header and select **hide**.
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You can rearrange fields by clicking their field column header and then press **Move Right** or **Move Left**.
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### Opening Record
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To open a record, click on the name in the first column. This action will open the corresponding Record page.
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To open a record, click on the name in the first column. This action will open the corresponding Record page as a side panel.
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<ArticleEditContent></ArticleEditContent>
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