Created the user-guide content (Text and illustrations) (#4683)
* Second attempt * Small image optimizations --------- Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
This commit is contained in:
committed by
GitHub
parent
68977dc675
commit
62ed1893c9
50
packages/twenty-website/src/content/user-guide/emails.mdx
Normal file
50
packages/twenty-website/src/content/user-guide/emails.mdx
Normal file
@ -0,0 +1,50 @@
|
||||
---
|
||||
title: Emails
|
||||
info: Understand the concept of email synchronization in Twenty, including how to read synced emails, connect new mailboxes, and set sharing levels.
|
||||
icon: IconChecklist
|
||||
image: /images/user-guide/emails/emails_header.png
|
||||
---
|
||||
|
||||
# Email Synchronization
|
||||
|
||||
The system links emails from known contacts directly to their CRM records, keeping all communication up to date. It's important to avoid syncing emails from impersonal addresses such as team@ and support@, or from personal email providers like Gmail or Outlook, to ensure privacy and relevance.
|
||||
|
||||
## Reading an Email
|
||||
|
||||
Go to a specific `Person` or `Company` record page, then select the `Emails` tab to view synced emails instantly. Click on an email to open it.
|
||||
|
||||
<img src="/images/user-guide/emails/show-inbox.png" style={{width:'100%'}}/>
|
||||
|
||||
You can customize how you share and manage your emails through the settings.
|
||||
|
||||
# Mailbox Settings
|
||||
|
||||
## Connecting a New Mailbox
|
||||
|
||||
To connect a Gmail mailbox, go to `Settings` > `Accounts`, then click the `Add account` button. You can add several mailboxes to your account.
|
||||
|
||||
After connecting a mailbox, visit the `Emails` tab and select the desired mailbox to customize its settings.
|
||||
|
||||
The initial import may take some time, and it will be followed by automatic updates every ten minutes.
|
||||
|
||||
<img src="/images/user-guide/emails/connect-account.png" style={{width:'100%'}}/>
|
||||
|
||||
## Sharing Levels
|
||||
|
||||
From here, you can choose different levels of sharing for outbound and inbound emails:
|
||||
|
||||
- **Metadata Only**: Share only the basic information of the email (sender, recipient, date, and time).
|
||||
- **Subject and Metadata**: Share the subject line of the email along with the metadata.
|
||||
- **All Email Content**: Share the entire content of the email, including attachments.
|
||||
|
||||
<img src="/images/user-guide/emails/privacy-settings.png" style={{width:'100%'}}/>
|
||||
|
||||
## Contacts Auto-Creation
|
||||
|
||||
Contact auto-creation is a handy built-in feature. This default feature automatically adds email contacts not already in your CRM, boosting your contact list without any extra effort on your part. To manage this feature, go to `Settings` > `Email`. You can toggle it on or off. Remember, turning it off means that all new email contacts must be manually entered into the CRM.
|
||||
|
||||
<img src="/images/user-guide/emails/auto-creation.png" style={{width:'100%'}}/>
|
||||
|
||||
## Upcoming Features
|
||||
|
||||
Soon, you will have the capability to send emails, view attachments, and request access to email content that you're not allowed to read.
|
||||
Reference in New Issue
Block a user