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- Modified CSS: font-size, colors, margins... - Added an ArticleContent Component that will be used for the changelog and user guide articles, which contains the styles for each titles, paragraphs, images etc. - Added link to User Guide in footer - Added a UserGuideWarning Component: <img width="332" alt="Screenshot 2024-04-17 at 18 14 48" src="https://github.com/twentyhq/twenty/assets/102751374/0f5c601b-a2c0-4c63-baeb-1990d65fc332"> - Added a UserGuideEditContent Component: <img width="394" alt="Screenshot 2024-04-17 at 18 16 24" src="https://github.com/twentyhq/twenty/assets/102751374/6c7c3bd4-c5bb-4d02-8f93-bd99bc30ce7b"> - Added a UserGuideLink Component (for usage in MDX to allow links to open in new tab) - Fixed table of content - Made responsive --------- Co-authored-by: Ady Beraud <a.beraud96@gmail.com> Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
52 lines
2.5 KiB
Plaintext
52 lines
2.5 KiB
Plaintext
---
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title: Emails
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info: Understand the concept of email synchronization in Twenty, including how to read synced emails, connect new mailboxes, and set sharing levels.
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icon: IconChecklist
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image: /images/user-guide/emails/emails_header.png
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---
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## Email Synchronization
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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.
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### Reading an Email
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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.
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<img src="/images/user-guide/emails/show-inbox.png" style={{width:'100%'}}/>
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You can customize how you share and manage your emails through the settings.
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## Mailbox Settings
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### Connecting a New Mailbox
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To connect a Gmail mailbox, go to `Settings` > `Accounts`, then click the `Add account` button. You can add several mailboxes to your account.
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After connecting a mailbox, visit the `Emails` tab and select the desired mailbox to customize its settings.
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The initial import may take some time, and it will be followed by automatic updates every ten minutes.
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<img src="/images/user-guide/emails/connect-account.png" style={{width:'100%'}}/>
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### Sharing Levels
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From here, you can choose different levels of sharing for outbound and inbound emails:
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- **Metadata Only**: Share only the basic information of the email (sender, recipient, date, and time).
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- **Subject and Metadata**: Share the subject line of the email along with the metadata.
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- **All Email Content**: Share the entire content of the email, including attachments.
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<img src="/images/user-guide/emails/privacy-settings.png" style={{width:'100%'}}/>
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### Contacts Auto-Creation
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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.
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<img src="/images/user-guide/emails/auto-creation.png" style={{width:'100%'}}/>
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### Upcoming Features
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Soon, you will have the capability to send emails, view attachments, and request access to email content that you're not allowed to read.
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<ArticleEditContent articleTitle="emails.mdx"></ArticleEditContent> |