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>
106
README.md
@ -1,5 +1,17 @@
|
|||||||
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|
||||||
<br />
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<br />
|
||||||
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||||||
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<p align="center">
|
||||||
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<a href="https://www.producthunt.com/products/twenty-crm">
|
||||||
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<picture>
|
||||||
|
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/product-hunt-banner-dark.png" />
|
||||||
|
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/product-hunt-banner-light.png" />
|
||||||
|
<img src="./packages/twenty-website/public/images/readme/product-hunt-banner-light.png" alt="Product Hung Banner" />
|
||||||
|
</picture>
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||||||
|
</a>
|
||||||
|
</p>
|
||||||
|
<br />
|
||||||
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|
||||||
<p align="center">
|
<p align="center">
|
||||||
<a href="https://www.twenty.com">
|
<a href="https://www.twenty.com">
|
||||||
<img src="./packages/twenty-website/public/images/core/logo.svg" width="100px" alt="Twenty logo" />
|
<img src="./packages/twenty-website/public/images/core/logo.svg" width="100px" alt="Twenty logo" />
|
||||||
@ -8,16 +20,16 @@
|
|||||||
|
|
||||||
<h2 align="center" >The #1 Open-Source CRM </h2>
|
<h2 align="center" >The #1 Open-Source CRM </h2>
|
||||||
|
|
||||||
<p align="center"><a href="https://twenty.com">🌐 Website</a> · <a href="https://twenty.com/developers">📚 Documentation</a> · <a href="https://github.com/orgs/twentyhq/projects/1"><img src="./packages/twenty-website/public/images/readme/planner-icon.svg" width="12" height="12"/> Roadmap </a> · <a href="https://discord.gg/cx5n4Jzs57"><img src="./packages/twenty-website/public/images/readme/discord-icon.svg" width="12" height="12"/> Discord</a> · <a href="https://www.figma.com/file/xt8O9mFeLl46C5InWwoMrN/Twenty"><img src="./packages/twenty-website/public/images/readme/figma-icon.png" width="12" height="12"/> Figma</a></p>
|
<p align="center"><a href="https://twenty.com">🌐 Website</a> · <a href="https://twenty.com/developers">📚 Documentation</a> · <a href="https://github.com/orgs/twentyhq/projects/1"><img src="./packages/twenty-website/public/images/readme/planner-icon.svg" width="12" height="12"/> Roadmap </a> · <a href="https://discord.gg/cx5n4Jzs57"><img src="./packages/twenty-website/public/images/readme/discord-icon.svg" width="12" height="12"/> Discord</a> · <a href="https://www.figma.com/file/xt8O9mFeLl46C5InWwoMrN/Twenty"><img src="./packages/twenty-website/public/images/readme/figma-icon.png" width="12" height="12"/> Figma</a></p>
|
||||||
<br />
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<br />
|
||||||
|
|
||||||
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|
||||||
<p align="center">
|
<p align="center">
|
||||||
<a href="https://www.twenty.com">
|
<a href="https://www.twenty.com">
|
||||||
<picture>
|
<picture>
|
||||||
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/preview-dark.png" />
|
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/github-cover-dark.png" />
|
||||||
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/preview-light.png" />
|
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/github-cover-light.png" />
|
||||||
<img src="./packages/twenty-docs/static/img/preview-light.png" alt="Companies view" />
|
<img src="./packages/twenty-website/public/images/readme/github-cover-light.png" alt="Cover" />
|
||||||
</picture>
|
</picture>
|
||||||
</a>
|
</a>
|
||||||
</p>
|
</p>
|
||||||
@ -43,100 +55,68 @@ We built Twenty for three reasons:
|
|||||||
<br />
|
<br />
|
||||||
|
|
||||||
# What You Can Do With Twenty
|
# 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.
|
Please feel free to flag any specific needs you have by creating an issue.
|
||||||
|
|
||||||
Below are a few features we have implemented to date:
|
Below are a few features we have implemented to date:
|
||||||
|
|
||||||
+ [Add, filter, sort, edit, and track customers](#add-filter-sort-edit-and-track-customers)
|
+ [Personalize layouts with filters, sort, group by, kanban and table views](#personalize-layouts-with-filters-sort-group-by-kanban-and-table-views)
|
||||||
+ [Create one or several opportunities for each company](#create-one-or-several-opportunities-for-each-company)
|
+ [Customize your objects and fields](#customize-your-objects-and-fields)
|
||||||
+ [See rich notes tasks displayed in a timeline](#see-rich-notes-tasks-displayed-in-a-timeline)
|
+ [Create and manage permissions with custom roles](#create-and-manage-permissions-with-custom-roles)
|
||||||
+ [Create tasks on records](#create-tasks-on-records)
|
+ [Automate workflow with triggers and actions](#automate-workflow-with-triggers-and-actions)
|
||||||
+ [Navigate quickly through the app using keyboard shortcuts and search](#navigate-quickly-through-the-app-using-keyboard-shortcuts-and-search)
|
+ [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
|
||||||
|
|
||||||
<p align="center">
|
<p align="center">
|
||||||
<picture>
|
<picture>
|
||||||
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/index-dark.png" />
|
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/views-dark.png" />
|
||||||
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/index-light.png" />
|
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/views-light.png" />
|
||||||
<img src="./packages/twenty-docs/static/img/visualise-customer-light.png" alt="Companies view" />
|
<img src="./packages/twenty-website/public/images/readme/views-light.png" alt="Companies Kanban Views" />
|
||||||
</picture>
|
</picture>
|
||||||
</p>
|
</p>
|
||||||
|
|
||||||
## Create one or several opportunities for each company:
|
## Customize your objects and fields
|
||||||
|
|
||||||
<p align="center">
|
<p align="center">
|
||||||
<picture>
|
<picture>
|
||||||
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/kanban-dark.png" />
|
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/data-model-dark.png" />
|
||||||
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/kanban-light.png" />
|
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/data-model-light.png" />
|
||||||
<img src="./packages/twenty-docs/static/img/follow-your-deals-light.png" alt="Opportunities view" />
|
<img src="./packages/twenty-website/public/images/readme/data-model-light.png" alt="Setting Custom Objects" />
|
||||||
</picture>
|
</picture>
|
||||||
</p>
|
</p>
|
||||||
|
|
||||||
## Track deals effortlessly with the email integration:
|
## Create and manage permissions with custom roles
|
||||||
|
|
||||||
<p align="center">
|
<p align="center">
|
||||||
<picture>
|
<picture>
|
||||||
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/emails-dark.png" />
|
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/permissions-dark.png" />
|
||||||
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/emails-light.png" />
|
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/permissions-light.png" />
|
||||||
<img src="./packages/twenty-docs/static/img/emails-light.png" alt="Emails" />
|
<img src="./packages/twenty-website/public/images/readme/permissions-light.png" alt="Permissions" />
|
||||||
</picture>
|
</picture>
|
||||||
</p>
|
</p>
|
||||||
|
|
||||||
## Tailor your data model to meet business needs:
|
## Automate workflow with triggers and actions
|
||||||
|
|
||||||
<p align="center">
|
<p align="center">
|
||||||
<picture>
|
<picture>
|
||||||
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/data-dark.png" />
|
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/workflows-dark.png" />
|
||||||
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/data-light.png" />
|
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/workflows-light.png" />
|
||||||
<img src="./packages/twenty-docs/static/img/data-light.png" alt="Data model" />
|
<img src="./packages/twenty-website/public/images/readme/workflows-light.png" alt="Workflows" />
|
||||||
</picture>
|
</picture>
|
||||||
</p>
|
</p>
|
||||||
|
|
||||||
## See rich notes displayed in a timeline:
|
## Emails, calendar events, files, and more
|
||||||
|
|
||||||
<p align="center">
|
<p align="center">
|
||||||
<picture>
|
<picture>
|
||||||
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/notes-dark.png" />
|
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/plus-other-features-dark.png" />
|
||||||
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/notes-light.png" />
|
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/refs/heads/DO-NOT-MERGE-UNTIL-LAUNCH-v1-updates/packages/twenty-website/public/images/readme/plus-other-features-light.png" />
|
||||||
<img src="./packages/twenty-docs/static/img/notes-light.png" alt="Rich notes" />
|
<img src="./packages/twenty-website/public/images/readme/plus-other-features-light.png" alt="Other Features" />
|
||||||
</picture>
|
</picture>
|
||||||
</p>
|
</p>
|
||||||
|
|
||||||
## Create tasks on records
|
|
||||||
|
|
||||||
<p align="center">
|
|
||||||
<picture>
|
|
||||||
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/tasks-dark.png" />
|
|
||||||
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/tasks-light.png" />
|
|
||||||
<img src="./packages/twenty-docs/static/img/create-tasks-light.png" alt="Tasks" />
|
|
||||||
</picture>
|
|
||||||
</p>
|
|
||||||
|
|
||||||
## Navigate quickly through the app using keyboard shortcuts and search:
|
|
||||||
|
|
||||||
<p align="center">
|
|
||||||
<picture>
|
|
||||||
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/keyboard-dark.png" />
|
|
||||||
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/keyboard-light.png" />
|
|
||||||
<img src="./packages/twenty-docs/static/img/keyboard-dark.png" alt="Keyboard shortcuts" />
|
|
||||||
</picture>
|
|
||||||
</p>
|
|
||||||
|
|
||||||
## Connect your CRM to all your tools through our APIs and Webhooks.
|
|
||||||
|
|
||||||
<p align="center">
|
|
||||||
<picture>
|
|
||||||
<source media="(prefers-color-scheme: dark)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/api-dark.png" />
|
|
||||||
<source media="(prefers-color-scheme: light)" srcset="https://raw.githubusercontent.com/twentyhq/twenty/v0.12.0/packages/twenty-docs/static/img/api-light.png" />
|
|
||||||
<img src="./packages/twenty-docs/static/img/api-light.png" alt="API" />
|
|
||||||
</picture>
|
|
||||||
</p>
|
|
||||||
|
|
||||||
|
|
||||||
<br />
|
<br />
|
||||||
|
|
||||||
# Stack
|
# Stack
|
||||||
@ -167,7 +147,3 @@ Below are a few features we have implemented to date:
|
|||||||
- Join our [Discord](https://discord.gg/cx5n4Jzs57)
|
- Join our [Discord](https://discord.gg/cx5n4Jzs57)
|
||||||
- Improve translations on [Crowdin](https://twenty.crowdin.com/twenty)
|
- Improve translations on [Crowdin](https://twenty.crowdin.com/twenty)
|
||||||
- [Contributions](https://github.com/twentyhq/twenty/contribute) are, of course, most welcome!
|
- [Contributions](https://github.com/twentyhq/twenty/contribute) are, of course, most welcome!
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|||||||
BIN
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|
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|
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|
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|
After Width: | Height: | Size: 21 KiB |
|
After Width: | Height: | Size: 22 KiB |
BIN
packages/twenty-website/public/images/readme/views-dark.png
Normal file
|
After Width: | Height: | Size: 1.5 MiB |
BIN
packages/twenty-website/public/images/readme/views-light.png
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|
After Width: | Height: | Size: 1.1 MiB |
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packages/twenty-website/public/images/readme/workflows-dark.png
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|
After Width: | Height: | Size: 1.3 MiB |
BIN
packages/twenty-website/public/images/readme/workflows-light.png
Normal file
|
After Width: | Height: | Size: 1.6 MiB |
BIN
packages/twenty-website/public/images/releases/1.00/1.00-import-update.png
vendored
Normal file
|
After Width: | Height: | Size: 309 KiB |
BIN
packages/twenty-website/public/images/releases/1.00/1.00-performance-improvement.png
vendored
Normal file
|
After Width: | Height: | Size: 501 KiB |
BIN
packages/twenty-website/public/images/releases/1.00/1.00-permissions.png
vendored
Normal file
|
After Width: | Height: | Size: 403 KiB |
BIN
packages/twenty-website/public/images/releases/1.00/1.00-subfield-filtering.png
vendored
Normal file
|
After Width: | Height: | Size: 481 KiB |
BIN
packages/twenty-website/public/images/releases/1.00/1.00-workflow.png
vendored
Normal file
|
After Width: | Height: | Size: 266 KiB |
@ -2,6 +2,7 @@
|
|||||||
release: 0.51.0
|
release: 0.51.0
|
||||||
Date: March 27th 2025
|
Date: March 27th 2025
|
||||||
---
|
---
|
||||||
|
|
||||||
# Revamp View Options Menu
|
# 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.
|
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.
|
||||||
|
|||||||
@ -2,14 +2,13 @@
|
|||||||
release: 0.52.0
|
release: 0.52.0
|
||||||
Date: April 25th 2025
|
Date: April 25th 2025
|
||||||
---
|
---
|
||||||
|
|
||||||
# Add records to filtered views
|
# 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.
|
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.
|
||||||
|
|
||||||

|

|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
# Custom date formats
|
# Custom date formats
|
||||||
|
|
||||||
Choose how to display dates in any field using a universal Unicode date format that best suits your use case.
|
Choose how to display dates in any field using a universal Unicode date format that best suits your use case.
|
||||||
|
|||||||
37
packages/twenty-website/src/content/releases/1.00.0.mdx
Normal file
@ -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.
|
||||||
|
|
||||||
|

|
||||||
|
|
||||||
|
# Workflow Feature
|
||||||
|
|
||||||
|
Introducing workflows, a powerful way to let you automate actions with form triggers, conditions, HTTP requests, webhooks, and serverless functions!
|
||||||
|
|
||||||
|

|
||||||
|
|
||||||
|
# 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.
|
||||||
|
|
||||||
|

|
||||||
|
|
||||||
|
# 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.
|
||||||
|
|
||||||
|

|
||||||
|
|
||||||
|
# Performance Improvements
|
||||||
|
|
||||||
|
We’ve cut key load and interaction times by over 3,000ms, which means pages now load 2x faster!
|
||||||
|
|
||||||
|

|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
@ -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:
|
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.
|
- Navigate to the notes view and create a new record.
|
||||||
- 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.
|
- Go to a `Record page` and select the Notes tab and press the `New note` button.
|
||||||
|
|
||||||
<img src="/images/user-guide/notes/add-note.png"style={{width:'100%'}}/>
|
<img src="/images/user-guide/notes/add-note.png"style={{width:'100%'}}/>
|
||||||
|
|
||||||
@ -63,8 +63,10 @@ All edits and additions to the note are automatically saved.
|
|||||||
To delete a note:
|
To delete a note:
|
||||||
|
|
||||||
1. Open the note you wish to remove by clicking on it from within the `Record page`.
|
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.
|
||||||
|
|
||||||
<ArticleEditContent></ArticleEditContent>
|
<ArticleEditContent></ArticleEditContent>
|
||||||
@ -8,7 +8,7 @@ sectionInfo: Discover how to use standard and custom objects in your workspace.
|
|||||||
|
|
||||||
## Import data
|
## Import data
|
||||||
|
|
||||||
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>.
|
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`.
|
||||||
|
|
||||||
Upload your file, match the columns, check your data and import it.
|
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.
|
1. Visit the object index.
|
||||||
2. Choose the view for data export.
|
2. Choose the view for data export.
|
||||||
3. Access the `Options` menu.
|
3. Access the side panel through the `⋮` icon.
|
||||||
4. Click on `Export`.
|
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.
|
5. Select the save location for the CSV data. Note that exporting may take time with a large record count.
|
||||||
|
|
||||||
<div style={{padding:'71.24% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
|
<div style={{padding:'71.24% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
|
||||||
|
|||||||
@ -76,8 +76,8 @@ You can also rearrange the order of fields by holding down the field name and dr
|
|||||||
|
|
||||||
## Compact View
|
## 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 <b>Options</b> on the top right and turn on the toggle in front of the <b>Compact view</b> option.
|
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.
|
||||||
|
|
||||||
<img src="/images/user-guide/kanban-views/compact-view.png"style={{width:'100%'}}/>
|
<img src="/images/user-guide/kanban-views/compact-view.png" style={{width:'100%'}}/>
|
||||||
|
|
||||||
<ArticleEditContent></ArticleEditContent>
|
<ArticleEditContent></ArticleEditContent>
|
||||||
@ -38,9 +38,9 @@ Enter the record name then press `Enter` to save. To edit a record name, click o
|
|||||||
|
|
||||||
## Delete record
|
## 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 `⋮` icon in the top right corner, then select delete.
|
||||||
|
|
||||||
|
|
||||||
<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
|
<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
|
||||||
|
|||||||
@ -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:
|
To Edit or Delete a view:
|
||||||
1. Open the View Switcher
|
1. Open the View Switcher
|
||||||
2. Hover the View you wish to edit
|
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:
|
||||||
|
|
||||||
<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
|
<div style={{padding:'69.01% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
|
||||||
<iframe
|
<iframe
|
||||||
@ -168,12 +169,12 @@ Order your fields data in ascending or descending order:
|
|||||||
|
|
||||||
### Field display
|
### Field display
|
||||||
|
|
||||||
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**.
|
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**.
|
||||||
|
|
||||||
You can rearrange fields by clicking their field column header and then press **Move Right** or **Move Left**.
|
You can rearrange fields by clicking their field column header and then press **Move Right** or **Move Left**.
|
||||||
|
|
||||||
### Opening Record
|
### Opening Record
|
||||||
|
|
||||||
To open a record, click on the name in the first column. This action will open the corresponding Record page.
|
To open a record, click on the name in the first column. This action will open the corresponding Record page as a side panel.
|
||||||
|
|
||||||
<ArticleEditContent></ArticleEditContent>
|
<ArticleEditContent></ArticleEditContent>
|
||||||
|
|||||||