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6. How to Manage Texts

To translate long elements (e.g., notifications) in the CRM, go to Settings > Texts. You will see a list of all current texts in the system.

To add a translation to any of these texts:

    1. Click the Edit icon next to the corresponding text.

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2. In the Language field, select the target language.

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3. To copy data from the original language (for example, English), select it from the drop-down list and click the Clone button.

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To search for a text:

    • Start typing its label in the Search field.

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To add a new text and its translations:

1. Click on the Add Text button in the upper right corner.

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3. Select the target language in the Language field and enter Text and Description for it. Add custom fields if necessary.

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By default, new texts are created as Locked—they cannot be deleted. To unlock a text:

    1. Go to the text editing tab.

    2. Uncheck the Locked checkbox.

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To delete text:

2. Click the Delete icon next to the corresponding text.

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