6. How to Manage Texts

Long, structured content—such as notifications, email bodies, tooltips, and rich messages—is managed under Settings > Texts. This module lets you centrally edit, clone, and auto-translate entire text objects (often JSON trees) across any active language. By using it you ensure that every notification, onboarding message, or rich UI copy is consistent and localized without touching code.

Why Manage Texts Here?

• Complex Structures: Handle nested content (titles, subtitles, descriptions) in one place.

• Rich Formatting: Preserve HTML or Markdown within descriptions.

• AI-Powered Translation: Leverage built-in “Translate” for bulk localization.

• Version Control: Lock critical texts to prevent accidental deletion.

Viewing & Searching Texts

1. Navigate to ⚙️ Settings → Texts.

2. You’ll see a “card” layout of each text’s label and a snippet of its default language.

3. To find a specific item, use the Search bar at the top: typing part of a label filters cards instantly.

Editing & Translating an Existing Text

To add a translation to any of these texts:

1. Click the Edit (pencil) icon on the text card you want to update.

2. In the right-hand panel:

• Unique label (read-only) identifies the object.

• Locked checkbox prevents deletion; leave checked for core messages.

• Properties view shows the JSON structure (nodes you can select to edit).

• Language tabs let you switch between existing translations.

3. Clone from your source language to your target if you want to copy existing content pre-translation.

4. Auto-translate: choose “Translate from” and “Translate to” languages, then click Translate to populate all nodes via AI.

5. Manually tweak any node in the JSON tree as needed.

6. Click Save to apply changes.

To search for a text:

• • Start typing its label in the Search field.

Adding a New Text

To add a new text and its translations:

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

2. Fill out the Unique label and check or uncheck Locked.

3. Populate the Properties JSON structure by selecting nodes and entering content for each (e.g., title, description).

4. Switch to your target language tab, then either Clone or Translate into it.

5. Add a plain-text Title and Description at the bottom for summary display.

6. Click Save—your new text appears as a card.

Unlocking & Deleting Texts

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.

3. Click Save.

To delete text:

1. Make sure it is not locked. Back on the main Texts page, click the Delete (trash) icon on the unlocked card.

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

3. Confirm deletion.

Warning: Locked texts cannot be removed. Only unlock when you’re certain the text is obsolete.

Best Practices & Conclusion

• Lock critical system messages to avoid accidental removal.

• Review auto-translations for tone and accuracy.

• Audit periodically to prune unused texts and trim JSON nodes.

• Coordinate with your dev team: ensure labels here map to code references.

By centralizing rich-text management, your CRM stays cohesive, fully localized, and easy to update—without code deployments or scattered copy files.