Text Management

Overview

The text management system enables organizations to capture and organize various types of narrative information about vehicles. From internal notes to customer communications, configurable text types provide structured ways to document information that doesn't fit into standard fields.

How It Works

Text management operates through configurable text types that define categories of narrative information. Each text entry links to a vehicle record and carries metadata about its type, purpose, and creation context.

Text Structure

Text type classification
Content storage (unlimited length)
Vehicle association
Metadata (creator, timestamp)
Version tracking

Key Features

Text Type Configuration

Create custom text categories
Assign icons for visual identification
Set description templates
Define access permissions
Configure display rules

Text Categories

Internal Documentation

Technical notes
Condition assessments
Special handling instructions
Internal comments

Customer Communication

Customer requests
Communication history
Special requirements
Delivery instructions

Compliance Notes

Regulatory annotations
Inspection notes
Compliance observations
Exception documentation

Service Information

Service recommendations
Repair notes
Maintenance observations
Technical bulletins

Benefits

Flexibility: Capture any narrative information
Organization: Structured categorization of text
Searchability: Find vehicles by text content
Context: Maintain information context with metadata
History: Track text changes over time

Configuration Options

Text Type Setup

Internal Note:
  icon: "note"
  entity: "VEHICLE"
  access: "internal"
  searchable: true

Customer Request:
  icon: "message"
  entity: "VEHICLE"
  access: "all"
  required: false

Inspection Comment:
  icon: "checklist"
  entity: "VEHICLE"
  access: "service"
  template: "Inspected on: [DATE]"

Use Cases

Sales Process

Document customer preferences
Note special requests
Record negotiation points
Capture delivery requirements

Service Operations

Document symptoms described by customer
Note technician observations
Record recommended services
Capture parts ordering notes

Compliance

Document exception approvals
Record inspection findings
Note regulatory requirements
Capture audit observations

Integration

Search Integration

Full-text search across all text fields
Filter vehicles by text content
Include in advanced queries
Export with vehicle data

Reporting

Include text in reports
Analyze text patterns
Track text usage
Monitor compliance notes

Best Practices

Consistent Types: Use standard text types across organization
Clear Guidelines: Define when each type should be used
Regular Review: Periodically review and clean up old text
Access Control: Set appropriate permissions by type
Templates: Use templates for consistent formatting