Text columns allow you to store and display free-form information directly on your SalesBoards and JobBoards.

Unlike Status, Date, or Person columns, Text columns are completely flexible, making them ideal for short notes, instructions, references, and other information that your team needs to see at a glance without opening the record.

To add a Text column to a board:

For example, you might create columns such as:

Simply click into any cell within the Text column and begin typing.

The information entered will be displayed directly on the board, making it easy for team members to view important notes without needing to open the underlying SalesDoc, Customer, or Job.

Text values can be updated at any time as requirements change.

Text columns are designed primarily for text-based information.

If a value begins with certain symbols, such as a currency symbol, the value may not save.

When entering numerical information, it is recommended that you enter the value without the leading currency symbol.

For example:

Text columns are often used to display information that team members need quick access to while working from a board view.

Examples include:

Because the information is visible directly on the board, teams can quickly review important details without navigating away from their current workflow.

While Text columns are great for notes that are visible on the boards, you can also consider using Comments to keep notes that cannot be removed from the Job or SalesDoc records.