# Feedback

Report a problem, question or improvement in the CRM.

One Feedback record is a report about the system, not a sales contact. Describe the page, action, expected result and observed result. Attach only relevant evidence.


[![Feedback reports are created and reviewed in the main view.](/systems/crm/screens/feedback-grid.png)](/systems/crm/screens/feedback-grid.png)

*Feedback reports are created and reviewed in the main view.*

## Rules and relationships

Create and review reports in Data → Feedback → main. Fill Name, Category and Description, identifying the table/view and steps to reproduce the issue. Use Evidence File or Evidence (File Link) for supporting evidence. Lifecycle Status tracks handling; saving a report sends no notification and starts no service-level timer. System Key and Submitted By provide context when populated. Interface is a retained legacy field; the operating path uses Data views.

## Fields

| Field | Storage | Current configuration |
| --- | --- | --- |
| Name | Text | Stored value or system-managed audit; edit according to the workflow. |
| Category | Single choice | Bug, Improvement, Suggestion, Question |
| Description | Long text | Stored value or system-managed audit; edit according to the workflow. |
| Lifecycle Status | Single choice | Draft, Proposed, Active, On Hold, Completed, Cancelled, Archived |
| Evidence (File Link) | URL | Stored value or system-managed audit; edit according to the workflow. |
| Evidence File | Attachments | Stored value or system-managed audit; edit according to the workflow. |
| Submitted By | User account | Stored value or system-managed audit; edit according to the workflow. |
| System Key | Single choice | Operations, Core Record Types, Tooling and Access, Fintable, Snack Access, Snack Sync, Snack Connect, Systems Central, Communication, CRM, Products & Services |
| Interface | Text | Stored value or system-managed audit; edit according to the workflow. |
| Tags | Linked records | [Tags](/systems/crm/entity-tags); Multiple-record picker |
| Created At | Creation time | Read only; sorts the feedback intake newest first |
| Intake Step | Formula | Calculated; see rules below. |
| Resolution Plan | Long text | Stored value; edit according to the workflow. Added on 2026-11-04, no field description yet |
| Resolved Date | Date | ISO format (YYYY-MM-DD). Added on 2026-11-04, no field description yet |
| Response | Long text | Stored value; edit according to the workflow. Added on 2026-11-04, no field description yet |

Tags was added on 2026-10-22 by the Universal Tags rollout. It is an optional local classification from the shared catalog; it does not grant access, create tasks, change status or enroll a campaign. Tag names are managed in Core.

## Calculated rules

While Lifecycle Status is Draft or blank, Intake Step routes the report: Feedback - 1 needs Name, Category and Description; Feedback - 2 is ready for context, evidence and submission as Proposed. It is blank after submission.

### Intake Step

```text
IF(OR({Lifecycle Status}=BLANK(),{Lifecycle Status}="Draft"),IF(OR({Name}=BLANK(),{Category}=BLANK(),{Description}=BLANK()),"Feedback - 1","Feedback - 2"),BLANK())
```

## Next steps

[Open the task guide](/systems/crm/operations) · [Find the view](/systems/crm/data-views)