Alpha / Beta Feedback and surveys

Send a quick note, describe a problem in detail or answer the survey questions that matter to you.

Needs: Staging only

The feedback module lets any signed-in ERP user share an observation about CRM-NG. You can write a single note or add details about a bug, improvement or experience. In this edition, the module is available on staging only.

Send feedback

Open Give feedback and describe what you noticed. The note is the only required field. You can also add the category, affected area, testing phase, overall experience and impact, along with steps to reproduce a problem and the expected and actual results.

For example: “When I change the date filter on the invoice list, my client selection disappears. I expected both filters to stay selected.” That gives the team something specific to investigate without requiring a long report.

Use the optional contact checkbox if administrators may follow up with you. The application records its version with the entry. Keep passwords, MFA codes, payment information and private customer documents out of the report.

Answer a survey and follow your submissions

When a survey is open, answer as few or as many questions as you want. Every question is optional, but a submitted response needs at least one answer. Surveys can include short text, long text, a rating from 1–5 and single-choice questions.

My feedback shows your submissions, their status and any update from the team. Submissions are linked to your account and visible to ERP administrators, but not to other testers. The module does not automatically email users when feedback is submitted or reviewed.

Manage feedback and surveys

Administrators use Settings → Alpha / Beta Feedback, the last settings item in the reviewed staging build. They can turn collection on or pause it, set the default testing phase and edit the welcome message. Pausing keeps the existing feedback and surveys.

To create a survey, enter its title, introduction and phase, then add and order the questions. Enter single-choice options one per line. Save it as Draft while preparing it, set it to Open for responses and Closed when collection ends. Existing responses retain the original question wording after later edits.

The feedback inbox supports filters and CSV export. An administrator can add a status and update the submitter can see, plus a private priority and internal note. Survey summaries show answer counts, rating averages and choice totals; open individual responses for the explanation behind those numbers.