Ideas - Click Marketing Automation for D365

Submit your Product Ideas to the Click Product Management Team below.

These will be reviewed for consideration in a future product release. It is not intended to provide Product Support. If you are having a product issue, please follow regular support procedures.


Thank you for taking the time to submit your thoughts!

Ensuring that our products address the needs of our customers is important to Click. By providing your input, you're helping us ensure that our products are built by Marketers, for Marketers.


Information about the Product Ideas portal can be found in this support article.

To submit ideas related to Click Intelligent Dashboards please go to this link.

Web Form Mapping to Accounts

For our business and with GDPR on the horizon it is vital that we be able to capture contact preferences at an account level and the best way to do this is via web forms, which unfortunately currently only allow data to be mapped to lead or contact records. Many of our customers are essentially individuals so they have an account record which contains all of their individual data such as email, name, phone number so they do not have a contact record associated to the account. Is it possible to add in the functionality to map data from web forms to accounts?

  • Neil Renwick
  • Jul 28 2020
Forms & Web Analytics
  • Attach files
  • +1

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