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.


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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.

Allow Lead Source with Import Tool

When leads are added using the ClickDimensions Import Tool there is no source assigned to the lead record upon creation. Allowing an administrator to set a source through ClickDimensions Settings would provide a lot of utility. Barring that, add "Source" as one of the columns in the lead import Excel Template.

  • Obie Pressman
  • Jul 28 2020
  • Shipped
Import/Export & Error Log
  • Attach files
  • Dale Price commented
    January 06, 2021 22:55

    Lead Source was added in the 10.9 release, in addition to Salutation, Gender, Currency, Topic and Source Campaign.

    Also, the CD Import Tool was enhanced with support for custom fields in the 10.7 release.

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  • +2

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