Ideas - ClickDimensions Marketing Automation for D365

Submit your Product Ideas to the ClickDimensions 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 ClickDimensions. 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 ClickDimensions Intelligent Dashboards please go to this link.

Campaign Automation Participant Records - How do you delete / archive?

There's no clear mechanism to remove or delete past Campaign Automation records. 
For my own, and a few other test participants, the numbers are creeping up. See attached.

This user failed certain CA tests. I'd like to eliminate these records as a potential source of issues... particularly if there's any connection between these records, and participant flows through different CAs, interaction triggers, etc.

There's no obvious UI tools to delete these records. Are there instructions for an administrator to do so?

If not, I suggest you attempt to make these CA participant records more like other "normal" CRM records, leveraging the UI tools and capabilities that exist for other types of records.

 

  • Guest
  • Jul 28 2020
Campaign Automation
  • Attach files
  • +2

Related ideas