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.

CRM Business unit based security for entities related to an email send

Hi ClickDimensions,

 

It's a great feature being able to limit user access to Email Sends and Email Templates based on business units. In my opinion it would be a good addition to implement this into Sent Emails and Email Events as well, which are currently always owned by the "service user / admin" instead of the individual users, thus difficult to limit access to via different business units.

To outline the probelm: I can easily limit an user from not seeing other Email Sends than the ones owned by someone in their business units, but they would still see the individual Sent Emails of all business units. If I made a workflow to change the owner of Sent Emails from "admin" to the owner of the Email Send, could it get too straining for my CRM in large sends (for example, running 50 000 workflows)?

Another place where I think business unit based security could be useful for larger organizations is image / file manager.

Thanks!

Tomi

 

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