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.

Upload InboxCast Attachments to Document Manager...

Right now, when someone sends an email to a marketing list with an attachment, an email send is created with the email body, and the embedded SMTP MIME attachment is discarded.

Rather than discarding the attachment(s), please place the attachment in the Document Manager and automatically append document manager links to the message body.

This will allow people to create or forward emails with attachments through Outlook without needing to log in to CRM, find the attachment in their original email and use the Document Manager and know when someone clicks on the attachment.

  • Guest
  • Jul 28 2020
  • Attach files
  • +3