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.

Auto-populate from fields in email sends

Save 'From name' and 'From email' field options so when creating an email send this can just be selected from a drop down rather than having to type it out each time for an email send and reducing risk of human error and typos.

  • Guest
  • Nov 5 2020
  • Already exists
  • Attach files
  • Amit Lipitz commented
    17 Nov, 2020 02:05pm

    Hi Vicki,

    Above the From Name, we have the From User field which is a lookup field and you can select the needed user. Once a user is selected the From Name and From Email fields will be populated based on the From User data. .