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 records created by online activities to ONLY associate to an existing Contact or Lead, or create a new one

We use merging as a best practice to keep duplicates in control so we don't lose historical data. This renders one record Active and one Inactive. Users sometimes ask the system to NOT use the record that was created first to be the main (resulting in the Active) record. The system should only allow records created by online activities (Event Participations, Posted Forms, Posted Preferences, etc) to associate to ACTIVE existing records. If an Active Contact or Lead does not exist with that email address, then the system should create a new Active Contact or Lead.

  • Guest
  • Dec 2 2020
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