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.

Approval to send to more than 5000 records

Our database contains over 70,000 records. We have marketing lists set up to drill down in order to target communications. However some team members do not understand how to set marketing list criteria and we have experienced emails being sent to the entire database.

The system currently provides a warning/confirmation when sending to more than 1 record. The team have become complacent and just 'tick the box' without sense checking the number of records sends. We would like to see an extra layer of approval or warning, say when sending to more than 5000 records.


  • Lidiad
  • Jan 6 2021
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