Ideas - ClickDimensions Marketing Automation for D365

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Make the 'From Record Owner' field in all CRMs a drop down or button selection

The 'From Record Owner' field changes from No to Yes with a quick click within the field. Occasionally, that field gets accidently hit and reverts to yes, making our email look like it's coming from System Administrator - that makes our email look like a spam account.

Please make the selection of this field more deliberate, so that is it not accidently changed.

  • Guest
  • Apr 20 2021
  • Will not implement
  • Attach files
  • Guest commented
    5 Dec, 2022 02:49pm

    In Microsoft Dynamics CRM 2015 it changes when you just click on it (it doesn't show a drop down).

  • Lea Hassoun commented
    3 Aug, 2022 02:56pm

    Hi,

    The From Record Owner is a Two Option Data type CRM field. So how it looks and behaves will depend on the field properties on the Form and the Dynamics CRM version.

    In UCI, it does look like a drop down and you have to select 'Yes'.

    Regards,

    Click Product Team