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.

Posted Form Submission - Create a New Account if the Company does not already exist

When a form is submitted that has a field that maps to an Account lookup field, if the account is not found, it should create a new account. The mapping to a lookup field functionality will currently only map to existing records. It will not create a new Account record if the Company does not already exist in CRM.

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  • Jul 28 2020
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