Ideas - ClickDimensions Marketing Automation for D365

Submit your Product Ideas to the ClickDimensions 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 ClickDimensions. 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 ClickDimensions Intelligent Dashboards please go to this link.

"Group" contacts

We have a customer portal and when customers register on that portal it creates a contact record: first name, last name, email address. This means our customers will likely have their "true" contact records that we interact with and a duplicate with the same email address for Portal Access.

The "web portal users" are separated by having a "Class" of "Remittance" and a "Type" of "Agent". These are the only contact records with those fields populated that way.

These portal contact records are "sensitive" and updates to them could cause our users to lose access to the Customer Portal.

If there was a way to point Click Dimensions towards contact records where "class does not equal remittance" and "type does not equal agent" we would be able to use CD functianlity as far as contact records do.

Currently we are limited as we don't want "interactions" traced to "portal contacts".

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  • Jun 1 2021
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