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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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.

Make Email Events, Posted Surveys and Posted Forms Activity Entities in CRM

It would be nice if these three things were defined as activity entities.  Then they could appear in with the rest of the Activities.  It's sort of a disconnect for our sales people to have to look one place for regular emails and another for marketing emails.  To a rep, activity is activity regardless if it's an email blast, or a survey posting.

  • Guest
  • Jul 28 2020
  • Will not implement
  • Attach files
  • +5