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.

Provide the option to not create a new lead or contact, to just create the posted form.

When creating a new Form Capture you have to select to either create a new Lead or a Contact. It would be helpful to also have the option of 'None' to not create a Lead or Contact and to just create the Posted Form record containing the form data. This will allow us to update details in existing records without creating new records.

  • Michelle Moore
  • Mar 10 2022
  • Planned
  • Attach files