Ideas - Click Marketing Automation for D365

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Information about the Product Ideas portal can be found in this support article.

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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
Forms & Web Analytics
  • Attach files

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