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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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.
Use Case: You track some sort of product/sales records in CRM. To be able to leverage the ClickDimension email templates to create a nice looking email that is fired off via workflow and pulls in information from the custom sales/product entity that has a N:1 relationship from the sales/product entity to the Contact record/recipient would be very helpful.
Hi Chris.
Your already able to do this.
Either using a workflow (+ a custom workflow package) or Power Automate.
We have build both solutions for our customers.
Contact me to know more 👌
Flemming - forafact.dk/en