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.

Thank you for taking the time to submit your thoughts!

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.

Ability to send QUICK SEND emails from any entity especially CUSTOM entities

Ability to send QUICK SEND emails from any entity especially CUSTOM entities. Everyone in the company needs access to Quick Send templates. The quick send menu/templates should be usable from ANY entity in CRM including CUSTOM entities.

ANd perhaps more importantly, the EMAIL used should be that entity's email. It takes too many clicks to have to go and udpate emails on the contact record all the time. Contact record emails tend to be for marketing. THe one used by sales and other departments will usuall be a personal email and here it is MUCH quicker to use the email on the entity sales/staff are working on!! Or at least make the email visible in the QUICK SEND pop so they can change it there!

This would be 100% improvement on time spent clicking all over the place. Most of our business/customers require many many different emails and conctact points. So NOT CONVENIENT !

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  • Nov 29 2022
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