Ideas - ClickDimensions Marketing Automation for D365

Submit your Product Ideas to the ClickDimensions 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 ClickDimensions. 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 ClickDimensions Intelligent Dashboards please go to this link.

Import tool - decide whether to match contacts or leads

When importing data with the ClickDimensions Import tool, the system logic checks if there already is a lead or contact with the same email address in the database. If no match is found, a new contact or lead is created. I can choose the type for new entries in the import assisant.
However, I would love to have the choice to tell the system in what table it should look for matches in the first place. Have it search for matches ONLY in contacts or ONLY in leads or both.
We use contacts and leads for different customer types, and I cannot import new contacts (incl. subscription) correctly if there is already a lead with the same email address.

  • Angelika Schwarz
  • Jul 31 2023
Import/Export & Error Log
  • Attach files

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