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.

One Click Attachment Download on Forms

Currently, if you have a contact upload a file to a form it takes 6 steps to go in and retrieve the file from the notes section of an individual's form submission. This has to be repeated for each form submission that uploaded a file. With this process, it takes a long time to download each file individually. It would be great to have a feature that would allow us to download form uploads/attachments in bulk from the form submissions tab under the specified form.

  • Guest
  • Jan 16 2024
  • Attach files
  • Brett Beadle commented
    14 Jun 19:20

    Or even better - having the file attachment flow through with the team email notification [action] upon form submission - so we could download the attachment right from the email.