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.

Allow for Default Views to be used

Dynamics365 Online allows for default views (personal or system) to be set against each option in the left-hand navigation pane.

However, CD only seems to allow for a single default (System) view to be set.

This is annoying for those who work solely in the Email space, switching between Drafts, Scheduled and Sent, as you have to keep choosing the view you prefer to use.

If I set a personal view as being my default for "Drafts" it is disregarded by the system and just reverts back to the standard system default view. Very annoying!

  • Scott Tynan
  • Jan 23 2024
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