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.

Calculated/Fx fields available for Global Prefill for forms

Currently only simple fields like text or number or dates fields can be used in the global prefill functionality for forms - ideally this should be extended to include more complex field types such as calcalated or formula fields as this would allow you to pull down data from other entities onto the contact/lead entity without automation or lookup fields

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  • Dec 17 2024
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