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.

Form Submission only search for a match and associate to Lead records

It would really help if Click would allow us to choose how the form submissions are linked to existing Contact/Lead records. We don't want the form connecting to the Contact records. We only want it to search the lead records. If there isn't a matching lead record, then create a new record. We've had to write custom coding bc how Click currently does it is disrupts our lead processing process.

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  • May 7 2025
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