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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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.

ClickDimensions Import Tool update/missing feature

Hello,

Your Import feature (http://help.clickdimensions.com/import/) is great.
My customer needed the following feature:
- Be able to create or update contacts based on the contact email address provided in the file.
Your file template does however not allow to add custom fields.
It would be great to meet customer requirements.
Is it possible to update the Excel Template to add custom fields, or can you add this feature to your product roadmap?

Many thanks

  • Guest
  • Jul 28 2020
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  • Dale Price commented
    August 14, 2020 14:38

    Hello, the ability to add contact/lead custom fields to a template, map them to custom fields in CRM, and import the data is planned for the upcoming 10.7 release.

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