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.

Import Tool

I would like to see Currency as one of the fields in the Import Template so that when Leads are converted to Opportunities in CRM they are reflective of the correct currency.

 

I would also like to see Topic added to the Template as I always have to edit the records after the fact. 

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  • Jul 28 2020
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Import/Export & Error Log
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  • Dale Price commented
    January 06, 2021 22:57

    Currency and Topic were added in the 10.9 release, in addition to Salutation, Gender, Lead Source, and Source Campaign.

    Also, support for custom fields was added to the CD Import Tool in the 10.7 release.

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