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.

Increase functionality of File Upload in forms

I would like to have the File Upload function NOT just attach a file to a record but to have it put into the SharePoint folder that is linked to the contact.  Using SharePoint/CRM to store documents makes lots of sense and having the CD function drop the file there really makes it powerful. 

 

Thanks,

Lon

  • Guest
  • Jul 28 2020
  • Attach files
  • +3