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.

Quick Send Security Issue

Quick Send has a serious security flaw:

When sending a Quick Send email, ClickDimensions Core users (so basically all users) have the ability to send pre-determined email templates FROM whatever address they'd like to send from and TO any contact/lead/account in CRM.

While it's possible to lock blocks in the block editor, we've found that one of the key strengths to Quick Send is the sender's ability to modify some or all of the content. BUT

If we allow for editing some or all of the content, it gives all CRM users the ability to send an email FROM anyone that they would like to, and with whatever content they would like.

On top of that, without auditing enabled, there's no way of knowing who sent what. So if Joe Smith wants to get Jane Doe fired, or if Jack wants to chase away every one of the company's customers, everything's wide open.

I would like to be able to:

  1. Choose whether users can send FROM someone other than themselves
  2. Monitor which Sent Email records are Quick Sends vs. regular email sends
  3. Easily monitor who sent each Quick Send Sent Email
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  • Jul 28 2020
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