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.


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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.

Convert submitted forms/ suveys to PDF - for users and developers

If I complete a form through clickdimensions, I would like the option to receive a PDF copy via email or a summarised copy of the form.

or have the option to save a PDF copy (not for all forms).

As the developer of a form, I would also like the ability retrieve a PDF copy of this form, either for Recordkeeping requirements or to notify staff as a point in time, reference of the information submitted by a user, which may be requested or required at a later stage.

Additionally this feature could be added to surveys for the purpose of keeping the information provided as a complete copy of your response.  Different to the report provided for all responses submitted for a survey.

Many thanks.

  • Michelle Rosenberg
  • Jul 28 2020
Surveys
  • Attach files
  • +2

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