Ideas - ClickDimensions Marketing Automation for D365

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Disable/grey out custom "from name and email" fields when "from record owner" option is set to yes

It's very easy to overlook if "from record owner" option is selected. If it's set to yes all fields below (from email and name) should disappear or be grayed out and test email shouldn't come from the custom field name.

This is a big flow in UX and I hope it will be fixed soon.

  • Guest
  • Jul 28 2020
  • Will not implement
Email Marketing
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  • Felicity Boath commented
    December 08, 2021 23:40

    I absolutely agree with this - you should not be able to select both options. It should be one or the other. I found this out the hard way :(
    It would also be good if the test showed who it is potentially going to be sent from, as well as the actual subject, and any personalised fields too.

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