Form embedded via widget not submitting
Hi there,We have a slightly odd issue here. We've embedded a form via widget into a webpage. Some users fill out the form and it works flawlessly with all associated actions firing. Other users fill...
View Article"Total score for Lead isn't updating" in ClickDimensions Help - comment added...
@Maaru, Yes, the 13 disabled steps are old ones that were deprecated two years ago. They should remain disabled.@Taylor: We have added some resources that should get the scoring caught up very soon....
View Article"Sending current URL with form" in ClickDimensions Help - comment added by...
Based on the examples above, I managed to get some code working that would grab the page title and the URL. However, while it works in Code Editor, it does *not* work when you include a form on a page...
View Article"Sending current URL with form" in ClickDimensions Help - comment added by...
Hi Taras,Can you provide a link to the web page where you have embedded the widget? Your code works fine when using a direct link to embed the form, so I suspect it has to do with the page load as you...
View ArticleWhat are my email personalization options?
Is it possible to personalize my email with fields that are in a different record types besides Owner, Lead, Contact or Account?Thanks,Jessica
View ArticleCRM and Modal Dialogs in Chrome Browsers
NOTE: This notice is intended to share some information to the Microsoft CRM community and is not specific to ClickDimensions. ClickDimensions has already modified its web application to support the...
View Article"Problems with forms: can't edit form fields and changes of last Friday are...
Hi Mirjam, I have opened a support ticket for you so one of our team members can help you with this.
View Article"What are my email personalization options?" in ClickDimensions Help -...
Hi Jessica,You can pull in data linked to the Owner, Lead, Contact or Account directly via a look-up field. For example, you can pull in the Address of the Parent Account that the Contact is under. To...
View Article"Creating Conditional Form Fields?" in ClickDimensions Help - comment added...
Hi Courtney, Allison,This is a feature that we'd really like to see also - has this feature made it onto the roadmap at all?
View ArticleConcatonate non mappable fields into notes area on a lead using web form
Hello!I'm developing a web content form for capturing data into a lead within CRM. There are a number of fields i'd like to capture, which i can't map to any fields within the lead form. Is it possible...
View ArticleWorkflow to update Contacts with data in Posted Fields
Dear all,One of my colleagues who is new to forms forgot to map most of the fields on the CD Form to fields on the Contact form. We now find ourselves with over 400 newly created Contacts with only the...
View Article"Workflow to update Contacts with data in Posted Fields" in ClickDimensions...
Hi Joris,Yes, you should be able to do this on the Posted Field entity and check which field it is. Then based on that, update the correct field on the Contact dynamically using the "Value" field on...
View Article"Creating Conditional Form Fields?" in ClickDimensions Help - comment added...
Hi - This is not yet on our roadmap, but I have added your vote to the request.
View Article"Creating Conditional Form Fields?" in ClickDimensions Help - comment added...
Put me down as a vote too! This is also something we would like to see. Thank you.
View Article"Creating Conditional Form Fields?" in ClickDimensions Help - comment added...
Same as that, another vote from me for this!
View Article"can you delete records in Email Sends under 'sent'" in ClickDimensions Help...
Hi,What about an Email Send with Status Reason = Split Test ? Is it possible to delete it or is data for sending the winning version cached somewhere and deleting the record could cause a problem or...
View Article"Creating Conditional Form Fields?" in ClickDimensions Help - comment added...
I've added both of your votes as well!
View Article"Workflow to update Contacts with data in Posted Fields" in ClickDimensions...
Thanks Allison, I figured out how to make it work. I managed to fill all the related Contacts with data from the Posted Fields. Now I have a more complex problem which I'm not sure if it can be solved....
View Article"can you delete records in Email Sends under 'sent'" in ClickDimensions Help...
Hi Tomas,After the Split Test is complete and the remaining emails have been sent to the remainder of recipients, you can delete Sent Email records or anything else from CRM. But do not delete anything...
View Article