"On list type form fields, does the list item value have to match the lead...
Hi Christine,The values should be the same; you'll need to fill out the Contact Picklist Value and Lead Picklist Value to tell the system what to set the custom field to for each option selected....
View Article"New import tool - adding existing contacts to marketing lists" in...
Hi Nick,That's right; you'll need to choose one of the mapping options for action to be taken on new and existing leads and contacts. We're looking into this, but as of this post, please select...
View Article"CRM 2015 Bug causes solution update to fail in upgraded CRM orgs" in...
We seem to be experiencing this issue as well, except in Dynamics 2013.We have attempted to upgrade version 6.4.0 to version 6.6 and had our update fail on the "Text Message" entity.
View Article"New import tool - adding existing contacts to marketing lists" in...
Thanks Courtney! My concern was that the blank fields might overwrite existing data, however I've tested with "fill in blanks" and nothing was overwritten and the contacts were added to the relevant...
View Article"New import tool - adding existing contacts to marketing lists" in...
Hi Nick,Great, I'm glad that helped! Thanks for letting us know how you made out. Just to clarify, "only fill in blank" should not overwrite any content at all; it will just input data in blank spaces...
View Article"CRM 2015 Bug causes solution update to fail in upgraded CRM orgs" in...
Hi Justin,Please open a support ticket if you have not already done so and provide our support team with the solution zip file and the import error log. They can modify the solution file for you to...
View ArticleBlank Email Template for Quick Send - Text Only Version Needed?
This is my proposed solution for one-off emails that are standardized with greeting and signature codes. We created a template and made it available as a quick send template. The user starts the quick...
View Article"Spam Assassin Report - Rule Name: NO_RELAYS" in ClickDimensions Help -...
Hi Leon,I'm going to open a ticket for you on our support platform to further investigate. You should get an email shortly.
View Article"Spam Assassin Report - Rule Name: NO_RELAYS" in ClickDimensions Help -...
Hi Court Thank you for offering to create an issue for me. I already have one open#38259
View Article"Spam Assassin Report - Rule Name: NO_RELAYS" in ClickDimensions Help -...
Hi Leonard,Thanks for letting me know! I see your ticket now. Henry will be able to help you there.
View Article"CD Uses Wrong Times for GoToWebinar" in ClickDimensions Help - comment added...
Hi Nick,I'm sorry for the trouble! This has been reported to the development team, and we will update you here when the issue has been resolved.Thanks for your detailed description and...
View ArticleBest practices for handling file uploads
Wondering if anyone has a process or a best practice for managing file uploads. Ideally, we'd like to attach or make a connection from the file upload to a custom entity. This would simplify...
View ArticleData associated to deleted leads still shown
Hello, I was wondering what happens (or what is supposed to happen) to ClickDimensions data related to leads / contacts that have been deleted from the system. I had noticed earlier that my deleted...
View Article"Hidden Picklist Fields " in ClickDimensions Help - comment added by Courtney...
Hi Missy,ClickDimensions isn't aware of an issue like this at this time, but we'd be happy to investigate with you more deeply via a support ticket at http://support.clickdimensions.comPlease let us...
View Article"Data associated to deleted leads still shown" in ClickDimensions Help -...
Hi Léopoldine,You are correct; this is the current behavior of our system. We will not automatically delete records that are associated with Leads or Contacts that are removed from the system. For...
View ArticleIs there a prerequisite, checklist or best practice doc when upgrading crm...
I searched the forums, but didn't see documents that matched what I'm looking for. I don't want to miss anything important that might cause an issue going from CRM 2011 to 2015 with...
View Article"Enforce communications policy in email sends" in ClickDimensions Help -...
Hello Louis-AlainYou are correct; there is no built in functionality at present that limits the number of emails a recipient can be sent in a given time period. You could look into your plug-in idea to...
View Article"Upgrading from CRM2011 to CRM2013 - old version of ClickDimensions" in...
Allison, is there any type of document that outlines best practices or prerequisites when upgrading from 2011 to 2015 on-prem?
View Article"Enforce communications policy in email sends" in ClickDimensions Help -...
Hi Rhys,Thanks for the response! Since my initial question, I have discussed my question with Jesse and she has in turn submitted a suggested product enhancement item to the product management team...
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"How do I create a recurring email?" in ClickDimensions Help - comment added...
Hello BenYou could accomplish this by setting up an on demand workflow based on leads or contacts (whichever you are working within in your marketing list) in which you initially run it on your...
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