FAQs

Account Questions

• Scope of Click Support
• How Do I Check or Upgrade My Click License Level?
• Storage Space Available Per License Level
• Which Version of Click Do I Have?
• Which Version of Dynamics am I using?
• Click's Support Policy – Supported Versions

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Best Practices

• Schedule a Recurring Bulk Delete Operation for Click Records
• Features that help with TDDDG Compliance
• Features that help with PECR Compliance
• Enabling Third Party Cookies in Supported Browsers
• Features that help with GDPR Compliance
• Considerations when Performing a Database Restore or Sandbox Copy/Reset for a Dynamics System Integrated with Click

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FAQs

• Product & Supported Environment Chart
• Inactive Record Settings
• Click Error FAQs
• Click Solution Update FAQs
• Does Click work with Multi-Factor Authentication?
• Can I Add Custom Fields to Click Entities?

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Knowledge Base

• Uninstall the Click Solution
• Deleting a Lead or Contact's Click Data
• Click Localization
• Individual Tracking Summary - Profile View
• How to Insert Click Profiles Navigation Link Into Custom Contact Forms

Tips & Tricks

• Email Accessibility and Click
• Building Marketing Lists Based on Click Activity
• Unlock a Marketing List
• Creating automated and personalized birthday emails
• Add a User Photo to an Email Dynamically using a Photo URL Field
• Add an Outlook Calendar Event to an Email Template

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Troubleshooting

• Error: "Something Went Wrong" In Email/Form/Survey Designers
• Click's Error Log
• Click Authentication Errors
• Common Email Send Issues
• Error: "Metadata Contains A Reference That Cannot Be Resolved"
• Error: An unsecured or incorrectly secured fault was received from the other party.

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Subprocessors

• Click Subprocessors February 28, 2025
• Click Subprocessors October 4, 2024
• Click Subprocessors February 2, 2024
• Click Subprocessors November 28, 2022
• Click Subprocessors July 11, 2022
• Click Subprocessors December 9, 2021

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