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Weston Packard

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Latest activity by Weston Packard
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    Weston Packard created an article,

    Getting Started Page

    When you log into your Dynamics environment's home page, you will see Click's Getting Started Page. This page includes convenient links to key Click entities and areas, helping you get started on i...

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    Weston Packard created an article,

    Release Notes Version 2025.09

    Release Version 2025.09 Release Details - November 2025   Data Center Instant Update/Cloud Solution Australia 11/6/2025 11/6/2025 Canada 11/12/2025 11/12/2025 United States 11/13/2025 11...

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    Weston Packard created an article,

    Form Designer Themes

    The Form Designer's Themes tab allows you to select and modify themes for your Form. This article covers the contents of the Form Designer's Themes tab in detail.The Themes tab is accessible at the...

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    Weston Packard created an article,

    Expressions for Logic in Form and Preference Center Designers

    Click's Form Logic and Conditions utilize expressions. This article will cover the fundamentals of expression syntax so that you can make full use of conditional logic within your Forms and Prefere...

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    Weston Packard created an article,

    Release Notes Version 2025.08

    Release 2025.08Release Details - September 2025  Data Center Instant Update/Cloud Solution Canada September 9 September 9 Australia September 9 September 9 United States September 10 Septem...

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    Weston Packard created an article,

    Information brought in from Shopify

    The Shopify Connector syncs information to your environment using Click's Commerce entities: Products, Orders, and Abandoned Carts. Relevant data will also sync to Lead and Contact records in your ...

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    Weston Packard created an article,

    Setup a Shopify Connector

    To set up a Shopify Connector, navigate to to Settings and Support > ClickDimensions Settings and select Commerce Connectors:This will open the Commerce Connectors window. In this window, click the...

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    Weston Packard created an article,

    Introduction to the Shopify Connector

    Click's Shopify connector syncs data from your Shopify account to your Dynamics environment. Data will come in as Products, Order, and Abandoned Carts in our new Commerce navigation area within Dyn...

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    Weston Packard created an article,

    Release Notes Version 2025.07

    Release 2025.07 Release Details - July 2025   Data Center Instant Update/Cloud Solution Canada July 29 July 29 Australia July 29 July 29 United States July 30 July 30 Europe July 31 Ju...

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    Weston Packard created an article,

    Form Logic

    The Form Designer's Form Logic tab displays and allows you to edit logical rules that specify the Form flow. These rules can be created directly within the Form Logic tab or via the Form's Conditio...