Nick Syrax
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Common Questions About Click Security
Does Click Store Any of My Data? Click does not directly access or copy your Dynamics database. Your Dynamics data is maintained safely and securely in your database, while relevant portions of tha...
Add an Opt-in Field to a Form
If you want to make use of forms and subscription management for leads and contacts, but you do not want to use two separate records to do so, you can combine their functions through one of two met...
Click Security Roles
During installation of the Click solution, four security roles are created in Dynamics. These roles are specific to Click and have very different purposes.Every Dynamics user needing access to Cli...
Core Security Role Settings
Purpose This role should be assigned to all users, even users not using Click. It contains the minimum set of privileges that are required by the Click plugins and will prevent failures in creating...
Text Version of an Email Template
The Text Version of an Email Template provides additional support for your template so that anyone who cannot or wishes not to receive HTML in emails can still read your email. Including a Text Ver...
Hidden Form Fields: Mapping to a Lead's Topic field
Sometimes it can be helpful to store information on a Lead or Contact record that the customer didn't fill out themselves. For example, you may want to make a note of which form identified them, or...
Image Manager Access from Dynamics
When working with images you need to use in your emails, you can access the Image Manager directly in Dynamics. From here you can upload, delete, rename, and move images. Location In Dynamics, you...
User Security Role Settings
Purpose This security role should be assigned to users (non-administrators) who need to view/create Click related data/content. Most of the privileges are set to the Read level, so the users can vi...
Update the Lead Source Field Using a Hidden Field
The hidden field is a field that is not visible on the form outside the form builder, and as such can be used to include information in form submissions that you may not want seen by those who are ...
Service Security Role Settings
Purpose This role should be assigned to the Click Service User if you do not wish to use the CRM System Administrator role. This role provides full access to Click functionality, so it can also be ...