Can I add custom fields to ClickDimensions entities?

Yes. You can add custom fields to ClickDimensions entities. Follow the best practices outlined below:

Forms

If you wish to add your own custom fields to ClickDimensions forms, such as the Email Send form, we strongly recommend that you add your own section to the form, and place your custom fields in the new section. This will help ensure that your customizations remain after you import an updated ClickDimensions solution in the future.

CRM is responsible for merging your customizations with those contained in the ClickDimensions solution. In some cases, CRM may remove your custom fields from a form and you would have to add them back after updating ClickDimensions. You will not lose any data stored in the custom fields, they might just be removed from the form. Placing them in their own section on the form will help CRM to better merge customizations.

Views

If you wish to modify the views of ClickDimensions entities or add your own columns/fields to views, we recommend that you create your own views, rather than modifying the views provided in our solution. If you modify the views provided in our solution, they will revert back to our view layouts the next time you update ClickDimensions.

About Matt

Director, Technical Solutions at ClickDimensions
Microsoft Dynamics CRM MVP
Author, The Microsoft Dynamics CRM 2011 Administration Bible