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"Release Notes Version 6.3.0 [October 14, 2014]" in Announcements - comment added by Matthew Wittemann

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Alan, Please do NOT uninstall our solution. If you uninstall a managed solution, it deletes the entities contained in that solution, which also means all your data in those entities will be deleted. You would lose all the email templates, forms, etc., that you have designed in ClickDimensions, as well as all the page views, visits, email events, etc.

All you need to do any time you update a managed solution is ensure you have your own customizations backed up. To be thorough of course, you can also back up your SQL Server database if you have on-premise CRM. But really, you should be fine just exporting your own customizations in an unmanaged solution for the entities that are also part of our solution. We add fields to the Account, Contact, and Lead entities. We also add custom forms to the Contact and Lead. And we add a button to the Marketing List entity. If you have customized any of these four entities, you can add them to a temporary solution, and export that temporary solution as unmanaged as a backup. After updating ClickDimensions, if any of your customizations have been changed, you can re-import your unmanaged solution to restore your customizations.


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