Updating and uninstalling
what stays, what goes.
Updates keep your mailboxes, mail, settings and the encryption key. Only uninstalling removes Mail Desk's data, and even then the mail on your mail servers is not touched.
01Before you update: back up
Back up Perfex's database and the uploads/mail_desk/ folder (the encryption key and the attachments), plus your attachment folder if you set another one in Settings.
02Update
- Download the new version from your CodeCanyon downloads.
- Deactivate Mail Desk in Setup > Modules. Your data stays.
- Upload the new
mail_desk.zipin Setup > Modules. It replaces the module files. - Activate it again. Activation creates any new tables and settings and keeps the existing ones.
- Check the Changelog for notes about the new version.
03Deactivate
Deactivating removes the menu and stops syncing, because the cron task is no longer registered. All data stays, and activating again continues where Mail Desk stopped.
04Uninstall
Uninstalling in Setup > Modules removes every Mail Desk table (conversations, messages, notes, templates, labels, drafts, AI suggestions and the audit log), every mail_desk_… option, the stored attachments and the encryption key. Perfex's own data is not touched, and the mail on your mail servers stays where it is.
Leads, tickets and tasks created from e-mails are Perfex records and stay after uninstalling.
05Moving Perfex to another server
Move uploads/mail_desk/ together with the database and the rest of Perfex. Without the key file, saved mailbox passwords and the AI key cannot be decrypted and have to be entered again.