I’d like to downgrade to the latest Endnote X7 from X8, without losing any custom features including fields I have customized and the change case entries. What is the best way to do that? What problems are there, if any, with downgrading? Thanks.
Downgrading unlikely to be an issue. You can retain customized fields in the assorted reference templates by exporting the Endnote X8 reference templates as an .xml file which would then be imported into Endnote X7. [Go to the Endnote toolbar and select Edit >Preferences which brings up the “Endnote Preferences” dialog box. Click on “Reference Types” then click the “Export” button.]
To locate and save a copy of the Endnote X8 “Change Case” entries refer to the knowledge base article: http://endnote.com/kb/123434