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Removing the CRM Desktop Add-In for a Single User


This topic describes how to remove the CRM Desktop add-in if it is installed for a single user.

To remove the CRM Desktop add-in for a single user

  1. Do the following:
    1. Do a synchronization in IBM Notes.
    2. Backup personal data.

      To avoid a loss of data, it is recommended that the user synchronize and back up all personal data before removing the CRM Desktop add-in. For more information, see How Siebel CRM Desktop Handles Items If the User Removes the CRM Desktop Add-In.

  2. Remove the CRM Desktop add-in:
    1. In Microsoft Windows, click the Start menu, choose Settings, and then open the Control Panel.
    2. In the Control Panel, open the Add or Remove Programs application.
    3. In the Currently Installed Programs window, click CRM Desktop, and then click Remove.

      CRM Desktop automatically does the following work:

      • Removes the data structure
      • Removes Siebel CRM data
      • Removes every shared calendar entry and To Do item that it created to support Siebel CRM activities
      • Removes shared contacts

        CRM Desktop treats native IBM Notes items in the following ways:

      • Converts every unshared calendar entry, To Do item, and contact to a native IBM Notes item
      • Leaves every shared calendar entry and To Do item that originated in IBM Notes as a native IBM Notes item in the corresponding IBM Notes folder
      • Leaves every native IBM Notes item and IBM Notes email message in the corresponding IBM Notes folder
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