Siebel CRM Desktop for IBM Notes Administration Guide > Customizing Siebel CRM Desktop >

Removing Customizations

You can remove the currently installed customization for a user and install a customization that is currently published for this user on the Siebel Server. Removing a customization allows you to fix an error that might occur as a result of this customization. It also allows IBM Notes to synchronize with the Siebel Server.

To remove customizations

1. (Optional) Manually synchronize your data with the Siebel Server.

   Removing customizations uninstalls the customization and deletes all data that is not currently synchronized with the Siebel Server. To save unsynchronized data, you must manually synchronize your data with the Siebel Server before you remove the customization.

2. In the CRM Desktop client, open the CRM Desktop - Options dialog box.
3. Click the General tab.
4. In the Customization section, click Remove.

   CRM Desktop displays a dialog box that includes a message that is similar to the following:

   All data that was not synchronized to Siebel will be lost. Are you sure you want to continue?

   If you click Yes, then CRM Desktop does the following:

   • Uninstalls the current customization.
   • Deletes all data that is not currently synchronized with the Siebel Server.
   • Displays the First Run Assistant and then guides you to download the customization package from the Siebel Server.