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CRM upgrade - How to upgrade to a new CRM-Express version
The following steps can be taken to upgrade to the latest version
of CRM-Express.Note: There are a few additional notes below you
have to read if you have used the Demo address book to store your
data instead of creating a new address book or if more than 1 user
is using the address book.
Basic upgrade
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- Download
the latest version from our site
- Backup the old version by copying the address books to another
directory (See backup below)
- Uninstall the old CRM-Express by running Add/Remove Programs
from Control Panel
- Install the new version by running Setup.exe from the downloaded
program in step 1.
- Start CRM-Express and answer OK when the program asks you
if you want to upgrade the address book.
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If you have used the Demo address book to store your data
in the old version
In this case you have to create a new address book after step
4 above and copy the backup from step 2 into the directory.
Then restart CRM-Express and continue with step 5.
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If more than 1 user is using the address book
You will have to run the basic upgrade from the computer on
which the address book is stored. Thereafter, run the upgrade on
all computers that are using the address book
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Backup
Demo address books are stored in the Directory where CRM-Express
was installed e.g. C:\Program
Files\CRM-Express\AddrBooks
Note: We do not recommend to use the demo address book to store your data as it will be removed during the uninstall. Rather create a new address book.
Created address books are stored under MyDocuments\CRM-Express\AddrBooks.
This is the preferred location for creating address books.
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