π What it is: #
A built-in feature that lets you manually back up the entire CRM database β all customer data, invoices, tasks, notes, etc.
π§ Why it’s important: #
- A backup safety net before:
- Updating the system
- Installing new modules
- Changing server environment
- Useful for disaster recovery or migrating to a new host.
β How to Use: #
- Navigate to:
Utilities > Database Backup
- Click the βCreate Backupβ button.
- Wait for the confirmation.
- Download the
.sql
file and store it securely.
π Security Note: #
Store backups on encrypted drives or secure cloud storage β not on the same server as your CRM.
π‘ Pro Tip: #
Set up a cron job or external script to automate backups weekly or daily if you’re dealing with sensitive customer data.