Database Backup

🔍 What it is: #

A built-in feature that lets you manually back up the entire CRM database — all customer data, invoices, tasks, notes, etc.

🧠 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.

✅ How to Use: #

1. Navigate to: Utilities > Database Backup
2. Click the “Create Backup” button.
3. Wait for the confirmation.
4. Download the .sql file and store it securely.

🔐 Security Note: #

Store backups on encrypted drives or secure cloud storage — not on the same server as your CRM.

💡 Pro Tip: #

Set up a cron job or external script to automate backups weekly or daily if you’re dealing with sensitive customer data.