Easy Backup v1.2 - Regular backups for RISE CRM

Easy Backup v1.2 - Regular backups for RISE CRM

Easy Backup plugin is a tool to help you download and backup your whole RISE directory and database with single click. You can also activate a regular backup process with this. For regular updates, if you’ve integrated Google Drive or any other third party storage plugin, all backups will be uploaded there (.../easy_backup_files/). Otherwise it’ll be uploaded to your server’s local directory
Easy Backup v1.2 is a plugin or tool designed to perform regular backups for RISE CRM (Customer Relationship Management) software. It helps ensure that all important data, such as customer information, deals, tasks, and other CRM records, are safely backed up to prevent data loss.

Here are some typical features and benefits of using Easy Backup v1.2 for RISE CRM:

1. Automated Backups

• Regular Backup Scheduling: You can schedule backups at specific intervals (daily, weekly, etc.) to automatically back up your CRM data, ensuring it's up to date without needing manual intervention.

2. Multiple Backup Options

• Cloud Storage Integration: The backup tool might allow storing backups in cloud services like Google Drive, Dropbox, or Amazon S3, offering an offsite solution that keeps backups safe and easily accessible.
• Local Storage: You might also have the option to back up your data locally on your own servers or devices.

3. Backup for Critical CRM Data

• Customer Data: Ensures that all customer records, including contact details, notes, and history, are backed up.
• Deal Information: Deals, opportunities, and their statuses are included in the backups, preventing any business-critical data from being lost.
• Tasks & Activities: Activities such as tasks, reminders, meetings, and follow-ups are typically part of the backup.

4. Data Recovery

• Restore Functionality: Easy Backup allows for easy restoration of lost or corrupted data. In the event of data loss, you can restore the system back to its previous state quickly.

5. Backup Notifications

• Success/Failure Alerts: You may receive notifications or reports via email or within the CRM dashboard about the status of your backups, including any issues that may have occurred.