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Steps to Create Data Backup in CentraHub CRM

Steps to Create Data Backup in CentraHub CRM

CRM Software Knowledge Base

1. Access the CentraHub CRM settings and type ‘Backup’ in the search box.

CRM Software Knowledge Base
CRM Software Knowledge Base

A. New To take a new Data BackUp.

B. Schedule To select the view layout of Account page.

C. Delete To delete Data BackUp from the list of existing BackUps.

Steps for New Data Backup

Steps for New Data Backup

CRM Software Knowledge Base

1. Click New on BackUp List page.

CRM Software Knowledge Base
CRM Software Knowledge Base

2. Select the records which are to be included in the backup and Click OK.

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3. Click on “click here” on the pop window.

4. Once the download is completed, click on the Download Tab to view the download link.

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Field Specification of Schedule Tab in Backup List Page:

1. Backup Frequency

Refers to the selection of the Backup Frequency Template.

2. Preferred Time

The time at which Data backup is being scheduled.

3. Email backup Link to

Refers to getting the Backup link via Email.

4. No: of BackUps to keep

Specify the number of Backups to be saved in the CRM

5. Include the below list

Refers to selecting the option from the given list of elements for which the backup should be taken.

To Delete a BackUp.

To Delete a BackUp.

CRM Software Knowledge Base

1. Select that Backup from the Backup List page.

2. Click on Delete to delete the backup from the backup list.

3. Click on Schedule to schedule the data backup.

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