How to backup your data
It is best practise to backup your data as often as you can. With Adviser CRM you can backup your data twice per month for free, then there is a small cost for additional backups in the same month.
Click Setup
Next, click Data Backup
To start a backup straight away, click Download Immediately, then click Download
Once you click Download, your backup will start and you will get a notification that your backup is scheduled. This means your backup is running now, and you will get another notification when your backup is finished.
Once your backup is complete, you will get a notification and you can then download your backup files to your computer.
- Click Data_001.zip to download to your computer which will download all your Adviser CRM data excluding file attachments.
- Click Attachments_001.zip to download to your computer all the file attachments you have uploaded to Adviser CRM.
IF YOU ARE PART OF A GROUP OF ADVISERS YOU SHOULD CHECK WITH YOUR GROUP ADMINISTRATOR ABOUT RUNNING BACKUPS FOR YOU, BECAUSE YOU MAY USE YOUR WHOLE ORGANISATIONS FREE BACKUP ALLOCATION AND LEAVE NO FREE BACKUPS FOR OTHER ADVISERS.