Why?

• Request database backups to download and keep a snapshot of your database in a safe place.
  
  
• Have a library of all requested backups accessible from your CRM.
  
  
• Delete older database backups that you don't need anymore.

 

 

What?

Keeping your database safe is one of the most important things a user can do for their CRM. Redtail provides admins and the database owner the option to request backups of their database. These backups are downloadable, to be kept in a safe and protected place by the user.

 

 

How?

• Access your database backups from the Database Backups Dashboard.
  
  
• Go to your name dropdown at the top right of your Redtail CRM and select "Manage Your Account". 

 

 

 

 

• Underneath your Admins Only menu, select "Database Backups".
  NOTE: Only admins and the database owner have access to this section.
  Related Article: Manage Your Account: Manage Database Users & Teams

 

 

 

 

 

• The "Database Backups" dashboard houses all your database backups.
  
  
• To request a backup, select the "Request Database Backup" button at the top right and confirm the request. Backups are provided in MySQL format.
  NOTE: Please be aware that, depending on the database, it may take time for the backup to compile. You will receive an email when it has finished.

 

 

 

 

 

• Clicking the backup's file name will download the zipped backup file.
  
  
• To delete any files here, check off the box next to their name(s), and click the "Backup Options" button above the files and select "Delete".

 

 

 

 

• The "Filter" button filters what's on display here by User, Start Date and End Date.