Backup

Definition

The CRMDesk system gives the user a possiblity to perform the procedure of backup for the following system entities:

• questions

• Knowledge Base

• complete CRMDesk system

Usage

Backup for a selected system entity is generated in the xml format: a user can obtain a backup file in one click simply clicking the corresponding link.

Path

Setup tab – Backup – Questions/Knowledge Base/Complete

Procedure

To obtain a backup file for a necessary system entity, click a corresponding link in the Backup section. The system will offer you to open or save a newly generated xml file:

• a Questions backup file will contain only the data on all questions present in the system at the moment;

• a Knowledge Base backup file will contain the current Knowledge Base data;

• a Complete backup file will contain the complete data on the current state of the CRM system.

Next: Using Support Desk