Routine Maintenance & Monitoring

A simple routine

A short, regular check keeps surprises away.

Weekly-ish

• Confirm email is sending (a password reset or notification arrives).
• Confirm Google / calendar sync is current, if CBM relies on it.
• Glance at new users and access, and deactivate anyone who has left.

Monthly-ish

• Skim for duplicate or junk records and tidy up — see Duplicates, Mass Updates & Cleanup.
• Confirm backups are running and recent — see Backups & Updates.
• Note any pending updates to schedule.

Signs something needs attention

• Users report can't log in, missing records, or email not sending.
• A certificate warning on the CRM or docs site.
• The CRM is slow or unreachable.

For any of these, go to Troubleshooting & Recovery.

Background jobs

EspoCRM runs scheduled background jobs (notifications, email checks, cleanup) automatically. Administration → Scheduled Jobs lists them. If time-based things — reminders, scheduled emails — stop happening, that's a sign the background runner needs attention; flag it.