Routine Maintenance & Monitoring

A simple routine

🚧A short, regular check keeps surprises away.

Weekly-ish

Confirm This pageemail is beingsending written.(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

It

Skim willfor cover:duplicate theor regularjunk checks that keep the system healthyrecords and howtidy up — see Duplicates, Mass Updates & Cleanup. Confirm backups are running and recent — see Backups & Updates. Note any pending updates to tellschedule. if

Signs something needs attention.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.