Do I need to do anything to maintain the CRM?
I installed and configured our version about 2 years ago.
Aside from setting up semi-weekly backups I pretty much left it alone after that.
We have ~10 staff using it and about ~30K Contacts in it.
The version is Version 7.9.7
Now our staff tell me some of the “Notes” (Contact/History/Notes) have gone missing, as well as some content from various fields for several “Contacts”.
Is there anything I can do to find/restore lost content?
Is there anything I should be doing maintenance wise to prevent any future losses?
Thanks!
Greg