Case: you have already setup the saas module on your Perfex CMR (i.e. perfex v3.0.5) and there is a new Perfex Update release (i.e. Perfex v3.0.6).
To update your Perfex CRM after setting up the saas module, it’s important you follow the following steps carefully:
- Make a full backup of your system files and database so you can always roll back in case anything went wrong.
- Disable the saas module
- Apply the Perfex CRM update following the Perfex documentation guide.
- Enable the saas module.
The above step should ensure the safe upgrading of your Perfex installation.