Free
Customer Management in Daftra
A complete guide to setting up customer management in Daftra: customer settings, custom data fields, customer portal access and more.
44 minutes
Daftra Academy
Daftra Education Team
Finish the track, pass the assessment, and get a certificate with a verification number any employer can check.
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Daftra certifications
Browse our wide range of specialist courses in accounting, sales and management, and start your journey to a better future.
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Showing 1 - 4 of 4 courses
Free
Sales Reps and Route Management in Daftra
Learn to organise field visits for sales and delivery reps in Daftra, from areas and route templates to assigning daily routes and tracking visits and their reports.
58 minutes
Daftra Academy
Daftra Education Team
Free
Auto-Send Rules in Daftra
Learn to set up auto-send rules in Daftra so that invoices, quotations, returns, debit and credit notes, work orders and appointments reach clients or employees automatically by email or SMS.
55 minutes
Daftra Academy
Daftra Education Team
Free
Customer Loyalty Points in Daftra
Learn to run customer loyalty points in Daftra: loyalty rules, earning points on sales invoices, redeeming them as discounts, configuring the settings and reading the reports.
54 minutes
Daftra Academy
Daftra Education Team