Customer Management in Daftra

A complete guide to setting up customer management in Daftra: customer settings, custom data fields, customer portal access and more.

Duration: 44 minutes; Video content
Instructors: Daftra Academy; Daftra Education Team

About this course

This course covers customer management in Daftra from the start, in short videos recorded on the real Daftra screens.

It begins with customer settings and custom fields, then adding customers by hand or importing them from a file. It goes on to setting credit limits and credit periods, giving customers access to review quotes and pay invoices, and creating custom statuses and related forms to organise customer data and follow-up.

It finishes with recording invoice payments and their settings, viewing contact information, recording customer attendance and scheduling appointments with customers.

What you will learn

Configure customer settings such as customer type, numbering and the fields shown when adding a customer.
Create custom data fields for the customer record.
Add customers by hand, and import a customer list from a file.
Set a credit limit and a credit period for each customer.
Give customers access to review quotes and pay invoices.
Create custom statuses and related forms to organise customer follow-up.
Record invoice payments and configure their settings.
Manage contact information, attendance records and appointments with customers.

Who this is for

Sales and customer service teams using Daftra.
Business owners who manage their own customer base.
Accountants who follow up on customer balances and payments.

Before you start

An active Daftra account.
No previous experience with customer management is needed.

Course content

12 lessons • 44 minutes

1Course lessons12 lessons • 44 minutes
- Configuring customer settings in Daftra2 minutes
- Adding custom data fields for customers in Daftra4 minutes
- Adding a new customer manually in Daftra6 minutes
- Importing your customers from an external file in Daftra3 minutes
- Setting credit limits and credit periods for customers in Daftra3 minutes
- Giving customers access to the system in Daftra3 minutes
- Creating custom statuses for customers in Daftra3 minutes
- Creating related forms for customer records in Daftra5 minutes
- Recording invoice payments and payment settings in Daftra6 minutes
- Viewing customer contact information in Daftra2 minutes
- Recording customer attendance in Daftra3 minutes
- The appointments page and scheduling with customers in Daftra4 minutes

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FAQ

Do I need previous experience with Daftra?

No. The course starts with customer settings and adding your first customer, then builds up to the advanced features.

Can I bring in my existing customer list instead of typing it in?

Yes. The import lesson shows how to upload your customer list from a file, match its columns to Daftra's fields and update customers you already have.

What is the difference between a credit limit and a credit period?

A credit limit is the most a customer is allowed to owe; a credit period is how long they have to pay. Lesson five explains both and how to set them.

What language are the videos in?

The videos are in Arabic. Every lesson has an English transcript and English captions.