When linked to accounting systems such as Accpac Pro Series, AccPac Vision Point or TIW Alere, Riata can provide a live link giving you accounting and CRM functionality in one system!
 

Have an unlimited number of additional contacts for each primary company. Keep track of all notes and correspondence separately for each contact or for the whole company.
 

Quickly see all correspondence with the contact with the informative browse in the bottom potion of the main contact screen.  Optionally see only the header of each note or the expanded note in the window.
 

One click email, faxing or letter writing for the contact on the screen.
 

Use the toolbar on the left for quick shortcuts to your most used functions.
 

With the combination of the Windows Telephony API and correct hardware, Riata CRM supports caller id and brings up the record of the calling person.
 

Search icons provide instant access to both Windows and Quick Searches for the most commonly used search fields.
 

Keep track of your contacts' interests.
 

Store multiple email addresses and phone numbers for each contact.
 

Recent Records pull down lets you instantly view a scrolling list of the contact records that you have recently accessed. Instantly select or jump to any of the listed contacts.
 

Add a priority memo for a contact and that important information will pop up on the screen each time you access that contact record.
 

Add multiple types of phone numbers to each contact such as cell phones, pagers, office and home numbers.
 

Enter notes and follow up activities. These activities will be recorded with reminders on your activities tab and if linked to Outlook, in Outlook as well.
 

As you fill in the zip code, the city, state and county will automatically be filled in.