Contact Information sheet with all contact history
 

Salesperson Activity reports
 

Note Activity Report
 

Today report for a list of people who need to be contacted today
 

Invoice List report
 

Sales Order List report
 

Revenue by Source report
 

Sales by Item Class report
 

Note Activity report
 

Create and print custom reports in just seconds! Riata CRM allows you to easily create and print a custom report simply by selecting one of the many pre-defined report layouts, scroll through the list of available fields, and simply check or uncheck the fields you desire. Re-size the fields to suit your needs, set any desired options such as report title, and when you have the report exactly the way you want, simply press the Print button! It's that easy!
 

Instantly generate an address label on DYMO LabelWriter printers. We have support for several DYMO LabelWriter printers. With the press of a button you can instantly print an address label for the current contact record. You can also instantly print labels for any select group of contact