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What's New in Riata CRM by Release
9.0 to 9.1
General
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New User Groups allow you to set up group security templates ad
assign users to those groups
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Support for Microsoft Fax Server using MS Fax with Windows XP or MS
Fax with Server 2003
·
Copy contact record information to Windows clipboard
·
Ability to assign/unassign marketing campaigns to individual
contacts from the contact menu. Used in conjunction with the Marketing
Campaign Wizard, this can be a powerful tool to track how successful
your campaign is
·
Updated zip code database for automatic city/state/county
assignments
·
Additional user settings for turning on/off confirmation when
editing fields with one-click edit, confirm exit of Riata, and a new
maintenance admin user setting for those who wish to have calendar items
automatically created with reminders to index, check for updates and
renew annual maintenance before it expires
Notes
·
Bigger note screen with the contact name, company, address and
phone number displayed clearly in the top left hand corner of the note
screen
·
New "Time Stamp" button on note screen to put a time stamp in your
notes
·
Prompt to keep notes with original company or move them to the new
company when converting an additional contact to it's own primary
contact
Emailing
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Email Contacts using Outlook Message Interface so you can now use
different fonts, colors and even images!
·
Incoming Emails in Outlook can automatically stored as a note to
Riata contact if email address exists in Riata
·
Email tab completely overhauled allowing you to view your Outlook
inbox and either automatically or manually assign/unassign incoming and
outgoing emails to contacts in Riata.
·
Keep track of what you need to do by creating follow-up's for
emails in your Inbox. View your follow-up call, meeting or task on a
number of reports or on the Activity Tab.
·
Support for Microsoft Exchange Public Calendar, Public Contacts and
Public Tasks
Searching
·
All screen search criteria added to Interests
·
Ability to do screen searches for contacts based on distance from
your zip code
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"Exact Match" on all screen search fields
Wizards
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Email Merge using HTML Outlook message format
(graphics/colors/fonts, etc.)
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Marked Records Wizard to mark or unmark a selected group of
contacts. Use the marked contacts in searches, mail merges, etc.
Emailing and Faxing of
Bids/Orders/Invoices
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Email customers Bids/Orders/Invoices using new built-in PDF
writer. No need to buy any additional PDF writing software!
·
Email support for these documents has been extended to SMTP email
users
·
Fax Bids/Orders/Invoices using MS Fax w/Windows XP or MS Fax
w/Server 2003
Reports
·
Summary option added to list reports. Useful to get a report of
the total number of contacts in each zip code, for example.
Accounting Links and
Order Entry
·
Support for Pro Series 7.3 custom report forms
·
Link to TIW Alere Accounting System now supports all types of
contacts in one single database! Prospects, suppliers, customers,
remit-to's, ship-to's...
·
Ability to update Riata tables based on customer number key changes
done in Pro Series
·
Enhanced item search shows warehouse location and onhand. Also view
what's onhand or available
·
Ability to locate an item in the item search by typing something
that is contained anywhere in the item number or item description
·
Reset key accounting fields when converting additional contact into
a primary contact
·
New Item Search option to show available inventory (onhand + on
purchase order – on sales order)
New Since Release of 9.1 (were
available in Help – Check for Updates)
General
·
Ticket and Incident Tracking Module
·
Icon
to clearly show which activities are completed in Activities Tab
·
New
security option to limit salesperson to view only their own notes
·
Add
left mouse click to select a record in windows searches
Notes/Activities
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Calls/Meetings/Tasks added to Note Options to view them in Notes area
·
When
setting up a task, copy in the contact name, address and phone
information to pass to Outlook Task/Calendar item that is created
Emailing
·
Email notes option from Note Tab
·
Automatic Synchronization of Incoming and Outgoing Emails from Microsoft
Outlook
·
Assign Emails to Contacts from Outlook Inbox
Searching
·
Ability to Edit Screen Search SQL when loading a saved search
·
Allow field pop-up choices with an F2 in Screen Search
·
Save
and Load Screen Searches from the Screen Search itself,
·
In
Screen Search ability to reset all options and start over without
exiting Screen Search
Wizards
·
Group Replacement Wizard reassigns salespeople to open activities if
doing a group replacement on salesperson field
·
Address Standardization Wizard includes option to make additional
contact information match the primary contact information
Accounting Links and Order Entry
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Convert Bids to Orders (Riata Pro Series/Sage Pro)
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Ability to use Pro Series/Sage Pro rules for field validation instead of
Riata pop-up lists
What's New in 9.2 (Released April 29th,
2007)
General
·
Sales Opportunities Module
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Riata ShutDown – get users out and keep them out for system maintenance.
Now available in product and no longer a separate purchase.
·
If
field too long to display on screen, mouse over will show full field
contents in a tooltip
·
Support for International Addresses
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Active/Inactive Contact status
·
Updated Zip Code and Area Code Lists, now including Canada
·
Better/Faster PDF Writer
·
Supports Microsoft Office 2007
·
Now
in Visual Foxpro 9
Notes/Activities/Tickets
·
See
activities from multiple databases in the Activities Tab
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Ability to assign a Call/Meeting/Task to multiple people
·
Mini-expand for Notes (only show 1st line of note)
·
Next
Call/Meeting/Task displayed in bottom status bar
·
Drag
and Drop Documents from Windows Explorer into Notes, Tickets,
Opportunities
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Marking a task or meeting Private in Outlook will not sync to Riata
Activities List
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Redesigned and easier to use Note Entry Screen
·
When
setting up Ticket Types and Categories, now define Ticket Types within
each Category
·
Ability to Delete Letter Templates
Emailing
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Marking an Email in Outlook as Sensitive or Private and will not sync
into Riata
Searching
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New
Item Magic Search
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Ability to change sort order to ascending or descending on Screen Search
·
Copy
Item Info to Clipboard added to Item Search
·
Improved Notes and Ticket Note Searches
·
Search for a customer by words contained in Sales Order Comment
·
Find
a customer by searching for a serial number on an invoice
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Past
Due Invoices Screen Search
Wizards
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Improved Undelete Contacts Wizard
Letters/Emailing/Faxing
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Mail
Merge Template locations definable by database
Reports
·
New
Notes Summary by Salesperson cross-tab report
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New
Collections report summarizes all past due invoices
·
When
running reports with option to filter by salesperson, can select all
salespeople or any combination of multiple salespeople
Security
·
Sales Manager User Type
·
Maintenance Administrator User Type
·
User
option so salespeople can only run sales and activity reports for
themselves
·
User
option to limit the ability to create notes and tasks for others
Accounting Links and Order Entry
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Collections Inquiry
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Credit Card Authorization during order entry using Authorize.net
(additional purchase)
·
10
Digit Company number support when linked to SagePro ERP
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Accounting required fields screen pop-up on Save of New Contact
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Support for SagePro ERP 7.4 | 
