Melissa Reyes

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18 results found

1. Default Permission

   17 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Melissa Reyes supported this idea  ·  Jul 16, 2026

2. Edit Notes

   177 votes

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   9 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Melissa Reyes supported this idea  ·  Feb 2, 2026

3. Make ALL Fields Searchable in the Advanced Search

   224 votes

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   13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Melissa Reyes supported this idea  ·  Feb 2, 2026

4. Option to view all activities

   396 votes

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   23 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Melissa Reyes supported this idea  ·  Feb 2, 2026

5. RMD Value & Information section

   1,996 votes

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   99 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Melissa Reyes supported this idea  ·  Jan 23, 2026

6. Do not automatically expand comments under notes section in client record

   6 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Melissa Reyes supported this idea  ·  Jan 23, 2026

7. Customize Contact Overview

   3 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Melissa Reyes shared this idea  ·  Jan 23, 2026

8. Customize Dashboard

   46 votes

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   3 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Melissa Reyes supported this idea  ·  Jan 23, 2026

9. Option to automatically rollover activity

   1,270 votes

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   50 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Melissa Reyes supported this idea  ·  Mar 18, 2025

10. Opportunities should have at least 3 date fields

    141 votes

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    7 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

    This suggestion is remaining open and can continue to gather votes and comments!

    Melissa Reyes supported this idea  ·  Mar 18, 2025

11. Auto-create inferred Memberships

    17 votes

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    0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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    Melissa Reyes supported this idea  ·  Mar 18, 2025

12. Seminar REGISTRANTS v. Invited Contacts

    17 votes

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    0 comments  ·  Redtail CRM » Seminar  ·  Delete…  ·  Admin →
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    Melissa Reyes supported this idea  ·  Mar 18, 2025

13. Turn off auto creation of employer records

    62 votes

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    6 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

    This suggestion is remaining open and can continue to gather votes and comments!

    Melissa Reyes supported this idea  ·  Mar 18, 2025

14. customize contact home page template

    65 votes

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    4 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Melissa Reyes supported this idea  ·  Mar 18, 2025

15. Enable user defined fields to have a customizable order

    134 votes

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    6 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

    This suggestion is remaining open and can continue to gather votes and comments!

    Melissa Reyes supported this idea  ·  Mar 18, 2025

16. It would be nice to customize the home page. I don't need some of the windows.

    31 votes

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    0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Melissa Reyes supported this idea  ·  Mar 18, 2025

17. Allow Customization of "Things to do today" and other widgets on Homescreen

    53 votes

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    0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Melissa Reyes supported this idea  ·  Mar 18, 2025

18. customize today page

    73 votes

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    0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Melissa Reyes supported this idea  ·  Mar 18, 2025