I'm posting this on behalf of a customer that has several accounts with the same name. Because of this, CSMs are not sure which account they are really selecting when they manually create a CTA.
The thought here is that we have a different section to pull from when assigning a CTA instead of just using CustomerInfo Name, as when you have several accounts with the same name, the drop down list when you search can be confusing.
Edit what picklist the Customer section looks at when creating a CTA
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Thanks for the post. We will add better customer search capabilities in CTA creation form. ETA to be decided.
Thanks,
Nitisha