Unique Identifier when creating a CTA manually

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  • Idea
  • Updated 1 year ago
  • Under Consideration
When adding a CTA from Cockpit, is there a way to add other identifying fields to the Account lookup dropdown.

The use case would be if you have multiple accounts with the same name, but are in different countries we would like to be able to us an Account ID or some other identifier to create this CTA.
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Chris Mudd, Employee

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Posted 1 year ago

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Nitisha Rathi, Employee

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Hi Chris,

Good point. Infact, this might be required for all account & relationship lookups across the product. We will think more on it.

Thanks,
Nitisha