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Not supported for the current status

Status Backlog

Categories Custom fields

Created by Guest

Created on Dec 24, 2025

Merged idea

This idea has been merged into another idea. The merged idea is not visible in this portal.

Add Accounts as a custom field type Merged

Enable users to add a custom field of type "Account" to conversations, allowing them to select the client account for each conversation.

This would replace having to use tags to keep track of account conversations and reduce the manual overhead of managing it.

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