Hi HubSpot Support Team,
I wanted to share a small workflow suggestion regarding linking an account to a ticket.
Currently, when clicking “Add” under the Account section on a ticket, it defaults to “Create new”. In most of our use cases, we’re linking an existing account rather than creating a new one, so we then need to switch to “Add existing” each time.
It would be really helpful if the default option could be set to “Add existing” instead. This would also align with the behaviour when adding contacts or companies, where the menu defaults to “Add existing”, which feels more intuitive and consistent.
I understand there may be reasons for the current setup, but I thought I’d share this as a potential improvement to help streamline the workflow and maintain consistency across objects.
Thanks so much for considering this idea.
Kind regards,
Rami