It is necessary to enable the ability to link tasks and projects to customer accounts, so that:

Within the CRM/Business Management space (organized by folders and lists), you can relate a task from any list to an account registered in a master list of Accounts.

This relationship allows you to consolidate reports per customer account, viewing all associated tasks and projects, regardless of the source list.

Additionally, forms require that:

-The relationship (account) field allows you to select only customer accounts, it does not allow you to set the conditional to select the account or customer in the form.

-Not all the tasks in the environment are displayed, but only the records in the Accounts list.

The objective of this requirement is to group and manage information by customer globally, facilitating operational and commercial monitoring and performance analysis on an account basis.