Right now, when you attach an account to an activity, the account shows up as "[account number] - [account type]" but most of our accounts are brokerage accounts. The information I actually need in order to work quicker is what the tax qualified status of the account is. I'd like to be able to see "[account number] - [account type] - [tax qualified type]" or hover over the account link to see it's tax qualified type.

Our group has hijacked the account type field to list the tax qualified type because it makes using the CRM so much easier, but now we have a bunch of custom account types like "Roth IRA" that we then also list as "Roth IRA" for tax qualified type. I don't want to duplicate data, I just want to be able to tell the tax qualification status of an account when I attach it to an activity