Releases:
- Mobile 2.34.2 (January 13th, 2025)
- Backend 2.66.9 (January 13th, 2025)
- Web 2.58 (January 13th, 2025)
Overview:
SPOTIO now allows child objects to inherit field values from parent objects, reducing the need for duplicate data entry and making important details more accessible.
Key Enhancements:
- Admins can configure which fields in child objects should automatically inherit values from their parent objects.
- Example: A Contact can now automatically display the Account Name from its parent account without requiring manual entry or extra navigation.
- This setup is configurable via the web setup page, where admins can define which fields should pull data from parent records.
✅ Benefit: Saves time and ensures key details are always available within related records, reducing manual entry and improving data consistency.
📸 See the screenshots below for the setup and usage views of the inherited fields feature.
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