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.
โ Benefit: Saves time and ensures key details are always available within related records, reducing manual entry and improving data consistency.
๐ธ See the screenshots below for the setup and usage views of the inherited fields feature.
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