"Cascadable" Values from Account To Sales Orders, viewable on the "New Record" Form
I'm sure this has been requested before, but is there a way to set custom fields as "Cascade" for derivative records?
Native fields like "Phone" or "Address fields" will be prefilled in a Sales Order when created on an Account that has these fields filled in.
I added a couple of custom fields to the address sections of Accounts and Sales Orders and would love for those to be prefilled when someone is creating a new quote / sales order.
I know I can use a custom function to pull the data once the record is saved, but it would be very useful if Zoho could allow us to set certain fields as "Cascadeable" :)
Any chance this request has been addressed?