25.2 Release Notes

Planful for Marketing: Custom Fields Inheritance Functionality

With this release, as part of our ongoing enhancements to Custom Fields, we are introducing inheritance functionality across Campaigns, Expense Groups, and Expenses. This enhancement improves data-capturing capabilities by enabling child objects to inherit custom field values from their parent objects automatically. Additionally, when parent values are updated, inheritance notifications allow you to decide whether to retain the existing values in child objects or update them with the new values from the parent. This flexibility ensures that your data remains accurate and aligned with your marketing strategy while eliminating the need for manual updates.

For more information on Custom Field Inheritance, click here.