We are very excited to release this enhancement that targets the logic behind companies donating on forms, as well as capturing individual details of personnel at that company on the Keela form.
This enhancements are applicable to Donation and Crypto Forms only.
How do I make the changes?
You will need to go to the Form Builder.
On the Contacts Details section of a Donation or Crypto Form, you can go ahead and now select what fields are for the Individual Contact vs. The Company Contact:
If company is selected, all fields (other than the personal info fields), transactions, form responses and receipts will live on the company record.
Fields within the Your Details section or any added Personal Info fields will live on the associated contact for the company.