DIY forms options for Business, Family and Individual contacts

With the name name settings, the DIY forms need to be updated to either allow the user to select the name format (Business, Family, Individual) or to have an option to set a form to be automatically setup for a name format.  It is silly to ask a business to enter a last name or to have to enter dummy information.

  • Peter Quin-Conroy
  • Oct 15 2015
  • Completed
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  • Admin
    Kimberly Hammer commented
    July 17, 2023 14:18

    This functionality is now available, please see the 7.79.0 New Features guide for more information.

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  • Mollie Swafford commented
    March 15, 2023 15:41

    Yes! Yes! Yes!

    I just discovered that DIY forms aren't appropriate for businesses and I've been using them for underwriters for our annual event! Please make this change ASAP. Takes a lot of effort to convert these entries once posted - and I'm sure it's very confusing for my donors!

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  • Admin
    Kimberly Hammer commented
    February 21, 2023 20:54

    We are planning to make up an update to DIY pages this year to allow the option for donors to select Individual or Business. I will update this idea once the feature is released.

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  • Guest commented
    August 23, 2022 16:43

    Ditto what everyone else says. We need this to be able to be done. Our income almost doubled when they can do it online, but it is a mess on the back end.

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  • Heather Garcia commented
    July 07, 2021 20:00

    I completely agree! It is VITAL for a business that is giving to be able to do so under their business name!

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  • Susan Swensen commented
    November 10, 2017 15:35

    YES!!! If the database has individual, business, and family accounts, how can you collect donations that match to existing accounts if you only allow the entry of individual contact information!!!!

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  • Christephor Gilbert commented
    May 23, 2017 18:50

    I concur!

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  • Guest commented
    May 10, 2017 16:56

    Yes!  Very much needed!  But someone's comment is from 2015 and they haven't responded yet..:(

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  • Guest commented
    March 03, 2017 20:31

    Totally agree! I love DIY forms mainly for the efficiency they help create for our organization, but we are having to spend time editing accounts if they are businesses but are entered as individuals through the DIY forms into eTap. PLEASE update this feature ASAP!!

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  • Guest commented
    February 01, 2017 21:10

    Yes, add!

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  • Guest commented
    February 01, 2017 19:10

    My organization desperately needs this. We do tons of surveys that use the business name, and cannot use the eTapestry DIY survey forms until this is done. 

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  • Michele McGovern commented
    December 07, 2016 21:14

    I just submitted this same request not realizing it already was posted... PLEASE work on this as without this functionality your forms are basically creating duplicate accounts, inaccurate donor records, and/or additional data entry for eTapestry users.

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  • Guest commented
    June 08, 2016 14:52

    Need this now!

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  • Kelly Ground commented
    March 24, 2016 20:59

    Yes, for me as well.

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  • Guest commented
    October 26, 2015 20:32

    YES YES YES! This would be a fabulous update! Please!

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