Finalsite Enrollment Support: Changes We Manage

Most changes to your Finalsite Enrollment setup can be made on your own (creating checklist items, editing forms, customizing emails, building automated communication plans, creating custom statuses). A specific list of changes must be made by Finalsite Enrollment Support because they involve complex setup or could break dependent rules and integrations. This article lists exactly what to send to Support versus what to handle yourself.

💡Quick Answers

• What Admissions-side changes require Support? Custom business rules on checklist items (anything other than grade level or enrollment type), adding or editing name title and suffix options, and creating duplicates of Admissions forms (custom admissions or appointment forms, recommendation forms, document request forms).
• What Enrollment-side changes require Support? Custom business rules to show or hide contract language in a comment box, setting required contract fields (values that must be set before contract generation, like deposit due dates), and creating duplicates of Enrollment forms.
• What Financial changes require Support? Application Fee waiver code additions or changes, creating or updating Custom Fees for forms, creating Contract Fees, creating or updating Contract Fee Rules, and (Billing module) Parent Pay Fee changes.
• What Fields & Data changes require Support? Enabling, disabling, or changing format for Data Scrubbing, adding or removing custom filter options, bulk record deletions, merges for records not found by Duplicate Contact Matching, and configuring or managing ID fields.
• What Integration changes require Support? SSAT Test Score integration, SAO integration, Blackbaud integration configuration, and Veracross or other SIS export file configurations.
• Where do I send the request? Click Help in the top right of your site and select Submit a New Request. See Contact Support & Best Practices for tips on what to include.

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Admissions

• Custom business rules for checklist items (anything other than grade level or enrollment type).

• Adding or editing name title and suffix options.

• Creating duplicates of Admissions forms such as custom admissions or appointment forms, recommendation forms, and document request forms.

Enrollment

• Custom business rules to show/hide different contract language within a comment box on the Contract.

• Setting required contract fields (i.e. fields that need a value set prior to generating the contract, such as the deposit due date).

• Creating duplicates of Enrollment forms such as custom enrollment or appointment forms.

Financial

• Application Fee Rules - waiver code additions or changes.

• Creating or updating Custom Fees for Custom Admissions or Enrollment Forms.

• Creating Contract Fees.

• Creating or updating Contract Fee Rules.

• Parent Pay Fee changes (Billing Module).

Fields & Data

• Enabling, disabling, or updating the format for Data Scrubbing.

• Adding or removing custom filter options.

• Deleting records in bulk.

• Merging for records not found in Duplicate Contact Matching.

• Configuring and managing ID Fields.

Integrations

• SSAT Test Score / SAO Integration Configuration including the checklist item mapping.

• Blackbaud Integration Configurations.

• Veracross and other SIS Export File Configurations.