The Admissions tab on a student's contact record shows all fields in admissions-type groupings, including Prospect, Inquiry, Application, Education, Interests, Events, Interview, Review, and Testing.
💡Quick Answers
- Who can see the Admissions tab? Only admins with Admissions permissions set in the Admin Portal Accounts page.
- How do I edit fields on the Admissions tab? Click the Edit Fields button in the upper right, make your changes, and click Save Edits.
- Can I show only fields that have values? Yes, use the Show Options selector and choose Completed to see only fields with data for the contact you are viewing.
- Will editing a field here update a submitted form? No, contact record edits do not update submitted form data; forms are saved as-is unless a new form is submitted as a replacement.
- How do I configure which fields appear on the tab? Use the Fields Setup page to adjust groupings and the Contact Layout page to control which fields display per contact type.
How-To: Use the Admissions Tab
When you are viewing a specific student's contact record within Finalsite Enrollment, you can access their Admissions tab by clicking on it from the list of tabs at the top of the page.
(Please note: Your available tabs may differ from what is displayed above, based on the modules you are using).
Once on the Admissions tab, you will see the following information.
Show Options
Located in the upper left of the tab. You can choose from two options:
- All: This option will show all fields set to display on the Admissions tab - whether they have a value or not for the contact you are viewing.
- Completed: This option will show only completed fields (i.e. those with a value) set to display on the Admissions tab for the contact you are viewing.
Field Groupings
The Admissions tab displays the field groupings listed below:
- Prospect
- Inquiry
- Application
- Education
- Interests
- Events
- Programs
- Interview
- Review
- Testing
If you do not see a specific field grouping when viewing a contact, it is because there are no fields with that grouping set to display for the type of contact - click here to learn more. If you cannot see the Admissions tab at all, you may not have Admissions permissions set within the 'Admin Portal Accounts' page.
You can change the grouping for most fields from the Fields Setup page using the 'Edit' option. Use the Contact Layout page to set which fields display for different types of contacts in your system.
Edit Fields
Located in the upper right of the tab. This button allows you to make changes to most of the fields displayed within the current tab.
Once you have made your desired edits, be sure to click the green Save Edits button to confirm the changes or click the grey Cancel button if you don't want to save your changes.
The Edit Fields option is useful because you can update any fields that were incorrectly filled out on a form, update information to make it current, or fill out an internal-only field. Please note: Updating fields within the contact record will NOT update the information on any submitted forms. Fields on forms are saved as-is and do not update unless a new form is submitted as a replacement.
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