Jessica Lara
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Activity overview
Latest activity by Jessica Lara-
Jessica Lara created an article,
Duplicate Contact Merge Fails: How to Troubleshoot
This article covers errors when using the Duplicate Check & Merge tool (Settings > Fields & Data > Duplicate Check and Merge), including "Could Not Dupe Match Those Two Objects" and merges that fai...
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Jessica Lara created an article,
Card Declined or Manual Payment Failed: How to Troubleshoot
This article covers what to do when a credit card payment fails, whether a parent is paying in the Parent Portal or an admin is processing a manual or phone payment on their behalf. It explains wha...
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Jessica Lara created an article,
Billing Setup Page Validation Errors: What They Mean and How to Fix Them
This article covers the validation error messages you may see when saving the Billing Setup page (Settings > Financial > Billing Setup). Most come from the billing email notification schedule and t...
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Jessica Lara created an article,
Autopay Payment Failed: Why It Happens and How to Resolve It
This article covers why an autopay charge fails in Finalsite Enrollment, what the system and the payer see when it does, and how to resolve each cause. Most autopay failures are resolved by the par...
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Jessica Lara created an article,
Refund Failed or Won't Process: How to Troubleshoot
This article covers two situations: when you cannot issue a refund (the option is missing or returns an error) and when a refund was issued but later failed. It explains the causes, where to see a ...
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Jessica Lara created an article,
Forms Troubleshooting: Red Error Banner in the Form Editor
This article covers the red error banner that can appear at the top of the page when you edit a form in the Advanced Form Editor. The banner always describes the specific error in its message. This...
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Jessica Lara created an article,
Finalsite Explore Settings: What You Can Do vs. What Support Needs to Do
Some parts of Finalsite Explore you can update yourself from your site's settings, while others are configured on the backend by our support team. This article breaks down which changes admins can ...
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Jessica Lara created an article,
Export Recommendation Form Data
Information collected on teacher recommendation forms does not write through to the student's contact record. This means the responses can only be seen in two places: on the submitted form itself o...
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Jessica Lara created an article,
Finalsite Leadflow Troubleshooting
Use this article to diagnose common issues with Finalsite Leadflow, where form submissions from your Finalsite Composer (CMS) site are not creating the expected records in Finalsite Enrollment (EMS...
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Jessica Lara created an article,
Duplicate Contacts & Households: Merge, Delete, or Leave Alone?
This decision guide walks you through whether to Merge, Delete, or Leave Alone a potential duplicate contact or household. For the step-by-step merge mechanics, visit the articles "Duplicate Contac...