Jessica Lara
- Total activity 184
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 6
Activity overview
Latest activity by Jessica Lara-
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...
-
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...
-
Jessica Lara created an article,
Search & Reports Cookbook: The 10 Most-Requested Lists
The Search & Reports tab in Finalsite Enrollment is one of the most powerful tools for pulling lists, tracking progress, and exporting data to other systems. This cookbook provides a ready-made "re...
-
Jessica Lara created an article,
Troubleshooting Guide: Parent Cannot Access the Parent Portal
When a parent contacts your school because they can't log in or can't see their child's checklist, use this guide to identify the cause and resolve it quickly. Most issues fall into one of five sym...
-
Jessica Lara created an article,
Billing: School Voucher Best Practices
As school voucher programs continue to expand across the United States, including in Florida, Indiana, Texas, Arizona, and many other states, more families are enrolling with voucher awards that of...
-
Jessica Lara created an article,
Lead Automated Communication Plans (ACPs)
When a new Lead is created in Finalsite Enrollment (EMS), an Automated Communication Plan (ACP) can immediately start the conversation, sending a welcome email to the family, notifying the right st...
-
Jessica Lara created an article,
Fields: What You Can Edit Yourself vs. What Requires Support
Most field changes, such as renaming dropdown options, adding new custom fields, hiding fields from forms, and reordering fields, are self-service on the Fields page (Settings > Fields & Data > Fie...
-
Jessica Lara created an article,
Business Rules for Checklist Items
A business rule is dynamic logic that shows or hides a checklist item based on a student's data. For example, "show the placement test only for grade 9+ new students" or "hide the application fee i...
-
Jessica Lara created an article,
Helping a Parent Find and Resume Their Draft Application
When a parent says they can't find their in-progress application, or that their draft has disappeared, the draft almost always still exists; the parent typically just isn't logged in with the right...
-
Jessica Lara created an article,
Billing Cleanup for a Midyear Withdrawal Student
This article is for Billing schools and covers Step 3 of the mid-year withdrawal workflow. Use it after you've already updated the student's status. If you haven't done that yet, start with the art...