Jessica Lara
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Articles
Recent activity by Jessica Lara-
Request Early Migration to the Connected SSO Experience
Finalsite is rolling out the new connected single sign-on (SSO) experience to all clients in waves. If you'd like to move sooner rather than wait for your scheduled turn, you can request an expedit...
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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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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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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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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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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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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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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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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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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...