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Release Notes | Week of September 14 | Apricot Mobile 1.0 OverviewThis release introduces Apricot Mobile, a dedicated app available in the U.S. and Canada for iPhone and Android that gives frontline staff access to their Apricot data in the field. It also launches Note Capture, a Bonterra Que skill built into the app that transcribes spoken notes and maps them directly into form fields. Note Capture is available in open beta only for U.S.-based organizations. New features Apricot Mobile (open beta) | Field-based record management on iOS and AndroidFrontline staff can now browse participant records, fill out Tier 1 and Tier 2 forms, collect signatures, upload photos, and save drafts — all from an iPhone or Android device.Forms are laid out section by section for small screens, rather than as a single scrollable page. Drafts are linked to the participant record and available in both the app and Apricot desktop. Records are excluded from reporting until a draft is published as a full reco

The Apricot Mobile app is available for download in the U.S. and Canada from the App Store (iPhone) or Google Play (Android). Note Capture and other Que skills are currently available in beta to U.S.-based organizations only.This article covers common questions about how the Apricot Mobile app works and what to expect during the beta period. About the Apricot Mobile app Is Apricot Mobile available outside the United States?Apricot Mobile is available to download in the U.S. and Canada from the App Store and Google Play. However, Note Capture and other Bonterra Que skills are currently available to U.S.-based organizations only during the open beta. If your organization is based in Canada, you can still use Apricot Mobile to browse and update participant records, fill out forms, and save drafts — you just won't have access to Note Capture at this time.Does the app work without an internet connection?An active connection — Wi-Fi or cellular — is required to use Apricot Mobile. Offline us

In the last several months, I’ve received numerous messages from individuals who have always received my organization’s emails saying that they’ve suddenly stopped receiving them (including BOTH of our Executive Directors!!). I can’t figure out why contacts are being unsubscribed without any action on their part and how I can add them back to receiving emails. Any suggestions on how to fix this would be greatly appreciated!

Hi, I've noticed the Every Action Zoom integration creates a lot of duplicates, even when the name and email are an exact match to an existing Contact Record. Are there any plans to fix this? Or if there is some way we can turn on stricter matching across our organization we would gladly do that too as we'd rather not have more than one contact record per email address anyway. Thank you!

How do others work around the lack of option to offer discount codes in event registration?Do you just make a lot of different forms with different registration costs?

Hi all! We've been hearing some really great ideas from users on product enhancements — if you haven't visited the Ideas Portal yet, it's worth a look.It's where Apricot users submit feature requests and wish-list items directly to the product team — things like a workflow you wish existed, a report you can't quite build, or a step that feels clunkier than it should. The team reviews submissions regularly and pulls from them when planning future updates.It's one of the most direct ways to influence what comes next in Apricot. Not sure how to submit? Check the steps here: 👉 Apricot Ideas PortalAnything you've been meaning to submit?

If you need to grant administrative access to other team members, you can set up an admin account for them. The steps below will guide you through this process and help you assign each team member the level of access they need while working in your Donor Management system. Note: Only 'Supervisor' level administrators will have access to make these changes.  Step 1: Navigate to your DashboardFrom your Dashboard, click to expand the 'Settings' tab on the left navigation menu. Select 'Admins' to be directed to the 'Admins' page.  Step 2: Add your adminClick the blue 'Add Admin' button in the upper right corner of the 'Admins' page to set your administrator up with access.  You will be taken to a page where you will enter your admin's information.  Step 3: Assign a role to your adminYou can designate a specific role for your administrator by scrolling further down the page. Learn more about each admin role here.  Once you have confirmed your administrator's details, be sure to click the bl

Step 1: Navigate to 'Online Actions'From your 'Main Menu', click on 'Online Actions' under the 'Engagement' tile. Step 2: Click to create a new pageA new tab should open, taking you to the 'Pages' section in 'Online Actions'. Click to expand the 'Create New Page' list and select 'Unsubscribe' from the dropdown.  Step 3: Customize your Unsubscribe PageComplete the form and follow through each step of the builder to create your Unsubscribe Page.Note: You can preview your page at any time during this process by clicking the 'Preview' button near the bottom of the page: Step 3: Save or publish your pageIf you need to save a draft to come back to and work on later, click the 'Save' button near the bottom of the page. If you are ready to set your page live, click the 'Publish' button on Step 4: Confirmation of the builder! Not quite what you were searching for?Navigate back to the Online Actions Resource Index.How do I create a custom unsubscribe page? | How does create a custom unsubscribe

Hi, I need to remove some images from the content library but seem to only be able to edit the images themselves, adding filters, etc. I need to DELETE them or RENAME them “do not use.”Thanks for your brains,Jacki

I created a volunteer form through Online Actions for people to request a service from us. I can see on my end that it is set up to send a copy of the confirmation email to two of our staff members, but after attempting multiple tests, it seems like the confirmation goes through to the client but not to us.

Hello everyone! We have psychiatry services and would like to improve our process for tracking medications in Apricot. Does anyone currently do this and have a good process for it in Apricot. If so I would love to chat!

Is anyone else experiencing issues with copying Tier 2 records from one Tier 1 document folder to another Tier 1 document folder? For example, copying an Activity record from one client’s Individual Profile to another client’s Individual Profile?I haven’t been able to utilize this function for 2 weeks or so. I submitted a support request to Apricot and they labeled it as a “Product Defect” with no workaround at this time, and that it  may be addressed or resolved in a future product update - so no clear solution timeline at the moment.Just curious if anyone else is experiencing this issue!

Seeking peer insights on implementing Apricot Connect within a healthcare service environmentHi everyone,Our organization is currently in the early planning stages of exploring how to best implement Apricot Connect across our various service departments. We are particularly interested in how this module might support our nursing department's specific workflows and reporting requirements.Because we are just beginning to evaluate the feasibility of this transition, we would greatly appreciate any guidance from those who have already integrated the tool into their daily healthcare operations. If your organization is currently utilizing Apricot Connect, could you please share your experience? Which features have proven most effective for your clinical or nursing staff?Are there any particular best practices or configuration tips you would recommend to ensure a smooth rollout?Have you encountered any significant hurdles or limitations while using the module in a medical context?Any advice,

We went live with Apricot last week and, overall, things have been going well. This morning, however, we received reports from staff across multiple programs that Apricot was extremely slow, including delays opening records, loading forms, and saving data.For other Apricot customers, is this something you occasionally see, or would you consider this outside normal performance expectations?At the same time, we've had trouble reaching support. The in-app support tool gets stuck on "Connecting you to live agent...", the support request form returns a "Submission failed, please try again later" error, and the Help/Support icon appears in Chrome but not Microsoft Edge.Curious whether others experienced similar performance issues this morning, how regular they are or have run into similar challenges contacting Apricot support.

Hello, I am new here so sorry if I am asking a question that has already been addressed. Is there a way to hide inactive users so they will not show up with running reports or in an active list? When running reports I noticed that the filters for users shows all users (old, new, active, inactive...) and we have to scroll through all the names to select the ones we want. Is there a button we can click to hide a user from the lists and reports so that they will not show up? If not, is this something that can be done. It is just annoying to see like 100 names when we only have about 20 active. TIA

Hi Bonterra Community,Does anyone work with foster care programs?If so, how do you manage references for families who are fostering children when the references come from outside agencies, such as schools? Do you collect and maintain this information in Apricot?Any insights or examples of how your organization handles this would be greatly appreciated.Thank you!Umema

OverviewBonterra Que is an AI platform built directly into Apricot to help your team spend less time on administrative work and more time creating impact with the people you serve.Que works through a growing library of skills — each one designed to assist with a specific part of the case management workflow and embedded in the places you already work in Apricot. Que skills in ApricotQue is always improving, and more skills will be arriving in Apricot soon. This section will be updated as new Que skills become available. Currently available in beta:Participant Snapshot — Generates a quick AI summary of a participant’s recent activity so staff can get up to speed before any interaction, handoff, or coverage situation. Available in beta for U.S.-based Apricot users. What is Participant Snapshot? (Bonterra Que) Note Capture — Converts spoken or written field notes into structured text mapped directly into the right fields in your form, so documentation happens in the moment.Available in

Hi! I’m troubleshooting an email deliverability question and noticed something weird about the results for my DKIM record. We setup DKIM in 2020 and haven’t changed it since then. But when I went to Targeted Email and clicked Settings, it said my DKIM record has 2 records missing and my DMARC is not passing the check. I checked the CNAME record for my DKIM and it contains this plus the key:ngpweb3._domainkey.raiseheck.comHowever, the Targeted Email Settings says I should have instead:ea1.ea.custdkim.bonterratech.comea2.ea.custdkim.bonterratech.comThere are two maybe conflicting help files that give different instructions for DKIM for EveryAction:This one says ea1 and ea2How do I set up email authentication for my domain? | Bonterra Central CommunityThis one says ngpweb3Troubleshooting: SPF/DKIM setupsWhich is correct? Did something change, and if so, when? Did I miss a notification about changing my CNAME records?  

OverviewNote Capture is a Que skill now available in open beta. For an overview of Que, how it works, and available skills, see Understanding Bonterra Que in Apricot.Note Capture is available in Apricot Mobile, a dedicated app for iPhone and Android designed for field-based work. After an interaction with a participant, you can speak your notes directly in the app. Note Capture transcribes your input and maps it into the right fields in your Apricot form — so documentation happens in the moment, not hours later at a desk.Note Capture is available to U.S.-based Apricot organizations in open beta. Download Apricot Mobile from the App Store (iPhone) or or Google Play (Android) by searching ‘Apricot Mobile.’Important: Note Capture works inside existing participant records only. It is not currently available when creating a brand-new participant record from the home screen. What does Note Capture do?When you use Note Capture, you speak or type a note describing your interaction with a parti

Are there still onboarding/training videos available to help new users get up to speed using Every Action? I can’t find anything except articles and remember that I’ve seen videos in the past.

I did not get approved because I need one of these - Canceled Check Image, Bank Letter or a completed bank Deposit Slip. I do not use checks or deposit slip.  What does the letter need to say?  Does a bank statement work?

We have several board members who have moved on but are still getting emails from network for good when a donors’ monthly payment lapses. I know exactly who it is, as the noreply@networkforgood.com had them all CC’d on the email. They are all already listed as diabled in my network for good portal account, but not all of them were even registered in there, which is weird? Where else do I need to check for this? How can we make sure they don’t get these notifications anymore?Is this something we can fix? Can we do something else?Thanks!

Currently a user can be assigned only one user profile. This forces adding another user profile each time a different combination of access rights is needed for a different organizational role. This is very important when volunteers fill many roles that will shift in responsibilities over time.The ability to assign multiple user profiles would make it possible to define a limited number of sets of rights that can be layered to assemble a wide range of combination of access rights needed to address a range of organizational roles.Without this, each time a user needs access to a different part of EA than others who have similar but not identical responsibilities requires creating a new profile that’s close to the same access as an existing profile but with one or two additional items checked or removed for that one person. Over time, this gets uglier and uglier and creates undue risk that a user will be granted rights they shouldn’t have in order to grant rights they need.

My question is somewhat related to this discussion post about how the system treats records with duplicate emails.We sent a Targeted Email to our full list yesterday, excluding our manual Suppression list. I now want to send that same Targeted Email, only to those emails that didn’t receive the first one.I’m trying to figure out how to accurately pull a list that won’t send folks duplicate emails.For records A and B with the same email address x@gmail, record B was in our Suppression list. Record A, however, still received the email. My initial strategy is to Create a List and remove any records that received yesterday’s email. When I Create a List and remove any contacts that received yesterday’s email, record B is included in that List. So I assume using this list would mean x@gmail gets the email again, since my search relied on whether a record received an email, not whether an email address received an email. Are there any ways that I can re-send this email to our Suppression list