Apricot Community

Hey there Apricot friends!! I’m starting to plan our Coaching Events for next year, and I would love them to be relevant with what you deal with every day. Please share in the thread the topic areas you would like to dive into next year or if you have other topics in mind 😄  Thanks all!

The wait is over — Apricot Mobile is officially in Open Beta and available on iPhone and Android today!Type it or say it — Apricot handles the note-taking. Search participant records, manage your caseload, and capture what matters most, all from your phone.US users: You also get access to Note Capture, powered by Que — speak your session notes in the field and let AI turn them into structured documentation. No more catching up at your desk. Go grab it now — we want your feedback!Download on the App StoreGet it on Google Play Drop your questions, reactions, and feedback in the comments — we’re so excited to hear what you think!

Hi fellow Apricoters!Does anyone use Connect to obtain signatures for consents and other forms? If so, I’d love to hear how you manage situations where multiple participants share the same email address but each need their own forms signed.I’m asking because Connect only allows one unique email address to be associated with an account. In our case, this presents a bit of a challenge, as many of our kiddos are in the care of the state, meaning their caseworkers are their legal guardians. However, caseworkers often have multiple children assigned to them, all of whom need individual consents and forms signed.I’d love to hear how other organizations navigate this situation and what workarounds you may have found.For our organization, regularly disabling or archiving Connect accounts and then reassigning them isn't a feasible option, given the administrative workload involved. This is especially challenging because consents need to be renewed annually.Any ideas, suggestions, or experiences

Good Morning, We woke up this morning to the new Import Interface, thankfully, the legacy interface is still available, but it has generated a great deal of anxiety on the future design of this feature. Needless to say, we are waiting with bated breath for the release notes and webinar. I wanted to pre-emptively emphasize the importance of the legacy Import feature’s functionality and the value it provides administrators. For us, loss of any of those legacy functions would be a huge negative impact to our maintenance operations. We need the import feature to continue to: Allow us to maintain static specs - we perform daily imports across a number of Apricot sites - we need to be able to quickly generate a specs document to our partners It helps to know field IDs, validation and data requirements when generating a spec - it is very easy to get this information when generating specs in the legacy interface.  We need to be able to revert imports if there were issues/errors.  It is very he

We are using Apricot.  We created a survey, published it and created a hyperlink to it for our clients to complete it on their phone or other device.  It works fine on iPhones.  But on Android phones, and some ipads, when users get to the end of the survey, the ‘Submit’ button is either partially or completely hidden below the users visible screen, so they cannot submit it.  Any advice?  is this a known problem?  Thank you 

I’m wondering if anyone has experience using Smart List fields versus linking forms and could share some insights!We currently maintain a master list of schools that participants can enroll in. To track enrollment, we use a linking field on a Tier 2 form under each participant’s profile called “Education Outcomes.” This form links to a separate Tier 1 form called “Schools,” which essentially serves as a profile for each school participants can enroll in.I’m working on building a new system, and it seems like using a Smart List field that pulls from the Name field on the “Schools” Tier 1 form might be a simpler approach.Is there any reason to keep the current setup as a linking field rather than switching to a Smart List? The only real reason to keep it as a linking field that I can come up with is if we might need to pull additional information from the “Schools” form for reporting purposes, which could make maintaining the link more useful.I’d love to hear from anyone who has experien

When an applicant is done filling out the form and try to submit, they get an error that reads: Uh Oh. There was a problem. We weren't able to save your intake information, but here is a REQUEST ID “XXXXXXXX” for your records. Please try again later.Initial investigation suggested an issue with the duplicate checks. They hadn’t changed in years u using the form. I tried to change them anyway with no different result. 

We’ve added Que Manager to Apricot, a new page where administrators can control how their team uses Que, from turning skills on or off to keeping an eye on credits.✨Participant Snapshot and Note Capture have been free to try during the beta, which ended on October 15. 📣 Organizations that haven’t purchased Que move to a Free plan with 50 credits per user each month. Organizations that have already purchased Que keep full access to all available skills, as long as their administrators have Que turned on.Early Intervention Signals is fully accessible (no credit-limited usage) to all customers (whether they have paid for Que or not) for the time being, as it is still in beta. Data Integrity Review is in beta, but is only accessible for customers who purchase Apricot QueAs more of you start using Que in Apricot, we kept hearing the same question from administrators: “How do I control who can use it?” 💡 Que Manager is our answer. It puts site-wide control, skill access, and credit usage i

Dealing with duplicates is a never ending battle. That said, my colleagues and I are wondering what are the different ways individuals and organizations deal with duplicates. What are some examples of either policies or procedures for dealing with duplicates? What are the processes for identifying and responding to duplicates that have proven most effective?

Hi folks! A big thank you to ​@Naomi Katz  and ​@Bethany Balady for suggesting these spaces!! We’ve launched three new groups for Apricot users who share similar work and similar challenges: 🌆 Apricot in Greater Philly/Delaware: Who’s in the same area? Share what’s working locally and ask about regional reporting and partner needs 💜 Apricot for Domestic Violence/Sexual Assault Service Providers: How do you protect client privacy in Apricot? Trade tips on programs, safety planning, service tracking, and funder reporting.📊 Apricot for HMIS: How are you using HMIS? Ask it here and see how peers handle it. If you find the group that fits your work, join in, and say hello! Introduce yourself, ask your first question, or share a win from your latest campaign or appeal. See you there 👋  What are groups?Groups are smaller communities within Bonterra Central where you can start discussions, reply to peers, and even plan a meet-up together. They’re a great way to network and get more out of

PHP - updates vulnerabilties for Apricot and Social Solutions

It's been 2 weeks since Note Capture has officially launched with Apricot Mobile — it’s now in open beta!It's the first Que skill in Apricot Mobile, a new app for iPhone and Android built for case managers and outreach workers who spend most of their day in the field. Speak your notes after an interaction, and Que structures them and maps the content directly into your form fields — so details stay accurate and documentation doesn't pile up.  The open beta is available now for U.S.-based organizations, with the app on the App Store and Google Play.Check out the full overview in the help center to see how it works and what to expect.👉 What is Apricot Mobile and Note Capture? Does this solve a documentation challenge your team runs into? Let us know what you think!

Has anyone used the append only text box field type? We are considering using it for one of our goal forms to record progress towards accomplishing a goal instead of using a linked progress notes form.If you use this field type…How are you using it? Have you discovered any challenges or limitations we should be aware of?

⏱️ We’re changing how large Native Reports run in Apricot, so administrators and reporting users can get big reports and exports without hitting the two-minute browser timeout.Many of you told us the same story. A large report spins, times out, and you narrow the date range, retry, or split it into smaller reports. Some of you also told us about export failures and runs that quietly stopped. We heard you, and we built a better way. What’s changing 🔄Administrators can now turn on background processing for individual Native Reports. When someone runs or exports one of those reports, Apricot processes it in the background. You can leave the page and keep working. Who it affects 👥Apricot administrators who set up Native Reports, and anyone who runs or exports them. It’s available on all instance types. Reports that an administrator doesn’t turn on keep running exactly as they do today. What it means for you ✨ ✅ Large reports and exports finish instead of timing out 📊 You can see each

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

On October 1st, we're making a change to how your community is organized to make life a little easier!Your two existing forums are merging into one: the Apricot Community. Every post and conversation from both forums is moving over, so nothing you've contributed will be lost.The goal is to build one place for all your questions, discussions, and peer conversations, so it's easier to find what you need and connect with the people who get what you do.What's coming after that:We're also building out dedicated groups for specific industries and regions — think higher education, healthcare, animal welfare, and city-specific groups like NYC and Twin Cities — so you can connect with peers who understand your work and your environment.We'll share more details on groups as they roll out. In the meantime, we'd love to hear what industries or locations you'd like to see? Let us know in the comments!

Hi,I’m reaching out for assistance with my Apricot account. I’m able to log in successfully, but once I’m logged in, there is nothing available for me to view or access.Could you please help me determine why I’m not seeing anything in my account or let me know if there is something that needs to be updated with my access or permissions?Please let me know if you need any additional information from me to look into this.Thank you for your help!Nicole Eakright

I am having trouble  bringing up beds to put people in a bed in our shelter.

The Support Tickets link in the top navigation bar of Bonterra Central has been updated!Clicking it now takes you directly to your support ticketing system, where you can log in and manage your cases — saving you time and keeping everything right where you need it. This is part of our ongoing work to make Bonterra Central your one-stop shop for all things Bonterra.More updates are on the way, and we want to hear from you as we build. What would make Bonterra Central even more useful for your team? Drop it in the comments below! 👇

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?

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!

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.