Bonterra News July 2026 | Apricot
July 2026
Welcome to the July edition of Bonterra News!
Read on to learn more about what’s new and what’s coming for our Case Management customers.
What’s new
A better Connect experience — same workflow, new look
Connect has a fresh look, available for opt-in now. The updated interface is cleaner, more accessible, and more secure across the Connect Admin interface, Participant Portal, and intake forms. The way you use Connect stays exactly the same.
Each user type opts in on their own terms:
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Admins can opt in from My Preferences and enable the updated intake form design from Connect > Settings
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Connect users and participants will see a banner on login with the option to try it out
The legacy interface stays available; you can switch back any time by reverting your settings.
Sign-in and sign-out are now built into the Registration Grid
Tracking attendance just got faster for organizations utilizing Registration Grid. The Registration Grid now includes a dedicated sign-in/sign-out view — select a participant, capture their signature, and the system automatically records the timestamp and witnesses the entry.
The view activates automatically when your Tier 2 form has a qualifying signature field. It also supports a kiosk workflow, so participants or parents/guardians can sign in directly without an Apricot login.
See how Sign-In / Sign-Out works
Join the Changemakers' Circle: Our stage. Your spotlight.
You and your organization are doing incredible work - and we'd like to celebrate it!
By joining Bonterra's Changemakers' Circle, you can share your story, spotlight your success, and inspire the broader social good community. As a member, you'll get invitations to participate in advocacy opportunities that fit your schedule - you get to choose how you participate!
Please note that the Changemakers' Circle is only available to Bonterra Apricot customers at this time.
What’s coming
CAN/ANZ: Apricot’s new login experience is coming
Apricot’s new login experience is already live for US customers, and it’s heading to Canada, Australia, and New Zealand this summer.
The new experience replaces the existing Apricot login page with a refreshed, more secure sign-in flow — while keeping everything inside Apricot exactly as it is. You’ll sign in using your Bonterra account, and the first time you log in after the update, you’ll be prompted to verify your email address.
Scheduled rollout dates:
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Canada: August 12
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Australia/New Zealand: August 19
No action is required before the update goes live. When it does, sign in as usual and follow any on-screen prompts.
Apricot Mobile and Note Capture are almost here
Apricot Mobile is a dedicated mobile app coming soon to iPhone and Android — a purpose-built experience for field-based work, separate from the current mobile view of Apricot.
The first skill available in Apricot Mobile will be Note Capture, AI-powered by Bonterra Que. Speak your notes after an interaction and Note Capture converts your voice into structured text, mapped directly into the right fields in your form — so details stay accurate and documentation happens in the moment.
Note Capture will soon be available to U.S.-based Apricot organizations in open beta. Read the article below to learn more about what Note Capture can do for you.
Early Intervention Signals: a new way to spot who needs attention
Early Intervention Signals is an upcoming AI-powered Que skill that flags when a participant may need follow-up — based on risk and protective indicators your admin configures using your program's existing forms and fields. Que evaluates those indicators nightly and surfaces the participants who need attention, so staff start the day knowing who to call first instead of manually sifting through records.
The feature is currently in closed beta. If you're interested in joining or helping shape it, contact em.rattini-reich@bonterratech.com. Otherwise, watch for future emails and in-app announcements to find out when it’s available in open beta.
Events & training: Apricot
Wednesday, August 5 at 1:30pm CT
Apricot Product Updates
This expert-led product release event will provide an updated look at what has changed in Apricot during the past month.
In this session, you will:
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Dive deep into new product releases
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Experience a demo of the applicable changes
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Get your questions answered during an extended Q&A session
The presentation and demonstration portion of our session will last around 20-30 minutes, leaving ample time for you to ask questions and get clarification on any product enhancements we cover.
Wednesday, August 12 at 1:30pm CT
Know Your Tools: A Best Practice Guide to Apricot's Reporting Options and Report Organization
Are you building reports in Apricot without a clear sense of which tool to reach for first — or ending up with a cluttered report list that makes finding anything a chore?
This session cuts through the confusion. You'll leave with a clear framework for choosing the right reporting tool for any situation, and practical strategies for organizing your report library in a way that actually holds up as your team and data grow.
Wednesday, August 19 at 1:30pm CT
Ask the Experts: Clean Data, Stronger Reports
Ask the Experts is a live, interactive Q&A session that brings together Bonterra's Product, Customer Success, and Support experts to answer your questions. You'll get practical advice on data entry best practices, quality cleanup, and how the way data is captured upstream directly shapes the reports you're able to run downstream.
Whether your questions are about preventing duplicate or incomplete records, building team-wide data entry standards, understanding why your reports aren't reflecting what you expect, or figuring out where to start when your data needs cleanup — this panel has you covered.
Important Dates
Upcoming Office Closures
Monday, August 3 - Heritage Day / Civic Day / Simcoe Day ( CA )
Wednesday, August 26 - Women’s Equality Day ( US | CA | AU )
Monday, August 31 - Summer Bank Holiday ( UK )
Monday, September 7 - Labor Day ( US | CA )
Apricot Monthly Maintenance:
Australia
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Friday, July 31, 9:00am - 1:00pm ET
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Friday, September 4, 9:00am - 1:00pm ET
North America
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Monday, August 3, 1:00am - 5:00am ET
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Monday, September 7, 1:00am - 5:00am ET
During this time users may encounter intermittent errors. Users are recommended to try their operation again or wait until the completion of the maintenance window.
Please visit the Bonterra Status Page to view all upcoming scheduled maintenance windows.
Help Center
Contact Support > https://www.bonterratech.com/support
Bonterra Academy > https://www.bonterratech.com/training