Product Updates

🎯 Who it's for: Deed admins managing Impact Measurement goalsWe shipped several improvements to Impact Measurement that make it easier to track progress and manage your goals:Goals now calculate automatically - a new goal used to sit at zero until someone manually linked deeds to it. Goals are now live the moment you create them and will calculate progress from any existing deeds already using the same impact indicator. Narrowing to specific deeds is still an option, but it's no longer a requirement. Setup is now one section at a time - the goal creation form now reshapes around what you've selected: targets show their unit inline, timeline includes presets with computed duration, and the unit picker is searchable. Linking deeds is explicit — the goal name and indicators sit at the top of the modal so you always know what you're linking toward. A live count shows exactly how many deeds you're committing. Deed names on goals are now clickable — from any goals screen, deed names link directly to that deed in a new tab.   ✨ Why This MattersFor CSR program managers, accurate impact data is often what gets shared with leadership, included in ESG reports, and used to justify program investment. A goal setup experience that requires less manual linking and provides clearer feedback means your data is more likely to be complete and trustworthy from day one.

🎯 Who it's for: Deed admins using Impact AIBulk nonprofit additions to campaigns — share a list of nonprofits with Impact AI and have them added to a campaign without manually linking each one. The assistant handles routing between campaigns and fundraisers end to end. Taglines that always fit — the assistant now reads campaign character limits before writing and self-corrects if needed, so taglines are always ready to save.  ✨ Why This MattersWhen you're building a campaign around a disaster response or giving season push, speed matters. Bulk additions and auto-fitting copy reduce the back-and-forth that slows launches down.

🎯 Who it's for: Deed admins and employees participating in nominations Government entities are now eligible for volunteering nominations — employees can nominate government organizations for volunteer engagement, with the right outreach flow automatically applied. Nonprofits can approve affiliations they previously declined — giving nonprofits the flexibility to revisit and approve a company affiliation without going through support. Nominations page now has search and filters — find nominations by status, entity type, or company quickly, without scrolling the full list. Website is now required on the nomination form — ensuring every nomination arrives with the information needed to verify it quickly.  ✨ Why This MattersGovernment-affiliated volunteer sites — parks departments, public libraries, emergency management agencies — are some of the most accessible service opportunities in many communities. Opening nominations to these entities meaningfully expands where your employees can volunteer.

🎯 Who it's for: Deed admins and nonprofit organizers This cycle brought a broad set of quality-of-life updates across organizer admin: Cleaner data management — duplicate employee prevention blocks split records at creation; email search now matches exactly; bulk attendee upload accepts Employee ID or email. Better reporting — a date range filter on Manage Deeds applies to results, counts, and CSV exports; the Organizations page now exports to CSV with your active search and sort applied. Smoother deed creation — error validation now points to the specific field that needs attention; past deeds support In-Person, Virtual, and Hybrid attendance types; image uploads show recommended dimensions at the point of upload. Smarter notifications — approval emails go to the original submitter only; volunteer hour rejection presets let admins select from predefined reasons rather than typing from scratch. A few fixes worth noting — pagination is no longer blocked by the chat launcher; automatic HRIS organizer sync is now available via flat-file SFTP feed.  ✨ Why This MattersTogether, these updates add up to a significantly smoother day for the people running your program — less time chasing errors, cleaner data, and fewer workarounds.

🧭 DAF and QCD donations: Record gifts the way they arrive📅 Release date: Oct. 14, 2026 | 🧩 Product: Network for Good (Donor Management) | ✨ Type: New feature | 👥 Audience: Admins and development staff who record offline gifts🆕 What's new Network for Good now has payment methods for gifts that arrive from donor-advised funds (DAFs) and IRAs, so you can record them accurately without notes or soft credit workarounds. 💳 Two new options in the Donation Payment Method dropdown: Donor-Advised Fund (DAF) Distribution and Qualified Charitable Distribution (QCD). 🏛️ An optional custodian field, DAF Custodian or IRA Custodian, where you can pick an organization or create a new one. 🧑 The individual stays the donor on the gift. The custodian is recorded alongside it. 📊 DAF and QCD gifts appear with the custodian on the Giving list and contact profiles, in contact filters, and on year-end statements, where they're labeled and left out of the tax-deductible total. 🚫 What's not included Donors can't give from their donor-advised fund on your donation page yet. These payment methods are for gifts you record after a check arrives. IRS-specific QCD acknowledgment language and QCD education content aren't part of this release.👥 Who is affected All Network for Good customers who record DAF or QCD gifts.✅ Action required No action is required. The options are available now. Use them the next time you record a DAF or QCD gift.📚 Learn more 

🆕 What’s newAsync Reporting runs large native reports in the background, so they no longer fail at the two-minute browser limit. You can leave the page while a report runs, and Apricot notifies you when it’s ready. ⚙️ Turn on async processing for each report with a toggle in Report Properties. 📊 Watch each run move through its status (queued, running, completed, or failed) on the report page. 🔔 Get an in-app notification when a report or export is ready, or if it fails. Reports with multiple sections send a single completion notification. Administrators choose which notification channels are used. 🔒 Download async exports through a secure Apricot link tied to the requesting user and organization. Links can’t be shared, and exports are available for 48 hours. Reports run with your own access permissions, so you see the same data as when you run the report normally.🔑 Availability and action requiredAsync Reporting is available to all Apricot customers using Native Reporting, on all instance types. It’s off by default, and reports you don’t switch on keep running as they do today. No action is required, but consider turning it on for reports that often time out, such as those with broad date ranges, high record volume, many linked forms, or large exports.⚠️ Good to know 🔄 Changing global filters doesn’t run the report automatically. Click Refresh to start a run. ⏳ Background runs have a 15-minute maximum and aren’t retried automatically. If a run fails, you’ll be notified and can run it again. 📅 Exports expire after 48 hours. Re-run the export to get a new file. 📰 Async reports can’t be used in Bulletins. They don’t appear in the Bulletin report dropdown. If you switch a report that’s already in a Bulletin to async, you’ll need to choose a different report before you can save the Bulletin. Check your Bulletins before you enable async. 🖨️ Print Mode for async reports needs a saved run. If there isn’t one, you’ll be prompted to run the report first. Switching programs can clear the saved run. ✏️ Async applies to running and exporting reports, not to edit mode. 📚 Learn more 📘 Understanding Background Processing for Native Reports

🧭 Que Manager: Manage Bonterra Que for Your Organization 📅 Release date: October 15, 2026 | 🧩 Product: Apricot | ✨ Type: New feature | 👥 Audience: Apricot Administrators (United States)🆕 What’s newQue Manager is a new admin page that gives Administrators complete control over how Que operates across your organization. To open it, select Que in the left navigation menu. Administrators can:🔌 Turn Que on or off for the entire site with the Que for this site toggle. When it’s off, every skill is disabled for every user and no credits are consumed. 🎛️ Enable or disable each skill independently with its own toggle. 👀 View every user’s access level (Standard or Administrator) and remaining credit balance, and search by name or username or filter by access type. 🚀 Select Unlock Que Intelligence to schedule a meeting with an Account Executive.🪙 About credits and plansThe Que beta, when full access to Participant Snapshot and Note Capture was free, ends on October 15, 2026.✅ Organizations that have already purchased Que keep full access to all available Que skills, as long as their Administrators have Que turned on for their users. 🆓 Organizations that haven’t purchased Que move to the Free plan. Each user receives 50 Que credits per month. Participant Snapshot uses 5 credits, and Note Capture uses 3 credits.Credits are per user, not a shared pool, and reset automatically at the start of each billing month. Participant Snapshot and Note Capture are available on all plans.👥 Who is affectedOnly Administrators can view and manage Que Manager. Standard users can use enabled Que skills. On the Free plan, they use credits when they do.✅ Action requiredNo action is required. Que Manager is automatically available to Administrators. If you’d rather not use Que, turn off the Que for this site toggle in Que Manager.📚 Learn more📘 Que Manager: Admin Guide  🧭 Understanding Que Manager in Apricot  🪙 How do Que credits work in Apricot? 🔔 Early Intervention Signals: Open Beta 📅 Release date: October 15, 2026 (Open Beta) | 🧩 Product: Apricot | ✨ Type: New feature | 👥 Audience: Apricot Administrators on Que Intelligence🆕 What’s newEarly Intervention Signals is a Que skill that proactively surfaces changes in participant data, so your team stops digging through records and starts getting ahead of them. Administrators configure what Que should watch for, and the skill runs nightly, delivers results to the doc folder, and sends alerts to the right people.🎯 Create up to 3 signals per site during beta, each anchored to a Tier 1 form. 🟠🟢 Add up to 5 risk factors (orange cards) and 5 protective factors (green cards) per signal, each with a criteria description you write. 🧪 Test a factor on a single participant before activating, set up in-app or email notifications bundled in a daily digest, and activate when ready.🔑 Availability and action requiredWhile Early Intervention Signals is in beta, it’s open to all Apricot customers, with no credit-limited usage. Once Bonterra has enabled the feature for your site, find it under Workflow Station, Rules & Alerts, Signals. No action is required for existing users. Nothing is visible to standard users until an administrator activates a signal.📚 Learn more🔔 Understanding Early Intervention Signals in Apricot 🧹 Data Integrity: Duplicate Detection  📅 Release date: October 2026 | 🧩 Product: Apricot | ✨ Type: New feature | 👥 Audience: Apricot Administrators on Que Intelligence🆕 What’s newData Integrity Review is a Que skill that scans enabled forms every night, flags likely duplicate record pairs, and routes each to an administrator to merge or dismiss before reporting cycles.📝 Choose which forms to scan in the Duplicate Detection table (forms need at least one Duplicate Check field and 50,000 or fewer active records). 🔍 Review flagged pairs by confidence level (High, Medium, or Low) with a short Que rationale, then merge or mark as not duplicates. ↩️ Undo a merge for up to 30 days.🔑 Availability and action requiredData Integrity Review is in beta and is available only to customers who purchase Apricot Que. You’ll find it in Record Manager under the Apricot Administrator tab. No action is required. Nothing changes until an administrator enrolls a form, and Que never changes records on its own.📚 Learn more🧹 Understanding Data Integrity in Apricot 

🚀 Build a Welcome Series in Minutes with the Workflow Automations Skill in QueQue, your EveryAction assistant, can now help you build a Workflow Automation, starting with a welcome series. Previously, creating an automation meant starting from a blank canvas and adding each step yourself in the workflow builder, and many organizations never built one at all.Ask Que to “help me build a welcome series automation,” or just describe a goal, like “help me welcome new donors.” Que drafts the full automation for you, including the saved search that decides who enters, the emails, and the wait times between them. It then walks you through reviewing each piece, and you save and attach each one to the workflow as you go. A best practice welcome series will be a 5-email sequence over 18 days that welcomes new donors, builds engagement, and leads to a sustaining donor ask. This is available to EveryAction users with Que, with no additional setup.A welcome series is one of the simplest ways to make every new supporter feel noticed, and now you can have one up and running without needing to know your way around the workflow builder.🎯 Describe the Automation You Want and Get a Draft to Start FromYou aren’t limited to welcome series. Tell Que what you’re trying to accomplish, such as moving one-time donors toward monthly giving, and it drafts the automation structure for you, including decision paths where they make sense.Que can fill in saved searches, emails, wait steps, and decision steps for you. For steps it can’t populate yet, such as assigning staff for follow-up, Que lets you know, and you can select View in workflow builder to finish them in the workflow builder. You can edit your automation there at any time.Even if you already have a welcome series, you can skip the blank page and spend your time on the message instead of the mechanics.Help Articles  

🎯 Set Different Minimums for One-Time vs. Recurring GiftsPremiums now support separate minimum gift amounts for one-time and recurring donations, so donors see the right threshold based on how they're giving.What's new: Set a one-time minimum and a recurring minimum independently on the same premium.Setup: Set both minimums when linking the premium to a form from the Premium Details page, or directly on the form in Online Actions, where this has traditionally been configured.Who benefits: Organizations running pledge drives or recurring-giving campaigns can offer accurate, giving-type-specific thresholds instead of one blanket minimum. 👕 Offer Premiums in Multiple VariantsPremiums can now include a single variant category — like size — without creating a separate premium item for every option.What's new: Add one variant category (e.g., Size) to a premium, with its own SKU and Available/Sold Out/Backordered status tracked per option.Setup: Add variant options directly on the Premium Details page when setting up or editing a premium.Who benefits: Organizations offering apparel or similar gifts can manage one premium instead of duplicating it per size, and fulfillment teams get accurate per-option tracking to match against their inventory. 🎁 Add a Bonus Gift for Qualifying DonorsAny existing premium can now be designated as a "bonus gift" that qualifying donors can opt into, in addition to their standard premium.What's new: Mark a premium as the bonus gift on a specific form — it overrides the minimum gift requirement for that premium on that form only, and donors see it as a separate, opt-in checkbox they can select alongside their standard premium (unchecked by default). The same premium can be a standard premium on one form and a bonus gift on another. CRM users can also manually add a second premium to a donation.Setup: Designate the bonus gift when configuring the premium on a form.Who benefits: Organizations running promotional pledge-drive incentives can layer in an extra gift without building a separate donor-facing selection flow. ⚡ Link a Premium to Multiple Forms at OnceStaff can now add and remove premiums across multiple forms across multiple forms at once, instead of configuring each form individually.What's new: Link or unlink a premium across multiple forms at onceand update a premium's name and description in one place (with per-form overrides still available).Setup: Use the Linked Forms section on the redesigned Premium Details page.Who benefits: Organizations managing premiums across many forms — especially during pledge drive season — save significant setup time. Help Articles 

 Release Notes | Week of September 21 | Apricot 8.63.1 OverviewThis release adds a new multi-file upload field to Apricot's Form Designer, giving teams a cleaner way to collect multiple documents in one place. It's designed to simplify document-heavy workflows for both staff and clients. EnhancementsForm fields | Multi-file uploadForm builders and administrators can now add a dedicated multi-file upload field to Apricot forms. Instead of stacking multiple single-file fields, users can upload and manage up to 25 files — with a maximum size of 500 MB per file — all within a single field.You configure the field directly in the Form Designer. Upload progress and status indicators keep users informed throughout the process, reducing confusion and follow-up. The field is also built to support keyboard navigation and screen readers, so all users can complete uploads with confidence.  Note: Existing single-file fields remain compatible and won't automatically convert to the new field type.

🎁 Honor or Remember Someone with Tribute Gifts on Smart FormsEveryAction Smart Forms now support Tribute Gifts, allowing donors to give in honor or memory of someone directly on their donation form. Previously, tribute giving functionality was not available on Smart Forms, making it a blocker for organizations trying to migrate from Custom Contribution forms.Donors will see a tribute giving option during checkout where they can indicate whether a gift is in honor or in memory of someone. This feature is available automatically to any user with the "Create And Edit Tribute Gifts" security feature with no additional configuration required.Organizations that relied on Custom Contribution forms specifically for tribute giving can now take full advantage of Smart Forms without sacrificing this capability.💼 Unlock Employer Gift Matching with Double the Donation on Smart FormsEveryAction Smart Forms now support Double the Donation, enabling organizations to surface workplace gift matching directly on their donation forms. Previously, this integration was only available on Custom Contribution forms and had become one of the most commonly cited blockers to Smart Form adoption.When enabled, donors can search for their employer on the form to check eligibility for a matching gift program. If eligible, they're guided through the steps to complete the match after making their donation. Organizations with an existing Double the Donation account can activate this on any Smart Form through their Online Actions settings.This brings Smart Forms to parity with Custom Contribution forms for workplace giving, removing a key friction point for organizations looking to modernize their donation experience.Help Articles 

🎨 Network for Good's color palette is now accessible ➡️Network for Good's colors have been updated to meet accessibility standards, so text, buttons, and interactive elements are reliably readable for all users, including those with low vision or color-perception differences. This is a color-only update: no features, data, or workflows have changed.What's New Accent colors are standardized to a consistent deep blue across navigation, primary buttons, interactive text links, and page header icons, replacing the previous mix of orange and teal/dark-blue variations Secondary buttons now use a neutral border and dark text; tertiary/text buttons use blue instead of orange Danger and error states (buttons, borders, form help text) move from orange to red for clearer contrast Info and Danger alerts and badges, including Active Donor and Volunteer status badges, now use the updated blue/red palette Form inputs, checkboxes, radios, and toggles reflect the new active/focus colors Sub-navigation icons have been removed from the sidebar Donor-facing giving pages are included; functionally identical, colors only No changes have been made to any Network for Good functionality, data, settings, or workflows. Page layout and navigation structure are unchanged. This update applies automatically for all customers; there's nothing to configure or turn on.

✨ Smart Giving Forms just launched in Network for Good ➡ Que's Smart Giving Form creation skill now builds live, functional donation forms — not just draft copy. This feature is available only with Bonterra Payments. In a single chat, you can generate a complete Smart Giving Form with headline, mission copy, goal, progress bar, header image, and personalized gift levels, then preview, refine, and publish (or embed) the same day.What's New Smart Giving Forms are now a new campaign type in Add Campaign alongside Everyday Giving, Peer-to-Peer, and Event campaigns Que now generates a live Smart Giving Form preview that updates in real time as you chat — no need to switch between chat and an editor Forms include a goal amount with a live progress bar showing donations and percent-to-goal, built in Personalized suggested donation amounts automatically surface based on donor history to improve conversion One-time and monthly giving toggles are added to every form, giving donors flexible options Forms can be published as standalone giving pages or embedded directly on your website You can start a Smart Giving Form two ways: from My Campaigns → Add Campaign → Smart Giving Forms, or by opening Ask Que and describing your campaign Smart Giving Forms require Bonterra Payments to be connected in order to view the form and accept donationsNo changes have been made to the existing Que chat experience or your current giving page workflows. Everyday Giving, Peer-to-Peer, and Event campaigns work exactly as before. Smart Giving Forms are an additional, faster way to build and launch a giving page.Help Articles 

 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 record.Apricot Mobile can be downloaded by searching "Apricot Mobile" in the App Store (iOS) or Google Play (Android).What admins need to do: Before staff can use the app, admins must enable forms for mobile in Apricot desktop. Navigate to a form, open Form Properties (gear icon), and check Visible in Mobile. Repeat for each form you want available on mobile. Staff must log out and back in to the app after forms are enabled. Note Capture (open beta) | Voice-to-text documentation in the fieldNote Capture is a Bonterra Que skill available inside Apricot Mobile. After an interaction with a participant, staff can record a voice note describing what happened. Que transcribes the note and suggests how it maps to the fields on the selected form. Staff review every suggestion before saving.Note Capture is available inside existing participant records only. It is available to U.S.-based organizations during the open beta. The Apricot Mobile app itself is available globally, but Note Capture and other Que skills are currently limited to U.S.-based organizations. Resources What is Apricot Mobile and Note Capture? (Bonterra Que) How do I enable forms for Apricot Mobile? (Bonterra Que) How do I use Note Capture in Apricot Mobile? (Bonterra Que) Apricot Mobile (open beta): FAQs and known limitations Understanding Bonterra Que in Apricot

🔄 A Redesigned Bulk Upload Experience for EveryActionBulk uploading contacts just got a whole lot better. The redesigned bulk upload workflow in EveryAction is faster, cleaner, and built around how you actually work, so you can spend less time wrestling with your data and more time putting it to use.Getting started is effortless: simply drag and drop your file onto the upload area and you're off. The new interface guides you through each step with a clear, modern layout, and the default is already set to "load new and update contacts" so you're not reconfiguring the same settings every time. Your existing mapping templates work exactly as before, no rebuilding anything from scratch.The biggest upgrade? Error handling before your upload completes. You'll now see and fix issues before they ever touch your data, something EveryAction users have been asking for for a long time. And if you love the new experience (we think you will), you can leave feedback right at the end of the flow.Best of all, this is an opt-in preview, try it out from the banner inside your existing bulk upload flow, and switch back anytime. This is just Phase 1, with more exciting improvements on the way.Help Articles 

🔍 Que Data Management: Smarter Duplicate Detection for Cleaner Contact RecordsKeeping a clean contact database is one of the most time-consuming parts of nonprofit operations, but it doesn't have to be. Bonterra has introduced a new Duplicate Management skill in EveryAction's Que that automatically detects potential duplicate contact records, surfaces them in a clear, easy-to-use interface, and empowers your team to resolve them quickly, all without writing a single search query.A nightly detection model runs in the background, scores every potential duplicate pair in your database by confidence level (High, Medium, or Low), and feeds those results into a dedicated Duplicate Management page in EveryAction. From there, you can review pairs side by side and either merge them using the existing merge workflow, now integrated directly into the page, or dismiss pairs that aren't actually duplicates. Que will also proactively surface your duplicate count in chat, so you always know the scope of the problem.Every merge is human-initiated and reviewed. No records are changed without your explicit action.This feature is available now to all EveryAction customers with access to Que who have the Merge Duplicates security function.Help Center Resources 

🤝 Donor stewardship just got easier in Network for Good ➡ Que's donor stewardship skill now lives directly inside your donor profiles. Instead of switching to the Que chat window, you can trigger a personalized stewardship analysis right where you're already working. What's New A new Generate Analysis button now appears on individual donor profiles in Network for Good Click it to instantly surface stewardship insights and recommended next steps, like sending a thank-you, scheduling a call, or flagging a donor for follow-up, without ever leaving the record Inline analysis draws on that donor's giving history, engagement recency, and Que's predictive models to make suggestions specific to that supporter No changes have been made to the Que chat experience, all existing stewardship prompts and workflows are still available. This is an additional way to access Que's stewardship guidance, right where you need it most. Help Articles:   

 Release Notes | Week of August 10 | Apricot 8.60.0 OverviewThis release delivers meaningful performance improvements for record editing and native report filters. It also includes fixes for multi-select field validation, an SSO logout issue, and slow loading of the Favorites List in Record Search. Enhancements Performance | Faster form loading and improved report filter controlsForms load faster when editing records, and field calculations and conditional logic render more quickly. Duplicate-check validation requests are now batched and field reload actions are grouped, which reduces unnecessary network calls and speeds up your overall experience. Reports | More control over when native reports runTwo foundational changes improve how native reports run in Apricot.Filter changes no longer auto-run your report. Previously, saving a filter immediately triggered a full report re-run — even if you were making several adjustments. Now, filter changes are deferred until you're ready. You'll see a "Report last run [timestamp]" indicator and an "Apply Filter Changes" button, so you decide exactly when the report re-runs. This reduces unnecessary processing and lowers the risk of timeouts from intermediate filter states.Large report results are also now stored more efficiently behind the scenes. This means the system can handle bigger datasets more reliably. Cached reports load as expected — the improvement is to overall report stability and performance. These changes lay the groundwork for fully asynchronous report processing coming in a future release, which will let you queue a report, step away, and get notified when results are ready. Fixes Record validation | Multi-select field incorrectly flagged as invalidA multi-select field was being flagged as invalid during record save when the Allow Other option was disabled. Multi-select fields now validate correctly across all configurations. Authentication | Users logged out after SSO re-authenticationUsers were being unexpectedly logged out of Apricot immediately after completing re-authentication through single sign-on. Users now remain logged in after re-authenticating as expected. Record search | Slow loading of the favorites listThe Favorites List in Record Search was loading slowly for users with a large number of saved records. The list now loads promptly.

 Release Notes | Week of July 27 | Apricot 8.59.0 OverviewThis release includes improvements to the Imports tool and Data Standards, with cleaner file naming for CSV exports, a more focused form selection experience, and updated non-reportable field labeling. It also includes several targeted fixes for referrals, intake forms, and user role configuration. Enhancements Imports | Consistent CSV export file namingThe success export CSV now uses the same file naming format as the errors and skipped files, making it easier to identify and organize your export files. Exported records also reflect corrected field values rather than the original uploaded values, so what you download matches what was actually imported. Imports | Cleaner form selection experienceSystem forms no longer appear in the form browser when selecting a form for participant data import, keeping the list focused on the forms that are actually available to you. Form IDs now display consistently as "Form ID [ID]" across the form browser, form list, and form details modal. Data standards | Updated non-reportable field labelingThe non-reportable field indicator has been updated for clarity. The checkbox label now reads "Non-reportable" and the field label has been shortened to "NR." There are no changes to how the field works or how it behaves in the API. Fixes Referrals | Create referral button unresponsive in document folderClicking "Create Referral" from within a participant's document folder previously produced no action. The button now correctly opens the referral creation workflow. Intake forms | Required currency field validationRequired currency fields on Intake forms were allowing submission when left at $0.00, causing the submission to fail without displaying an error. Validation now correctly prevents submission and shows an error when a required currency field is empty or set to $0.00. Roles | Programs missing from referral sectionPrograms with Send Referrals and/or Receive Referrals enabled were not appearing in the Referrals section of user roles, making it impossible to configure referral permissions for those programs. All eligible programs now display correctly. Security updatesThis release includes security updates across multiple platform components. These updates are applied automatically and require no action from you or your administrators.

📱 Set Up Mobile Messaging Without Contacting SupportYou can now get set up on mobile messaging directly in EveryAction, no need to contact support or your account executive.Previously, getting a mobile messaging number required submitting a form to Bonterra, who then managed the setup and carrier verification on your behalf. That process averaged 30 days with no visibility into where things stood. Now, you can complete the entire registration yourself in a single guided flow and go from zero to a verified, sending toll-free number in under 10 days.What's newFrom the mobile messaging page in EveryAction, you'll see a guided Begin Setup flow if you don't yet have a number provisioned. Clicking through launches Twilio's compliance form directly inside EveryAction, where you'll enter your business details, EIN, authorized representative information, and opt-in proof. Required compliance messages — opt-in, opt-out, and help keyword responses — are generated during setup and saved automatically to your committee details page.Once submitted, Twilio will review your application within 3–5 business days. You can track your status (Submitted, Pending, Approved, or Rejected) directly in EveryAction, and you'll also receive email updates. If your application is rejected, you'll see Twilio's specific rejection reasons in the UI and can correct and resubmit from the same page. Resubmitting within 7 days of rejection puts you in a priority review queue.Who this applies toThis feature is available to EveryAction customers who have mobile messaging included in their package and have not yet set up a number. Customers already provisioned with a number are unaffected. This flow supports toll-free number registration only — short codes, 10DLC, and number porting are not currently supported via self-service. Contact support for those setups.Before you beginMake sure you have your exact legal business name, business registration number (EIN or CBN), a valid business email, and a compliant opt-in form ready before starting. See [Before You Begin: Mobile Messaging Setup] for the full checklist. Help Center Articles  

🔗 OneCause Event Data Now Syncs Automatically into EveryActionThe OneCause → EveryAction integration is now available, bringing special event fundraising data from OneCause directly into EveryAction through an automated, hourly sync. Previously, organizations using both platforms had to manually export data from OneCause and import it into EveryAction after every event, a time-consuming process that delayed donor follow-up and left event participation data siloed from CRM workflows.Once enabled by your account team, the integration runs in the background every hour with no action required from staff. Contacts, events, event sign-ups, paid contributions, in-kind donations, and fundraising page activity all flow from OneCause into EveryAction automatically. Each synced event generates a source code using the event name, which appears on all related contribution records and is available as a filter and grouping option in Contribution Reports and Financial Batch Manager. Contributions are grouped into daily batches labeled "OneCause Import" for easy identification. Contact matching uses OneCause Supporter ID first, then email address, to link incoming records to existing contacts or create new ones.This means organizations can now move from event execution in OneCause directly into donor follow-up and stewardship in EveryAction without any manual reconciliation in between. Staff can segment contacts by event participation, filter contributions by source code to analyze event revenue, and act on giving activity faster, closing the gap between event day and meaningful engagement.Help Articles 

🎉 Network for Good customers, your grant journey starts here! As Bonterra Network for Good customers join the Bonterra Nonprofit Hub, this post introduces the full suite of grants features available to you and all Nonprofit Hub users. Your Network for Good account gives you access directly — no separate login required. GrantMatchGrantMatch helps you find funding opportunities matched to your organization's mission, geography, programs, and eligibility profile. Instead of searching databases manually, use GrantMatch to surface a prioritized list of grants worth pursuing — and spend your time on the ones that actually fit.Each result includes a match evaluation from Bonterra Que with fit analysis, application considerations, and recommendations to help you decide whether an opportunity is worth pursuing before you invest time in writing. You stay in the driver's seat; Que just gives you more to work with.GrantMatch is available to all Nonprofit Hub users, including all Network for Good customers. Grant AnalysisOnce you've identified a grant worth a closer look, use Que to help assess the opportunity before committing to write. Que pulls together information on your eligibility (a clear signal on whether your organization qualifies), the effort required to apply (an honest look at what the application process will take), and an award profile and fit analysis (how strong a fit your organization is, and whether the time investment makes sense).Nonprofits spend an average of 27+ hours per grant on research, writing, and tracking — and can lose several of those hours before uncovering a disqualifier. Use Grant Analysis to get that picture upfront, so you can make a more informed call about where to focus your energy.Grant Analysis is available for 1 active grant at a time on any Network for Good subscription. Full access across all active grants is available with a Network for Good Intelligence subscription. Proposal WritingWhen you're ready to apply, use Que to get a head start on your proposal. Click "Prepare to Apply" and Que drafts a starting point grounded in the grant's specific requirements and your organization's profile — not a generic template. From there, it's yours to shape: revise any section using preset options or your own instructions, upload past applications to guide the voice and tone, and review the context Que used so you understand exactly what informed each section. You review, refine, and decide what goes out the door.Proposal Writing is available for 1 active grant at a time on any Network for Good subscription. Full access across all active grants is available with a Network for Good Intelligence subscription. Grant ManagementOnce you've selected a grant to pursue, Grant Management gives you a dedicated workspace to track it through the full lifecycle: Researching → Drafting Application → Submitted → Awarded / Not Funded.You can save opportunities discovered through GrantMatch or add grants manually if you've found them elsewhere. Each tracked grant displays application deadlines, requirements, and a direct link to the application — everything in one place, without the spreadsheet.Add internal notes and descriptions to keep your team aligned, attach files (like past applications, impact reports, or program data—which become a voice library and data context for your proposal drafts), and create and assign tasks to team members so everyone can follow the grant's progress together.Grant Management is available to all Nonprofit Hub users, including all Network for Good customers. Help Center ResourcesUnderstanding Grant Discovery and Readiness in the Nonprofit Hub Understanding Grant Management in the Nonprofit Hub

📋 Track Which Script Was Used for Every Contact AttemptNGP VAN now records which script was used during each canvassing or phone banking contact attempt. Previously, there was no direct link between a contact attempt and the script delivered during that interaction, leaving organizations unable to connect outreach activity to specific messaging. That gap is now closed.When a canvasser or phone banker makes a contact attempt in MiniVAN or a VPB with a script active, VAN automatically logs the Script ID on that attempt record. No action is required from staff in the field, it happens in the background. The Contact History Report gains a new Script column, filter, and grouping option, giving data staff and field directors a native reporting surface for script-level analysis.This means organizations can now go beyond tracking whether contact was made to understanding what message was delivered and to whom, enabling script coverage analysis, message type distinctions (GOTV, persuasion, accountability), and script effectiveness evaluation across a target universe.Help Articles  

🔍 Turf Cutting Just Got a Whole Lot Smarter 🔎Field organizers and data directors using EveryAction/NGP VAN can now generate walkable, deployment-ready turfs in minutes, not hours. The improved auto-cutter uses a smarter algorithm that respects real-world geographic boundaries like highways, rivers, rail lines, and parks, so the turfs your canvassers receive actually reflect the streets they'll walk.To generate turfs, simply open the Cut Turf tool, select the new Auto-cut option, and enter your target address count or number of turfs. The system handles the rest, covering your full area with no white space, no uncrossable boundaries, and shapes ready to deploy or refine on the spot.No action is required before launch. The improved auto-cutter is available automatically to all My Voters users in EveryAction/NGP VAN. No provisioning or settings changes are needed.Help Articles 

 Release Notes | Week of July 13 | Apricot 8.58.1 OverviewThis release adds a new sign-in/sign-out workflow to the Registration Grid, giving staff a faster, more accurate way to track attendance. It also includes improvements to form field configuration, import capabilities, and security updates. Enhancements Registration Grid | Sign-in/sign-out for participantsStaff can now capture signatures and track attendance directly from the Registration Grid without leaving the page. When a Tier 2 form includes a signature field configured for sign-in, sign-out, or both, a Sign In / Sign Out button appears at the top of the corresponding date column.  Clicking the button opens a roster of enrolled participants. Select a participant, capture their signature, and the system automatically records the timestamp and logs the witnessing staff member — no manual date or time entry needed. Attendance status updates in real time on the grid, and each signed entry creates a verifiable audit trail for funder, licensing, or internal policy requirements.You can also extend this workflow to participants and parents/guardians signing in at a kiosk during a class session. To learn more, click here.Coming soon: automated date formatting for Canada and Australia, filtering by sign-in/sign-out status, and improved mobile responsiveness. Form fields | Configurable clear selection buttonAdministrators can now control whether the Clear Selection option appears on individual Radio, Masked Radio, User List, and Likert Scale fields. Previously, the button appeared globally whenever it was enabled at the system level.The setting is configured per field in Field Properties and defaults to off. This gives administrators more precise control over how users interact with form data — especially in cases where clearing a selection could compromise data integrity. Imports | Additional state information supportThe Imports tool now supports state additional information fields, so organizations that track supplementary state-level data can include it as part of their import workflow. This reduces the need to manually enter that information after an import is complete. Security updatesThis release includes security updates across several platform components. These updates are applied automatically and require no action from you or your administrators. Fixes Batch records | Gateway timeout error on large record setsCreating a batch record set of 400 or more records previously returned a gateway timeout error on the front end, even though the records were still being created in the background. Large batch operations now complete without displaying a misleading error message. Forms | Checkbox field validation errorA checkbox field incorrectly flagged as invalid when the Allow Other option was not enabled. Checkbox fields now validate correctly across all configurations.