Product Updates

✨ 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. 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 No 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.

🏃 EveryAction Is Ready for Election SeasonAs the 2026 election cycle ramps up, we've made targeted performance improvements to two of the most heavily used tools during GOTV operations: the Turf List page and the MiniVAN import pipeline.The Turf List page is used by data staff to manage canvassing turfs. We've optimized how the page queries and paginates data so it stays responsive under peak load.The MiniVAN import pipeline created many small batch jobs per canvasser commit. We've consolidated these into single batches, reducing system load and speeding up how quickly canvassing data flows back into VAN after field staff submit.These improvements are live as of the July 9, 2026 release and require no action from customers or staff. You should simply notice things working better when it matters most.Help Articles  

📊 Que Now Visualizes Your NFG Fundraising Data 📈Que for Network for Good now includes a Data Visualization skill that transforms your fundraising data into inline bar and line charts, no spreadsheets, no manual report-building required. Ask Que a natural-language question about your revenue trends, donor mix, retention rates, or giving patterns, and Que returns a visualization drawn directly from your live NFG data, right in the chat interface.You can track total revenue, average gift, and gifts per donor over time; compare new, retained, and reactivated donors across years; monitor overall, first-year, and repeat retention rates; and benchmark your performance against sector peers. Charts are downloadable as an image or CSV so you can share findings with your team, leadership, or board.NFG Intelligence customers have unlimited access to this skill. Standard NFG Que customers can use Fundraising Analysis within their existing 35 monthly Que credits.Help Center Resources: 

🧩 Smarter Form Discovery in Online Actions with Queand  Rebranded Contribution Forms 🧩Bonterra has made it easier to find and build fundraising forms directly within your Online Actions workflow. Que’s form builder is now accessible inside Online Actions, so you can create a Smart Contribution Form right at the point of action.To make form selection clearer, contribution form types have also been rebranded. The Optimized Contribution Form is now called "Smart Contribution Form," and the classic contribution form is now called "Custom Contribution Form." The Smart Contribution Form is featured prominently in the Create New Form menu with a Recommended label, helping teams quickly identify the option built for higher conversion.These updates are available now for all EveryAction customers with Que enabled. Anyone who has opted out of Que will not see the Que button in Online Actions, but will see the updated contribution form names.Help Center Resources: 

We've shipped a batch of improvements to Que's natural language segmentation! 🎯Que Natural Language Segmentation: Build More Precise Segments with Exclude LogicFinding the right audience often means knowing who to leave out just as much as who to include. Que's natural language segmentation now supports an exclude step, so you can define an audience and then remove a specific portion of it in the same query, no manual list manipulation required.Try prompts like: "Show me people who live in Massachusetts but not those who live in Boston" or "Show me people who gave in the last 5 years but not in the last year."This update is available now for all EveryAction customers with access to Que. Note that queries are currently limited to a single add step and a single exclude step. 📤Que Natural Language Segmentation: New Fields — Email and Saved ListsQue's natural language segmentation now supports two new field categories, giving you more ways to find the right contacts without ever opening Create a List manually.Email filters let you find segments based on email address attributes, whether an address is subscribed or unsubscribed, when it was added, and more. Try: "Show me people who have a subscribed email address who live in Boston."My Saved Lists filters let you query against an existing Saved List and layer additional criteria on top. Try: "Find everyone on my Major Donor Saved List but only show those who live in Boston."Your access to these fields in Que mirrors your existing Create a List permissions, if you can query a field in CAL, you can query it in Que. This update is available now for all EveryAction customers with Que. Help Center Resources:Understanding Donor SegmentationHow do I generate Donor Segments with Create-a-List in Bonterra Que?How do I edit segments in Create a List (CAL) after Bonterra Que?Best Practices & Prompt Guide for Donor Segmentation 

 Release Notes | Week of June 15 | Apricot 8.56.2 OverviewThis release introduces two enhancements that make data collection more flexible and complete, along with nine fixes that address accessibility, linking, login, and form behavior. Enhancements Radio buttons | Clear selectionA new Clear Selection button lets you clear a mistakenly selected response on a form without starting the entire form over. This option is available for Radio Button, Masked Radio Button, User List, and Likert Scale field types. Starting the evening of July 1, 2026, administrators will also be able to configure whether the Clear Selection button appears for these field types using Field Properties in Form Designer. Registration grid | Signature fieldsThe Registration Grid now supports signature fields, so staff can collect participant signatures as part of the registration process. This keeps the participant record complete within Apricot, reducing the need for separate paper forms or external signature tools. Fixes Linking | Date field calendar iconThe calendar icon on a Date field is now accessible after clicking Store Linked Record for a Wizard Linked Form. Navigation | Side navigation bar with JAWSUsers who navigate with the JAWS screen reader can now use the side navigation bar without interruption. Navigation | Tab selection announcement with JAWSJAWS now correctly announces which tab is selected when navigating between My Apricot and Administrator. Currency | Minimum and maximum value validationCurrency fields with a minimum or maximum value greater than 999 no longer trigger a validation error when saving a record. Linking | Deactivation with Disable Link Delete Button enabledEnabling the Disable Link Delete Button setting no longer prevents users from deactivating a link. Linking | Required single-link fieldsA linking field set to required and configured to hold only one link can now be updated by deleting the existing link and adding a new one. Login | Session re-authenticationUsers who re-authenticate after a session timeout are no longer logged out again within seconds. Apricot Connect | Participant registration errorRegistering a participant through Apricot Connect no longer returns a generic failure message. The registration process now completes successfully. Intake | Tier 1 republish removing Tier 2 formPublishing updates to a Tier 1 Form no longer removes an associated Tier 2 Form from the Intake Form configuration. Both tiers remain intact after a Tier 1 republish.

Network for Good customers will see a new look to the in-app Product Support feature starting today.The functionality of in-app product support is not changing: customers can still ask product functionality questions within the chat, receive an automatic reply sourced from our help articles and then escalate to a live agent on our support team if the automatic reply and linked articles do not lead to a full resolution.What’s changing: - Network for Good users can now log in to the Bonterra Support Portal to see the status of support inquiries- Live agent chat history will also be available in the Bonterra Support portal (it will no longer be accessible directly within the chat view)- When opening the in-app product support chat window you will have the option to search our help center or launch the chat to type in your question directly.- Network for Good help center’s migration to Bonterra Central will be fully complete and our old help center will be shut down. Any bookmarks you have to the old help center will no longer work. Make sure you visit community.bonterratech.com to access the new help center.What’s not changing: - Network for Good users can still get answers to product questions via the in-app product support tool- Network for Good users can still reach a member of our support team during live support hours (8am-7pm EST) via the in-app product support tool if the automated answer does not fully resolve the original question. 

🖥 We've updated the navigation in Network for Good ➡Network for Good is built to be your all-in-one fundraising system, and now it looks and feels like one too. We've unified the navigation across Donor Management, Fundraising Pages, and Auctions so moving between your tools feels seamless.What changed:Fundraising Pages now has a left-side navigation menu, matching the layout you're used to in Donor Management and Auctions The top navigation bar has been refreshed across all three apps for a more consistent look and feel, and to support easier access to the broader Bonterra Network from one placeNo features have changed and no action is needed. Everything you rely on is still there, just with a more cohesive experience across the board.

 Release Notes | Week of June 1 | Apricot 8.55.0 OverviewThis release introduces self-service email updates for users and expanded sub-field mapping options for admins working with Data Standards. This release also includes several fixes across Apricot Que, Record Search, enrollments, and the Connect platform. Enhancements Users | Self-service email updatesYou can now update your email address directly from your user profile in Apricot. After saving the change, a verification code will be sent to your new email address — just enter it to confirm the update. If you don't see the email in your inbox, check your spam or junk folder. Data Standards | Sub-field mapping for address fieldsWhen mapping a Data Standard, admins can now map an Address field from a Lead's Standard to an Address Lookup field and choose to share only the zip code sub-field. This makes it easier to collect aggregate data across a Network without sharing full address details. Connect | Automatic intake form syncConnect intake forms now update automatically when a linked Apricot form is published. Previously, staff had to manually trigger an update after making changes. This eliminates that extra step and ensures participants always see the most current version of a form. Connect | Improved platform reliability during high trafficThe Participant Portal API now supports autoscaling, which allows the system to add capacity dynamically during periods of high activity. This improves reliability during peak submission windows and reduces the risk of slowdowns when intake form traffic spikes. Fixes Apricot Que | Participant Snapshot errors resolvedErrors that prevented Participant Snapshots from generating in the Doc Folder are resolved. This affected standard users, admins, and users who log in with SSO. Record Search | Screen reader compatibility with search field filtersUsers relying on the JAWS screen reader can now apply field filters when searching records. Enrollments | Tier 2 form data in native reportingWhen multiple Tier 2 forms are attached to a Program Enrollment, reports now run successfully and return data from all attached forms. Enrollments | Date filtering in native reportingEnrollment records created on the same date as the selected filter dates now appear in report results when filtering by Enrollment Start or End date. Connect | Intake form link copyCopying the link for an intake form no longer returns an incorrect or empty URL. Connect | Intake form list paginationIncreasing the display count or navigating to additional pages of intake forms now loads the expected results correctly. Connect | Error notifications visibilitySuccess and error notifications in Connect Admin no longer render behind the user badge and are now fully visible. Connect | Direct message list refreshA newly created or sent direct message now appears in the Direct Messages list immediately, without requiring a manual page refresh. Connect | Default logo for new accountsNew customer accounts in the Connect Admin Settings module now display a default logo correctly upon creation.

 Release Notes | Week of May 18 | Apricot 8.54.1 OverviewApricot 8.54.1 introduces Participant Snapshot, a new Que-powered AI feature that surfaces recent participant activity at a glance. This release also improves how you search for users and assign record ownership during imports. Enhancements Apricot Que | Participant SnapshotParticipant Snapshot is a new AI-powered feature that gives you an instant summary of recent participant activity directly in the Document Folder — no more manually searching through records before an interaction.To try it, select "Generate with Que" in the Document Folder.Que respects your existing permissions, keeps personally identifiable information (PII) protected, and never uses your data for AI training.Participant Snapshot is free and enabled by default for all users during the beta period. Organization admins can disable Que features at any time in the A La Carte Features menu.Users | Hide inactive users in user searchUser Search now defaults to showing only active users, making it easier to find who you're looking for. Admins can also filter by user type using a new filter option. If you need to locate and reactivate an inactive user, select the option to show inactive users from the filter menu.   Importing | Assign record ownership row by rowWhen importing records, admins can now assign a record owner for each row directly in the import file. This eliminates the need to run follow-up imports or manually update record ownership after the fact.Add one or more owners to a row using their User IDs, separated by a pipe character ( | ). For new records, all specified users are set as case managers. For existing records, the specified users are added to the existing case managers list. Fixes Links | Deleting links with JAWS screen readerUsers who rely on the JAWS screen reader can now successfully delete links. Previously, this action was inaccessible when using JAWS. Links | Searching for records to link with JAWS screen readerUsers who rely on the JAWS screen reader can now search for records to link without issue. Previously, the record search was inaccessible when using JAWS.

Grant Analysis & AI-Powered Proposal WritingNonprofits spend an average of 27+ hours per grant on applications. This release is designed to cut that down. Nonprofit Hub now includes tools to help organizations evaluate grant opportunities and draft proposal content, powered by Que.Grant AnalysisWhen a nonprofit opens a grant they're tracking, they receive an AI-powered breakdown that includes: Eligibility assessment — A clear signal on whether the organization qualifies, so nonprofits can avoid investing time in applications they're unlikely to win Effort to apply — An honest estimate of the resource cost to complete the application Award profile & competitive fit — An assessment of organizational fit and whether the opportunity is worth pursuing given limited staff time and capacityAI-Powered Proposal DraftingThe "Ready to Apply" experience has been redesigned to generate draft proposal content tailored to each grant's specific requirements. For each proposal section:Content is generated based on grant requirements and the organization's profile and programs Nonprofits can revise content using preset options or custom instructions Nonprofits can upload past successful applications (for style and tone) or supporting documents like impact reports to strengthen content Each section includes transparency into why it was drafted the way it was, including what the funder was asking for and what context was used

📤Que Can Help You Design Your Newsletter + More!   Previously, Que could help you draft plain text emails. With this update, Que can use the same advanced email editor that you already use when building an Email Blasts to help you design your next email outreach. Give it a try today! Open up Que and ask “Help me draft my next donor newsletter”.Help Center Resources: 📝Ask Que to Log a Donor Note for YouBy popular demand, Que can now help you record donor notes. Simply open up Que and ask it to save a note on a donor record, type in the note and Que will save it on the donor record you specified. This makes it easy to quickly log notes without having to search for the donor record. This skill is especially helpful after an event and you want to swiftly log conversations without navigating to each individual record one at at time.Help Center Resources: 

💰 Enhanced Contribution Tracking with New Attribution and Adjustment TypesBonterra now offers improved contribution tracking and financial reconciliation with two new global updates to contribution management. Organizations can now designate contributions coming through third-party affiliate platforms with the new "Affiliate Partner" attribution type, giving them cleaner separation and reporting for affiliate revenue streams.Additionally, three new contribution adjustment types—Account Closed, Stop Payment, and Processing Error—are now available across all payment methods. These adjustment types align with standard bank return codes, making it easier to categorize and reconcile failed or reversed transactions, especially for organizations using financial system integrations like NetSuite.These updates are live now for all clients and automatically appear in standard reporting. Whether you're working with affiliate fundraising platforms or reconciling bank-driven reversals, these new options give you more precision in tracking and reporting contribution data.Help Center Resources: