Overview
This release introduces new ways to connect data, navigate records, manage forms, and analyze referrals — along with a performance improvement to make navigation smoother in Apricot Desktop.
Enhancements
Data Standards | Linking Fields
Data Standards now support Linking Fields across different Document Folders. This allows you to connect related forms, support cross-program workflows, and maintain more consistent data across your organization.
For setup details and examples on how to leverage these enhancements, see the full Data Standards Linking article.
Document Folders | Navigate between Tier 2 records
When a form includes multiple Tier 2 records, you'll now see Forward and Back buttons directly on the screen.
This makes it easier to move between case notes and related records without returning to the list view — saving time and simplifying review.
Form Designer | Delete unused sections
Admins can now delete unused sections from published forms, as long as the sections are empty or contain only inactive fields.
Additional improvements include:
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Clearer styling so hidden sections are easier to identify
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Automatic movement of inactive fields from deleted sections to the first section
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Restoration of fields to their original location if you undelete a section before publishing
These updates help keep forms organized as they evolve.
Network referrals | Export referral insights
You can now export inbound and outbound Network Referrals directly from the referral screen into CSV files.
Select the new Export button in the upper-right corner to download your data and analyze referral activity more efficiently.
Imports | Improved list navigation
The Imports list now defaults to showing your most recent imports first.
To improve loading and navigation:
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The initial view displays the 20 most recent imports
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Select Load More to view the next 20
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Select See All to display the full list
These updates make it easier to find recent imports while still accessing older ones when needed.
Fix
General navigation | Desktop performance
We improved how Apricot determines whether a user should be using Apricot Mobile, reducing its impact on navigation performance in Apricot Desktop.