Product Updates

Release Notes | Week of June 1 | Apricot 8.55.0 OverviewThis release gives users more control over their account information and improves how admins map address data in Data Standards. It also resolves several issues affecting Participant Snapshots, screen reader accessibility, and enrollment reporting. EnhancementsUsers | 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. FixesApricot 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.

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. EnhancementsApricot 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. FixesLinks | 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.

Release Notes | Week of May 4 | Apricot 8.53.3 OverviewApricot 8.53.3 resolves two defects affecting account access and search page accessibility in Role-Based Permissions. FixesLogin | Locked accountsOrganizations not using Role-Based Permissions may have seen users receive an "Account Unavailable" error when their account was locked. An Unlock button is now available on the User Profile, so admins can restore access and get users back to work.Users | Search page accessibilityContrast on search fields, filters, and view options on the User Search page in Role-Based Permissions has been updated to improve accessibility.

Release Notes | Week of April 20 | Apricot 8.52.0 OverviewApricot 8.52.0 launches a new login experience for users in the United States and delivers performance and data accuracy improvements to the Attendance Tracker. EnhancementsLogin | New login experience launchedApricot now uses a new login experience for users in the United States. The updated login page keeps your existing credentials, adds built-in security enhancements to protect your organization's data, and provides a faster, more reliable way to access Apricot. To learn more about what’s changed, click here.Users in Canada and Australia: This update is coming to your region soon! Watch for release dates in the Bonterra newsletter and in-product notifications.Attendance Tracker | Performance improvements for Classes and Terms viewsLoad times for the Classes and Terms views in the Attendance Tracker are now significantly faster. Query logic has been optimized to retrieve data more efficiently, resulting in faster, more consistent performance. FixesAttendance Tracker | Duplicate attendance records when toggling statusQuickly changing a student's attendance status no longer creates duplicate records for the same student, date, and session. Existing duplicate records have been cleaned up, and the system now prevents new duplicates from occurring.Attendance Tracker | Attendance sync day-of-week data errorsTwo data sync issues affecting recurring event schedules have been resolved. Delete operations for schedule day records and null day values during data transfer were not processing correctly. Recurring schedules now sync accurately.

Release notes | Week of April 6 | Apricot 8.51.2 OverviewApricot 8.51.2 includes one enhancement and five fixes. This release improves case manager visibility, document search accuracy, and form behavior across several areas of the platform. EnhancementsBeta opportunity | Participant snapshot powered by Bonterra QueA new skill powered by Bonterra Que can generate a quick snapshot of recent participant updates and activity directly from the Document Folder. This feature is currently in beta. To request access or learn more, contact em.rattini-reich@bonterratech.com. FixesSite administration | Case manager assignmentSite admin users can now see the "Assigned case manager" dropdown when viewing program access for records. Previously, this dropdown was not visible for site admin users in that view.Document Folder | Linking fieldsClicking a linked record within an expanded form section in the Document Folder now opens the correct linked record. Previously, the parent record opened instead.Printing | Form rulesRecords for forms with form logic enabled but no form rules configured now print correctly. Previously, attempting to print these records returned an error.Connect | Account information updatesParticipants can now save account updates in Connect — including medical and dietary information — without encountering errors. The issue occurred when permission settings included fields with subfields, such as address lookup fields.Document search with multi-part namesDocument search now displays and returns full names correctly across all queries. Previously, searches involving multi-part name fields sometimes returned only the last name component.

OverviewThis release introduces a new beta capability powered by Bonterra Que and includes several updates that improve reliability and performance across Rules & Alerts, Imports, and form workflows. EnhancementBeta opportunity | Que participant snapshotA new skill powered by Bonterra Que can generate a quick snapshot of recent participant updates and activity directly from the Document Folder, making it easier for staff to quickly review recent changes. Interested in beta access? Contact em.rattini-reich@bonterratech.com to learn more or request enablement. FixesRules & Alerts | Consistent rule triggeringRules now trigger consistently, ensuring alerts and automated workflows run as expected. Rules & Alerts | Time-based alert record checksNew time-based alerts now evaluate existing records when they are created, ensuring notifications are sent when conditions are already met. Calculation fields | Cross-section calculation accuracyCalculation fields in one section no longer affect unrelated calculation fields in other sections, improving data accuracy across forms. Imports | Faster processing and search availabilityImports now process more efficiently, reducing the time required for imported records to become searchable. Form logic | Improved rule performanceForm rules now run more efficiently when viewing or completing forms, improving performance during data entry.

OverviewThis 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. EnhancementsData Standards | Linking FieldsData 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 recordsWhen 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 sectionsAdmins can now delete unused sections from published forms, as long as the sections are empty or contain only inactive fields. Additional improvements include: Clearer styling so hidden sections are easier to identify Automatic movement of inactive fields from deleted sections to the first section 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 insightsYou 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 navigationThe Imports list now defaults to showing your most recent imports first. To improve loading and navigation: The initial view displays the 20 most recent imports Select Load More to view the next 20 Select See All to display the full list These updates make it easier to find recent imports while still accessing older ones when needed. FixGeneral navigation | Desktop performanceWe improved how Apricot determines whether a user should be using Apricot Mobile, reducing its impact on navigation performance in Apricot Desktop.

OverviewThis release includes several fixes that improve reliability across record history, reporting, workflows, and form logic—helping your team work with greater clarity and confidence. FixesRecord history | Comparing record versionsThe Compare Previous Record option is now available as expected. Users can successfully compare record versions without the option appearing greyed out. Native Reporting | “Matches Any Of” filterReport Sections now load correctly when a Matches Any Of filter includes special characters, ensuring more consistent reporting results. Workflows | Inactive workflows visibilityWorkflows marked as Inactive no longer appear under My Workflows, reducing confusion and keeping task lists accurate. Form logic | Links and permission-based conditionsForm Logic now runs as expected when a Form Rule condition counts the number of Links—even if a user does not have permission to access those linked forms. This ensures rules evaluate consistently without interruption.

Looking for past Apricot release notes? All product updates from 2021 through 2025 are available in our archive: Browse the Apricot Release Notes archive For 2026 and newer updates, continue exploring posts here in Product Updates.

OverviewThis release includes one enhancement to make Connect participant registration more reliable, along with three fixes that improve data accuracy and day-to-day workflows. EnhancementConnect | Retry email validation timeoutsAdmins can now quickly retry email validation for participants whose registration emails timed out. A new timeout indicator appears in the Unregistered tab of a Connect Participant Type, along with a Retry timeouts button. Selecting this option resubmits all email addresses that previously timed out within that Participant Type.  In most cases, retrying resolves the issue and allows the email address to validate successfully — helping participants validate their registration successfully. If timeouts continue after retrying, our Support team can help investigate further. FixesIntake | UK date formattingDates entered using the UK field format in Intake forms now save correctly. Submissions will remain in dd/mm/yyyy format instead of converting to the US format. Attendance Tracker | Terms using Specific DatesEdits to Terms that use Specific Dates now appear correctly when taking daily attendance. This improvement is especially helpful when switching a Term from Recurring to Specific Dates. To prevent confusion, only Recurring Terms will now reference Day(s) Off settings. Scheduler | Appointment details loadingAppointment details now load as expected even when a location hasn't been selected, making scheduling faster and more reliable.

OverviewThis release introduces new ways to report, collaborate, and stay informed — along with several fixes that improve accuracy and reliability across Apricot. EnhancementsImpact Hub Reporting | Data Standards & NetworksImpact Hub is now available to US Pro and Enterprise customers, bringing Apricot's most powerful and intuitive reporting experience yet. With this release, you can: Build Data Standards to support consistent reporting Create Networks to collaborate more easily across Apricot partners or agencies Use modern report visualizations to better understand outcomes and impact Whether you're coordinating across a community or streamlining internal operations, Impact Hub helps teams work together with clearer, more reliable data. Learn more: Apricot Data Standards & Networks Overview Impact Hub for Apricot Overview  Rules & Alerts | Improved notification reliabilityRules & Alerts now trigger more consistently, with behind-the-scenes improvements that reduce missed or unexpected notifications. This means greater confidence that alerts will fire when they should — so your team can stay focused on timely follow-up and action. Network referrals | Improved searchSearching in the My Referrals page is now faster and more flexible. You can search by: Participant first or last name Program name Overall performance improvements make it easier to find the referrals you need, when you need them. FixesRecord history | Form logic visibilityFields affected by Form Logic now display correctly in Record History, even when those fields are conditionally hidden in the form. Record audits | Login history accuracyWhen users are prompted to change their password after logging in, their login activity now displays correctly in Record Audits. Workflows | Progressing to the next formUsers completing a Workflow will now move directly to the next form, rather than being redirected to the Record Search page. Referrals | Email notificationsReferral email notifications no longer display participant names, ensuring notifications are secure and consistent.

OverviewThis release includes six defect fixes that affect dynamic fields, record saving, program management, and regional search experiences. These updates improve data accuracy, reporting reliability, workflow behavior, and search consistency across Apricot. FixesDynamic Numbers | Record SaveWe fixed an issue where Dynamic Number fields incorrectly reset to 0 when saving a record. Values now save and persist as expected. Native Reporting | Creation DateReports using the Creation Date system field set to Day of Week now display the correct day when records are created between midnight and 1 a.m. Workflows | Record SaveWhen completing a form that’s part of a Workflow, users are now correctly prompted to join an existing Workflow after clicking Save Record. Dynamic Text | AutopopulateWe resolved an issue where Autopopulate fields referencing Dynamic Text fields were cleared after the initial record save. Sites & Programs | Program CopyWe fixed an error that prevented Programs from being copied. Programs can now be duplicated successfully. Attendance Tracker, Caseloads, Scheduler | CAN/ANZ SearchWe improved search behavior for CAN and ANZ sites within Attendance Tracker, Caseloads, and Scheduler. Searches now return more consistent and accurate results when enrolling participants in Terms, adding participants to Caseloads, or attaching participants to appointments. Note: These improvements will be rolled out to U.S. sites in a future update.