Product Updates

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 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.

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:   

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.

We have made four enhancements to Volunteer Tracking in Network for Good, giving your team more flexible ways to log hours, more powerful tools to segment and reach volunteers, and better support for ongoing programs that don't fit a fixed schedule.These updates are live now and available to all organizations using Donor Management.✋Filter Contacts by Specific Volunteer OpportunityAdmins can now filter Contacts by the exact volunteer opportunity a contact participated in, making targeted follow-up straightforward.Following up with volunteers after a specific event or program previously required manual workarounds. This filter unlocks a fundamental workflow: send thank-you emails or communicate directly with the volunteers who participated in a given opportunity in just a few clicks.What's New New filter: Volunteered for opportunity, with "equals" and "not equal to" predicates Opportunity dropdown sorted by most recent first Includes volunteers who logged hours via admin entry or public form Fully combinable with other volunteer and donor filters ✅Filter Contacts by Volunteer Status & ActivityA new dedicated Volunteer filter group in Contacts makes it easy to segment and act on your volunteer base, similar to how Donor Status filters work today.Previously, there was no clean way to identify and segment volunteers from the Contacts view. Now admins can instantly surface who their volunteers are, spot lapsed volunteers for re-engagement, and identify contacts marked as volunteers who haven't logged any hours yet.What's New New filter: Is a volunteer (Yes / No) — mirrors the contact profile toggle New filter: Volunteer activity status; Active (activity in last 12 months), Lapsed, or No activity Filters are combinable with existing donor and contact filters 📅Log Volunteer Hours Across a Date RangeVolunteers and admins can now log total hours worked over a period of time, rather than being required to enter a single day.Volunteers often report hours weekly or monthly. This update reduces manual effort and helps ensure accurate reporting, without changing anything about the existing single-date entry experience.What's New New optional toggle on the hour entry form Log hours for a date range Supports a start date and end date Available on both admin entry forms and public volunteer submission forms All entries — single-date and range-based — flow into existing reports and totals automatically 💖Open-Ended Volunteer OpportunitiesAdmins can now create and manage volunteer opportunities without requiring a specific date or time — perfect for flexible, recurring, or asynchronous programs.Not every volunteer engagement fits a calendar. This update removes the rigid date requirement that made it difficult to track flexible or long-term programs, reducing administrative friction for small teams managing diverse volunteer schedules.What's New Opportunities can be created without a fixed date or time Ideal for mentoring, tutoring, and other ongoing engagement roles Volunteer hours can be logged against open-ended opportunities without picking an exact date 👉Things to Keep in Mind👈 These features are available to all organizations using Donor Management with Volunteer Tracking. Organizations using Fundraising Pages only are not affected. Date-range hour entries and open-ended opportunity entries count toward volunteer totals and appear in all existing reports automatically — no changes to your reporting workflow are required. The new Contacts filters are combinable with each other and with existing donor and contact filters, giving you precise control over your segments. The volunteer status (Is a volunteer) filter mirrors the toggle set on each contact's profile — keeping that data up to date ensures accurate filter results. Help Center Resources 

These release notes includes two updates to Donor Management: more accurate handling of email bounces to prevent contacts from being incorrectly suppressed, and a clearer acknowledgement experience that now reflects donor-covered transaction fees.📩 Improved Email Bounce HandlingWe've updated how Donor Management processes email bounce events to ensure contacts are handled more accurately.Previously, all email bounces — including temporary failures like a full inbox or an unavailable mail server — were treated as permanent, causing a contact's "Receive Emails" status to be immediately and permanently disabled.What’s NewThe system now correctly distinguishes between two types of bounces: Hard bounces (e.g., invalid or non-existent email address) — the contact will be suppressed as before, since delivery is permanently not possible. Soft bounces (e.g., full inbox, temporary server issue) — the contact will no longer be suppressed, and delivery will be retried automatically. Help Center Resources 💸Donor-Covered Fee Displayed on Acknowledgement Pages When acknowledging a gift, admins now see the donor-covered transaction fee displayed alongside the donation amount, ensuring donors are recognized for the full value of their contribution. What’s New Fee amount shown on all acknowledgement screens: email, letter, and video Displayed in the same format as the transaction details screen (e.g., "Donor covered transaction fee ($X.XX)") No action required — this appears automatically for all applicable transactions Help Center Resources   

 We’re introducing a refreshed login experience for EveryAction users, bringing a more consistent and secure sign-in across Bonterra products.What’s Changing You’ll see a Bonterra-branded login page instead of the previous experience The login flow is slightly updated (enter email first, then password) You’ll manage your account through the new Bonterra Account Center What’s Staying the Same Your email and password do not change Your MFA settings carry over automatically Your access, data, and permissions remain the same Most users will not notice significant changes beyond the updated look and feel.A small group of users may be asked to complete a quick verification step the first time they log in if they: Were granted access between April 6–May 13 Updated their password or MFA during that time No action is required before logging in. You can continue logging in as usual—just with a refreshed look. Help Center Resources 

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.

🤖 Que Now Answers Your EveryAction How-To Questions InstantlyQue now includes a product support capability that allows users to ask how-to and troubleshooting questions about EveryAction product features and functionality.When a user submits a question through the Que chat interface, Que returns a response in real time based on content from Bonterra's official Help Center documentation.This Que skill is always free — no credits required. While other skills, like donor stewardship or form builder, will use your free monthly allotment of credits (for those customers that have not upgraded to Que Intelligence) asking Que product support questions will not use credits.Every Que user can get help whenever they need it, regardless of their subscription package.Help Center Resources  📬Email Creation EnhancementsWe've included several updates to the Que email creation skill:Improved draft quality Que now draws on high-performing outreach examples and organizational context to generate emails that are more relevant and mission-aligned from the first draft, reducing the need for manual revisions.Support for uploaded assets Users can now upload briefs, images, and brand guidelines directly into the chat with Que. This allows Que to incorporate strategy and brand context that has already been developed, ensuring outreach is consistent with existing plans.Streamlined setup Intelligent defaults and automatic theme application reduce manual configuration steps, helping users move from setup to execution more quickly while maintaining consistent branding across emails.Help Center Resources 

You can now offer ACH as a payment option on your donation forms - helping reduce processing fees while giving donors a secure, convenient way to give.  We have introduced ACH giving to donation forms, expanding payment flexibility beyond credit and debit cards. This enhancement allows donors to contribute directly from their bank accounts, often resulting in lower transaction fees for your organization. ACH payments typically carry lower processing costs than card payments, which means more of each donation goes directly toward your mission. It also gives donors another trusted option - especially appealing for larger gifts or recurring contributions.Key FeaturesACH Payment Option: Donors can securely enter their bank account and routing numbers during checkout. Lower Processing Fees: ACH transactions generally cost less than credit card payments. Improved Donor Experience: Offers flexibility and choice at the point of donation Recurring Giving Compatible: ACH can be used for both one-time and recurring donations. To start accepting ACH donations, simply enable the option within your donation form settings. Once activated, donors will see ACH as a payment method during checkout.Things to Keep in MindACH payments may take a few business days to process. Ensure your organization’s bank account details are correctly configured to receive ACH funds. Donors may prefer ACH for larger gifts due to increased trust and lower fees.  Help Center Resources 

📊 Drive strategic fundraising choices and prioritization with the Fundraising Analysis Que SkillQue can now provide you with a clear visual snapshot of your fundraising endeavors and provide clear, informed recommendations on how you can improve on those efforts. Simply ask Que any question related to fundraising performance and get a comprehensive answer, complete with concrete, actionable steps to help capture your next greatest fundraising opportunity.You can ask Que questions like, “How is my fundraising performance this year?”, “How is my donor acquisition trending?” or “How is my donor reactivation?” and Que will provide you with a narrative-driven view of your data you can take back to your team - it goes beyond statistics and tells a story, with next steps, driven by your own data.📝 Enhanced Contribution Form Builder Options with Que You can now not only create an optimized contribution form within Que but you can also make major edits and adjust configurations, add a progress bar based on the fundraising goal, and then publish the form - all from a Que conversation. You can even upload images and campaign context into Que to supplement your branding and messaging, as well as edit Confirmation Emails and apply Activist Codes and Source Codes to the form directly from your Que chat.🔎Get Instant Donor Stewardship Insights with ‘Analyze profile with Que’ Button  Donor Stewardship in Que has already enhanced the powerful relationship management capabilities of EveryAction by making it faster and easier to act on your donor data. And now, you can see it action faster by using the new ‘Analyze profile with Que’ button on a contact record.Que will respond with a concise summary of the donor’s relationship, highlighting key giving and engagement context along with a clear recommended next step. The summary brings the most relevant information into a single, structured view, making it easy for you to prepare for donor conversations with confidence.

💻Navigation ImprovementsYou may notice a few updates to the navigation within EveryAction to help make it easier for you to find what you need and increase your efficiency.These recent improvements include: The capability to apply Favorites across committees Expanding both the sidebar and your “Favorites” section by default when you first log in Allowing users to expand more than one sidebar section at a time Providing users with access to multiple databases easier visibility into said databases Reintroducing the “waffle” menu in the header for quick navigation to Online Actions and Targeted Email These updates make it easier for users trying to work quickly and effectively within EveryAction, and provide a more intuitive experience within your tools. 

 🎯 Donor Segmentation: Build Lists with Natural Language  Creating donor lists just got dramatically easier.You can now generate ad-hoc custom segments using natural language, not just predefined Actionable Insights searches or CAL queries.Just tell Que what you need!Example Prompts “Show me contacts who have given more than $100 this year.” “I need a list of contacts who haven’t given yet in 2026 who have the Major Donor activist code and live in Boston” “Create a list of donors in Maryland who have given $500–$1000.” What’s SupportedThis milestone supports a the most commonly used Create a List fields for nonprofit fundraising, including: Contributions Activist Codes Addresses You can: See the exact filter logic Que generates Preview segment size and basic stats Review before committing to use this list for outbound communication Hand off the query to Create a List for manual refinement and savingHelp Center Resources  🧠 Long-Term Memory: Que Remembers Previous ConversationsQue now retains context across conversations automatically. The more you work with Que, the better Que gets at understanding your organization, your specific work, and your work preferences.Your organization details, your goals, your role, any corrections that have been made, and your preferences—Que retains all of these and uses them without being asked. This feature was built with a privacy-first approach in mind: memories are stored at the individual user level and never shared. Users can see, edit, or delete what Que remembers at any time.If you want to see or manage what Que remembers, you can ask Que directly. And if you ever want to delete information from Que’s memory, you can! If you ever have the need to wipe everything, that’s possible too with an extra confirmation step.

This release introduces updates to user access management, organization profile setup, and the Bonterra GrantMatch workflow.User PermissionsA new permissions framework is now available in Nonprofit Hub. Organization owners can assign the Edit Organization Profile permission to other users. This permission allows users to update the organization’s About and Programs sections.The Users page now includes an actions menu for each user. Depending on the user, available actions may include editing access, removing the user, or transferring ownership.Programs Organization profiles now include a new Programs section. Authorized users can add programs manually by entering a name, description, service location, and budget.Users can also generate AI-powered program suggestions, then keep, edit, or dismiss those suggestions before saving them.Program data is used in the updated GrantMatch workflow.Bonterra GrantMatchGrantMatch now includes a simplified workflow centered around organization and program selection. After selecting a program, users are shown matching grant opportunities.The grant pool has expanded to include grants from Grants.gov, California grants, and publicly available web-sourced grants.Each result now includes an AI-generated match evaluation with fit analysis, application considerations, and recommendations.Users can also generate proposal content by selecting proposal sections and adding optional guidance for the AI.

We’re excited to introduce Giving Page Creation in Bonterra Que, your built-in AI fundraising assistant in Network for Good. This new capability makes it easy to create compelling, donor-friendly donation pages for every campaign—helping you follow the best practice of pairing each appeal with a dedicated giving page. With Giving Page Creation, Que can: Draft complete giving page content in seconds Tailor messaging to your campaign goals, audience, and tone Generate headlines, calls-to-action, and suggested giving amounts with impact statements Help you refine and improve content through simple prompts Whether you're launching a seasonal appeal and need a giving page to match your messaging or responding to an urgent need for funds, Que makes it easier to go from idea → live campaign.And as a reminder: All Network for Good customers can still use Que! Network for Good users get free access to experience Que’s time savings and improved fundraising outcomes. Each user receives a set number of credits every month.Credits are used when Que completes work — like generating donor segments, drafting outreach, or creating campaign assets. More advanced skills use more credits. Credits renew monthly, so you can consistently try new skills and apply Que across evolving fundraising needs.When you’re ready for broader adoption, the paid Que Intelligence add-on unlocks full access without monthly limits.Help Center Resources   

💻New Login Experience Enjoy a faster, smoother, & more reliable login We have replaced the existing login page with a new experience that keeps your current credentials, adds built-in security enhancements to protect your organization and donor data, and makes it even easier to access the Network for Good platform (and Bonterra Central + more Bonterra products coming soon!) Help Center Resources  🖱 Bonterra Que Credits + Continued (Free) Access for Network for Good Users Starting February 1, Network for Good users get free access to experience Que’s time savings and improved fundraising outcomes. Each user receives a set number of credits every month.Credits are used when Que completes work — like generating donor segments, drafting outreach, or creating campaign assets. More advanced skills use more credits. Credits renew monthly, so you can consistently try new skills and apply Que across evolving fundraising needs.When you’re ready for broader adoption, the paid Que Intelligence add-on unlocks full access without monthly limits.What This Means for Your Organization Time savings by reducing manual planning and execution work Smarter decisions powered by real engagement signals Expanded capacity without adding staff A clear path to scale your fundraising strategy with Que Intelligence Why Trust Bonterra with AI in Your Fundraising?AI in fundraising requires both intelligence and integrity.Que is built specifically for nonprofits — drawing from 180,000+ organizations and 20 million profiled supporters — and embedded directly in EveryAction to help you act, not just analyze.It’s backed by Bonterra’s ethical AI governance, secure AWS infrastructure, Anthropic’s transparent AI models, and more than a decade of AI innovation for social good. Help Center Resources 

📨Email Creation: Get your first email draft ready in an instant  Que helps you create fundraising emails in seconds. It automatically drafts messages that match your organization’s voice by learning from your past emails and tailoring the content to your campaign’s audience and strategy. You can quickly refine the draft using simple natural-language edits—no copywriting expertise required.Help Center Resources 📱SMS Creation: Start with a text messaging idea to create a ready-to-send SMS  Que also generates ready-to-send SMS messages designed around nonprofit messaging best practices and your campaign goals. Review and adjust the draft if needed, then send with confidence—making it easy for small teams to add effective text messaging to their campaigns without extra time or resources.Related Resources Training: Get Started with Bonterra Que 

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.