Welcome to the December edition of Bonterra News!

Read on to learn more about what's new and what's next for our Case Management customers.

Wouldn’t it be nice if Apricot could surface risks and opportunities for your staff to prioritize? You are collecting so much important information about your Participants’ situations and progress. Why not let Apricot flag priorities for you to address. Rules & Alerts can do just that!

For those of you on our Apricot Pro and Enterprise packages, this automation feature is available to help you keep track of urgent situations and pending actions. You can configure custom "Rules" based on your organization’s needs and the unique data you are tracking. Apricot will then "Alert" the chosen staff when those situations arise.

We’d love to show you more about Rules & Alerts and help you streamline more of your day-to-day. Check out the below recordings to learn more about how other organizations like yours are moving forward with this feature, and let us know if you have any questions.

You and your organization are doing incredible work - and we’d like to celebrate it!

By joining Bonterra’s Changemakers' Circle, you can share your story, spotlight your success, and inspire the broader social good community. As a member, you’ll get invitations to participate in advocacy opportunities that fit your schedule - you get to choose how you participate!

We know that when you’re looking for information, you don’t want to have to search multiple messages or platforms to find what you need. That’s why all of the resources you know and love can now be found in our new, consolidated Resource Center!

The Resource Center is a new, centralized way for you to get the help you need. You’ll be able to find answers to your questions faster and easier, explore new product announcements (like the ones in this newsletter!), share feedback, and even contact our Support Team for anything our other resources haven’t addressed.

Bonterra Central will be your all-in-one destination for everything you need to succeed with Apricot. With a powerful unified search, you’ll be able to quickly find training resources, help articles, product updates, webinars, and more—all in one place.

As part of this launch, we’re also introducing a vibrant customer community forum where you can ask questions, share insights, and connect with other Apricot users to make the most of your software experience.

Plus, if you have an Apricot training subscription, you’ll soon have a new home for all your paid training content right within Bonterra Central.

Keep an eye on your inbox in the new year for more details about this exciting update for our Apricot customers!

We’re excited to announce that in the new year, you’ll enjoy a faster, smoother, and more reliable login for all your Bonterra tools — including Apricot!

Beginning in January of 2026, we’ll replace the existing login page with a new experience that keeps your current credentials, adds built-in security enhancements to protect your organization and program data, and makes it even easier to access the Apricot tools you know and love — plus new fundraising tools to come!

As part of our revamped Administrator Certification program, we are now offering a biannual check-in to help you stay up to date on all the latest releases. Don’t worry, it’s only 5-10 questions and gives you the chance to show off your continued expertise!

An updated re-certification exam will be available to all Certified Administrators twice per year to maintain the badge. If you haven’t explored certification yet, we’d love to tell you more. Stop by one of our prep courses to see if you have what it takes!

This expert-led product release event will provide an updated look at what has changed in Apricot during the past month.

We’ll dive into our most recent product releases, experience a live demo of any applicable changes, and provide you with time to get your questions answered during an extended Q&A session.

The presentation and demonstration portion of our session will last around 20-30 minutes, leaving ample time for you to ask questions and get clarification on any product enhancements we cover.

Earlier this month, we hosted an interactive Ask the Experts Session, where attendees had direct access to our rotating panel of Bonterra professionals and were able to pick their brains on HMIS-specific questions and issues.

We’re sharing the recording of this session here so you can see how valuable these sessions can be. Each session features a mix of experts from teams like Digital Learning, Training, Product, Support, and Client Success - so you’ll always get helpful insights from the folks who know Apricot best.

We’ll be hosting more HMIS-specific sessions in the future - and we hope you’ll join us for the valuable tips, real-world reporting examples, and new ideas we’ll share. Whether you bring a question or just want to listen in, stay tuned and join us to get the most out of your Apricot platform!

If you’re ever in need of a quick answer to an HMIS question, or you need a refresher on some of the HMIS functionality, we recommend reviewing the articles we have available.

If your organization is exempt from state sales tax - Bonterra needs a copy of your State Sales Tax Exemption certificate as soon as possible, in order to honor that exemption.

Now is the time to ensure that your exemption is on record with us to avoid any unnecessary charges. Keep an eye out for an email from us, with further details on how you can submit these certificates.

Australia

North America