Welcome to the January edition of Bonterra News!

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

You asked — we listened. You can now save your progress while filling out forms in Apricot using Draft Records. With this update, your staff can pause mid-entry without losing their work — no more entering placeholder data or rushing to complete required fields.

To enable this feature, simply check the Allow Drafts box when building a form.

Here’s how Draft Records can support your team:

Draft Records is now supported when using Imports, making bulk data entry more flexible and less risky than ever before!

Plus, with Advanced Access, you can now give Standard users visibility into the organization-wide Draft Manager dashboard, so nothing slips through the cracks.

Ready to dive deeper? Explore how to make the most of Draft Records with these resources:

In February, Apricot is introducing an enhancement that makes Attendance Tracker data available in reports the same day it’s entered! You’ll be able to access attendance data in both Native Reporting and Apricot Results Reporting without delay — helping you work more efficiently and make timely decisions.

Review our help article below for a refresher on Apricot’s Attendance Tracker feature.

Bonterra Central will be your all-in-one destination for everything you need to success 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.

If you have an Apricot training subscription, your paid training resources and our free events will be available right inside Bonterra Central. No more extra logins, and no juggling bookmarks.

Keep an eye on your inbox for more details about this exciting update for our Apricot customers – if you're interested in joining our community as an early user, please reach out to us through the form below.

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

Beginning in February, 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 this update, all users will be asked to verify their email address the first time they log in — a quick, one-time step to help keep accounts secure.

Note: This login update will not apply to customers in Canada or Australia at this time.

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.

Great reports don’t start with filters—they start with how data is entered.

If your reports feel unreliable, inconsistent, or harder to trust than they should be, the root cause often isn’t your reporting setup—it’s user data entry. In this Customer Coaching Event, you’ll learn how to coach Apricot end users to enter data consistently, confidently, and in ways that actually support meaningful reporting.

Join us to uncover practical strategies that help drive adoption, improve data quality, and turn everyday data entry into insights you can rely on.

Apricot Ask the Experts is a live, interactive Q&A designed around you. Each session features a rotating panel of Apricot experts from across Bonterra—Product, Support, Customer Success, and more—ready to tackle your questions.

Submit your questions when you register, and we’ll shape the conversation around what matters most to you. Whether you’re troubleshooting a workflow or exploring best practices, this is your chance to get answers from the people who know Apricot best.

Bring your curiosity and we’ll bring the experts.

When data entry feels hard, data gets skipped—and reports suffer.

In this Customer Coaching Event, you’ll learn how making data entry easier for your end users directly impacts the completeness, consistency, and reliability of your Apricot reports. We’ll explore practical ways Administrators can reduce friction in daily data entry, increase user follow-through, and ultimately get cleaner data sets without chasing staff for fixes.

Join us to see how small changes to the data entry experience can lead to faster workflows, better adoption, and reporting you can actually trust.

Australia

North America