Welcome to the February edition of Bonterra News!

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

AI will change how funding flows, including who gets funded, how decisions are made, and how quickly support reaches communities. The only question is whether the social good sector will shape that change or react to it.

Join us for AI Built for Good, Bonterra’s flagship virtual conference for fundraisers and funders who believe technology should serve humanity, not the other way around. We’ll explore how human-led, transparent AI enables faster decisions while reinforcing trust, equity, and accountability.

You’ll learn how to:

Attendees who attend 3 or more sessions will be entered into a drawing to win a $500 donation to the nonprofit of their choice.

Join us for a dynamic two-hour session designed specifically for Apricot and ETO customers looking to strengthen outcomes with confidence. We’ll unveil our latest Case Management roadmap and explore how we’re fueling impact through intentional connection, smarter infrastructure, and purpose-built innovation for nonprofits.

You’ll also be invited into a forward-looking industry conversation on timely topics like the ethical use of AI in nonprofit software. Through structured networking and extended Q&A, you’ll have the opportunity to exchange ideas with peers and dive deeper into pressing industry challenges—from responsible AI adoption to fundraising during uncertain times.

Come ready to learn, engage, and collaborate as we shape the future of case management—together.

We're excited to introduce Impact Hub, a powerful new reporting experience now available in Apricot.

Built for impact-driven teams, Impact Hub helps you go from data to insight — fast. Whether you're building dashboards, creating funder-ready visuals, or reviewing year-end outcomes, Impact Hub makes it easy, intuitive, and AI-assisted.

With Impact Hub, you can:

Instantly generate dashboards from your existing forms and fields

Share polished reports in just a few clicks

Use AI to surface trends, outliers, and insights automatically

All powered by Bonterra Que, your always-on data analyst built into Apricot.

Note for Essentials Users

Essentials customers can view dashboards shared with them by Enterprise or Pro users, but cannot create or customize their own reports in Impact Hub.

Case managers will soon be able to move back and forward between Tier 2 records without jumping in and out of lists. Review case notes and supporting documents more smoothly — and stay focused on each participant’s full story.

Forms evolve — and now your cleanup process can too. Admins will be able to delete unused sections on published forms, as long as those sections are empty or contain only inactive fields. This makes it easier to keep forms streamlined and aligned with how your programs operate today.

Data Standard creation will soon support Linking Fields, allowing you to connect forms across different document folders. Build more connected workflows and reduce data silos by linking related information across your system.

This enhancement opens the door to more sophisticated, cross-organizational data structures.

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.

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

Beginning in March, 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.

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 moving the Apricot Help Center into Bonterra Central. Once the transition is complete, Intercom help article links will no longer work. If you’ve saved or bookmarked help content, you’ll need to update your links when the new Help Center goes live.

Learn more about the upcoming Help Center changes.

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

We’re also launching a new Apricot customer community within Bonterra Central. This space will give you the opportunity to ask questions, share best practices, and connect directly with other users who are working toward similar goals. If you’re interested in getting early access and helping shape the experience, we’d love to hear from you.

Documentation is essential—but burnout doesn’t have to be part of the process.

Whether your team is feeling overwhelmed by forms, spending too much time entering data, or looking for smarter ways to work in Apricot, this coaching session will offer actionable tips to help your staff work more efficiently—and feel better doing it.

Apricot experts will share practical strategies to streamline data entry, improve workflows, and reduce the day-to-day burden documentation can place on your staff. Support your team’s wellness while maintaining the data you need.

Change doesn’t have to feel overwhelming. In this Ask the Experts webinar, you are invited to bring your biggest questions about managing change — whether that’s rolling out new processes, navigating system updates, or supporting user adoption.

Our Apricot experts will share practical strategies, proven best practices, and insights from organizations just like yours. You’ll walk away with actionable guidance to help your team embrace change with clarity and confidence.

Submit your questions, learn from your peers, and get the expert answers you need to move forward.

What if you could hear what your customers need—right when it matters most?

Join us for a Coaching Event where Apricot experts will show you how to effectively gather, track, and act on customer feedback using Apricot. Learn practical ways to capture insights in the moment, close the loop with your stakeholders, and turn feedback into meaningful improvements.

Whether you’re looking to strengthen engagement, improve programs, or make more informed decisions, this session will help you build a feedback loop that drives action — not just data.

Australia

North America