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Release Notes | Week of February 23 | 8.49.2

Updated over a week ago

Overview

This 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.

Enhancements

Data Standards | Linking Fields

Data 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 records

When 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 sections

Admins 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 insights

You 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 navigation

The 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.

Fix

General navigation | Desktop performance

We improved how Apricot determines whether a user should be using Apricot Mobile, reducing its impact on navigation performance in Apricot Desktop.

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