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.