Welcome to the March edition of Bonterra News!

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

You’re collecting valuable data in Apricot — now’s the time to explore reporting!

And good news: you don’t have to build from scratch. Apricot includes ready-made reports that can help you quickly uncover actionable insights. With just a few clicks, you can find and run existing reports to help you focus on what matters most.

Explore the resources below to see which reports are available in your system and how to tailor them to your organization’s unique needs.

Data Standard creation now supports 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.

Case managers are now able to move Forward and Back between Tier 2 records without returning to the list view. Review case notes and supporting documents more smoothly — and stay focused on each participant’s full story.

Admins can now delete unused sections from 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.

Attendance Tracker data will soon be available in reports the same day it’s entered — giving you faster access to the information you need to make timely decisions.

You’ll be able to access attendance data in both Native Reporting and Apricot Results Reporting without delay.

Note: Available now in Australia and New Zealand. U.S. availability begins March 2026.

Read the Attendance Tracker overview to refresh your understanding of the feature.

In the coming weeks, we’ll introduce a new login experience for Apricot designed to strengthen security and simplify access across Bonterra products.

The first time you log in after the update, you’ll be asked to verify your email address — a quick, one-time step to help protect your account and organization data.

If you access Impact Hub and receive a login error after this launch, please use the Forgot Password link to reset your password. Once reset, you’ll use the same email and password for both Apricot and Impact Hub.

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.

Understanding what your clients and stakeholders are experiencing shouldn’t feel like guesswork.

In this Coaching Event, Apricot experts will walk through practical ways to gather and respond to feedback in real time. You’ll see how to track insights within Apricot, identify patterns that matter, and follow through in ways that strengthen trust and accountability.

This session focuses on turning feedback into forward momentum — not just another data point. If you’re ready to make listening a consistent part of how your programs evolve, this event will give you a clear place to start.

Volunteers bring energy and commitment to your work — but aligning their efforts with program goals takes intention.

This Coaching Event explores how to connect volunteer activity more directly to case management outcomes. We’ll cover ways to improve coordination, increase visibility into contributions, and better demonstrate the value volunteers bring to your organization.

Whether you’re refining existing processes or building new ones, you’ll leave with practical ideas to strengthen collaboration and make volunteer impact easier to measure and share.

Have questions about Apricot? This is your chance to get answers!

Apricot Ask the Experts is a live, interactive Q&A designed entirely around you. Each session features a rotating panel of Apricot experts from across Bonterra — including 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 workflows, exploring best practices, or looking for recommendations, our experts will provide practical guidance you can use right away.

Bring your curiosity — we’ll bring the experts!

Strong partnerships don’t happen by accident — they’re built on clarity, coordination, and shared visibility.

In this Coaching Event, we’ll examine how to improve referral workflows, strengthen communication across organizations, and track shared outcomes more effectively within Apricot. You’ll gain tools to help partnerships operate with greater alignment and less friction.

From small collaborations to broad community networks, this session will help you deepen relationships and extend the reach of your work.

Australia

North America