Welcome to the December edition of Bonterra News!

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

We know that when you’re looking for information, you don’t want to have to search multiple messages or platforms to find what you need. That’s why all of the resources you know and love can now be found in our new, consolidated Resource Center!

The Resource Center is a new, centralized way for you to get the help you need. You’ll be able to find answers to your questions faster and easier, explore new product announcements (like the ones in this newsletter!), share feedback, and even contact our Support Team for anything our other resources haven’t addressed.

We have good news! On Pages, Programs, and Sites where you need to access a large number of TouchPoints or TouchPoint responses, we are re-architecting querying to bring you the data you need faster. Our goal is to continue to architect a robust backend for all of your ETO data needs now and into the future.

We're excited to provide you with improvements that will make your data access faster and more reliable - please stay tuned for more updates!

Users with a paid ETO training subscription will soon see a new home for all of their training resources, designed to provide a more user-friendly experience for those looking to learn more.

With this exciting new change, users can anticipate receiving access to a new weblink in the coming weeks, which will in turn give you access to your subscriber portal (so you can continue to view schedules and enroll in courses for the upcoming year). Keep your eyes on your inbox for more information!

Join this interactive session to connect directly with Bonterra experts and get answers to your questions about ETO!

This is a unique opportunity to engage with specialists from across our Digital Learning, Training, and Product Support teams. Plus, it's a fantastic way to learn from your peers' experiences and solutions—enhancing your own approach to maximize fundraising impact.

Earlier this month, we hosted an interactive Ask the Experts Session, where attendees had direct access to our rotating panel of Bonterra professionals and were able to pick their brains on HMIS-specific questions and issues.

We’re sharing the recording of this session here so you can see how valuable these sessions can be. Each session features a mix of experts from teams like Digital Learning, Training, Product, Support, and Client Success - so you’ll always get helpful insights from the folks who know Apricot best.

We’ll be hosting more HMIS-specific sessions in the future - and we hope you’ll join us for the valuable tips, real-world reporting examples, and new ideas we’ll share. Whether you bring a question or just want to listen in, stay tuned and join us to get the most out of your Apricot platform!

If you’re ever in need of a quick answer to an HMIS question, or you need a refresher on some of the HMIS functionality, we recommend reviewing the articles we have available.

If your organization is exempt from state sales tax - Bonterra needs a copy of your State Sales Tax Exemption certificate as soon as possible, in order to honor that exemption.

Now is the time to ensure that your exemption is on record with us to avoid any unnecessary charges. Keep an eye out for an email from us, with further details on how you can submit these certificates.

Australia

North America