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’ve made performance improvements to the Participant TouchPoints page to help pages load faster — especially for participants with a high volume of responses.

Now, ETO loads only the most recent 30 responses for each TouchPoint by default. If you need to view older responses, simply click the “Load Old Responses” link next to the TouchPoint name to display the full response history.

One of our most requested features is now live: Time-Based Alerts make it easier to manage follow-ups and deadlines automatically.

With this update, ETO Admins can configure alerts that appear days, weeks, months, or even years after a key action takes place — like a program enrollment or TouchPoint. No more calendar reminders or manual tracking: the system will now do the nudging for you.

Want to notify a case manager 90 days after a participant is enrolled in a program? Now you can. Need to follow up on an Intake Form 7 days later? Done.

You can also use demographics or referral forms to drive Time-Based Alerts that keep your workflows moving on schedule. Check out the release notes to learn what’s new!

We're making improvements to ETO Dashboards — one of the platform's most-loved tools.

These updates will strengthen performance, scalability, and reliability, along with a visual refresh that makes dashboards even easier to navigate and use.

In 2026, we’ll begin updating the look and feel of ETO’s most-used pages to make everyday tasks easier, faster, and more intuitive. These updates are designed to align with modern accessibility standards while preserving the core experience your team knows.

Users can expect updates to font sizes, spacing, colors, and contrast, all aimed at improving usability and supporting compliance — with a refreshed, modern interface that’s built for everyone.