Accessing Apricot Settings
Select the "Administrator" tab.
In the left-hand menu, click Workflow Station.
Select "Apricot Settings."
If you make any changes, select "Save Settings" before leaving the page.
A La Carte Features - Standard
The "A La Carte Features" section contains information on two kinds of features that can be added to your Apricot - "Standard Features," which can be turned on by an Administrator for no additional cost, and "Premium Features," which must be turned on by the Customer Care team, usually for an additional fee.
Standard features include:
Auto Search: When Auto Search is selected, any record search page in Apricot will allow a user to automatically search through all available records by typing as little as one character. When it is turned off, a user will be required to click the Enter key to begin the search.
Record Audits: The Record Audit tool allows Administrators and users to search for and access records in both their current version and in all their previously saved versions. You can use this tool to un-do data entry errors by reverting a record to a previously saved version.
Secure Web Forms. This tool allows administrators to create a direct URL, or web address, that bypasses the standard login and allows a user to directly access a Tier 1 form for only data entry.
A La Carte Features - Premium
"Premium Features" can only be turned on by the Customer Care team and usually incur an additional fee. They include:
Aggregate Reports: Comes with Apricot 360. Reach out to your Account Manager if you're interested in upgrading to Apricot 360.
Apricot Mobile: Coming Soon! Sign up for our Product Newsletter here.
Connect: Comes with Apricot Core and above. Allows the ability for external users to create a Tier 1 and one associated Tier 2 record in your Apricot. Read more about Connect here.
Document Folder Merge Tool: If you identify duplicated Tier 1 records, this tool can merge the associated Tier 2 records into one folder. This feature is available to all Apricot organizations, please reach out to support if you're interested in having this feature turned on.
Form Logic: Conditionally shows and/or requires fields on a form based on other data that has already been entered. You can read more about Form Logic here.
Program IP Restriction: Limits access for groups of users based on the IP address or the location where they log in.
Guest User Access: This feature allows people from outside an organization to log in to Apricot and access a specific form for data entry. They are not counted as users, but instead are categorized as "guest users." Guest User Access is an a la cart feature, reach out to your Account Manager if you're interested in purchasing it.
Import Tool: Permits the import of outside data into your Apricot via Excel spreadsheets in .csv format. Read more about Import Tool here.
Integrated Exchange Calendars: Used with the scheduler field; allows for schedule requests and invitations to be created and emailed to Apricot users who have an integrated Exchange account.
Integrated Gmail Calendars: Used with the scheduler field; allows for schedule requests and invitations to be created and emailed to Apricot users who have an integrated Gmail account.
Referrals: Used to allow standard users in particular programs to refer clients to other programs within the same Apricot instance.
Registration Grid: Creates multiple Tier 2 records for multiple selected Tier 1 records from an easily completed grid format. Records created using the registration grid can be viewed in the grid format, or within the Tier 1 document folder.
Track Record Views: This is similar to the Record History - Audit tool, but with this tool you can view each time a record has been opened or viewed by a user. This feature costs no additional fee but may not be enabled by default in all Apricot instances. Please reach out to support if needed to enable this feature.
Workflows: Allows Apricot Administrators to build workflows, guiding data entry through Apricot for front end users.