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How do I manage general configuration settings in Apricot?
How do I manage general configuration settings in Apricot?
Updated this week

Accessing Apricot Settings

  1. Select the "Administrator" tab.

  2. In the left-hand menu, click Workflow Station.

  3. Select "Apricot Settings."

  4. If you make any changes, select "Save Settings" before leaving the page.

General Configuration

"General Configuration" settings include:

  • Reply-to: When emails triggers are sent from a record, the email address provided here is the default "sent from" email address. This will also be the recipient email address that receives replies to email triggers. If left blank, the default Reply-to email address will be apricotsoftwarealerts@gmail.com. *Note that this field must contain either a blank value or a valid/complete email address. Any other value will cause email triggers to fail.*

  • Sent From: When emails triggers are sent from a record, the contact name provided here is the default "sent from" contact name. This setting will only work if you have a valid email address entered in the Reply-to field discussed above.

  • Time Zone: The time zone established here will be reflected in time stamps on when records are created or modified, when reports are created or run, etc.

  • Field Format: Here you can designate that you would like access to form fields in US, Canada, or UK format.

  • When creating new records via linking, open in: You may select how new records will open via the linking field, "New Tab" or "New Window." This will apply to all linking fields across the entire database.

  • Logout URL: Allows a specific URL to be designated as the webpage that all users will be redirected to upon logout. If no Logout URL is specified, users will automatically be redirected to the Apricot login page. The use of a Logout URL is recommended for databases utilizing the Secure Web Form feature, so that the individual creating the record will be redirected to a more familiar environment upon logout. To learn more about this setting, click here.

  • Homepage Title: The primary header on the "My Apricot" page can be modified to better reflect the needs of your organization.

  • IP Allowlist (IP Whitelist): Allows the Apricot instance to only be accessed from designated IP address(es) entered here. Attempting to access the Apricot from an IP address not included in this designated list will result in a failure to complete the login process. To add a new IP address to the allowlist/whitelist, type it into the blank text box and click Add. To remove an address, click the x next to the IP address.

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