Title

Course Description

Audience

Duration

Keep Your Data Organized & Secure: Apricot Program Assignment Options

Covers Program Assignment options for new records and how to adjust Program Assignment for existing records to maintain data security.

Admins

45 min

Streamlining Staff Access to their Caseload

Learn how to set up the Caseloads feature to assign Participants to Users and help focus their attention and access.

Admins

45 min

Adding Summaries to Reports: Let Apricot Help You Analyze Your Data

Discover different summary options in Apricot Reporting to help tell the story of your impact.

Admins

45 min

How to Track Multiple Services in One Form

Learn an alternative to multi-select fields and checkboxes that allows for easy tracking and reporting on multiple services in one interaction.

Admins

45 min

Options for Tracking Attendance: How to Choose for Your Organization

Understand the different attendance tracking options in Apricot to pick what's right for your events, classes, and activities.

Admins

45 min

Making Forms Relevant with Conditional Questions

Learn our Form Logic feature to set up conditional questions and actions that help your staff collect the most relevant information.

Admins

45 min

When to Use Results Reporting: Comparison of Apricot Reporting Options

Understand the strengths of Results Reporting to know when to use this more robust tool versus Apricot Native Reporting

Admins

45 min

Setting Up Participant Portal: Connect & Engage with Key Audiences

Discover how our Connect and Direct Messaging features can help you engage and empower your Participants.

Admins

45 min

How to Create Dynamic Dropdowns with Smart Lists

Understand how to use Smart Lists for questions with a dynamic list of answer choices based on your own data.

Admins

45 min

How to Migrate to Role Based Permissions

Learn the benefits of our new Permissions and how to make the switch.

Admins

45 min