9 articles
Creating and Editing Records
Creating Records as an AdministratorUsing the Programs Badge when creating a record to control which program the record is assigned to
Filling Out a Record
Multiple Users Editing the Same Record
Best Practices: Duplicate CheckThis article outlines how the Duplicate Check feature prevents users from entering the same information into a Tier 1 record twice.
Troubleshooting: Duplicate Record WarningAn Apricot database is equipped with security measures to stop users from entering the exact same information in two different places.
Create Tier 2 RecordsThis article explains how to create a new Tier 2 record.
Duplicate Check on Tier 2 Records
Batch Records ToolThe Batch Record Tool in Apricot is designed to allow users to create Tier 2 records for more than one Tier 1 record at one time.