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Help Articles
Overviews and how-tos for working in Apricot and its features
369 articles
General FAQs and Best Practices
Getting started and general tips when working in Apricot
Equipment Needed to Access ApricotBCM is a web-based database. To access Apricot, you need a computer with internet access and an up-to-date internet browser.
How to Check Your Internet Speed
Clearing Cache and Cookies
Taking a ScreenshotInstructions to take a screenshot.
Allow-listing Email Addresses#allowlist #whitelist #welcomelist
Accessing Apricot with a VPNAccessing Apricot abroad
Apricot GlossaryView common Apricot terms in the Glossary below.
Translating Apricot Pages Using Google TranslateThis article covers the configuration of Google Translate settings for users whose native language differs from that used in your Apricot
Navigation Options - Tab OrderUsers can navigate Bonterra Case Management for data entry using tab and other keyboard functions
Opening the Error ConsoleIf Support needs more information to identify an error, they may ask you to open the error console on your browser and take a screenshot.
Apricot TabsThe tabs across the top of your Apricot allow you to access different parts of the software.
Using Apricot PalettesPalettes or menus show the actions that are available on many Apricot pages. The actions are tailored to the specific page.
Dashboard Bulletins
How to Locate a Record ID in ApricotThis article covers how to find any Record's ID when working in Apricot
Access and Permissions
Logging in and managing user and data access across Apricot
Forms and Records
Viewing, creating, and editing forms and records
Articles for Administrators
Tools for managing Sites, Programs, features, users, and data
Database Administrator | Table of ContentsHelp articles for managing the Administrator settings in Apricot
Apricot Security and Hosting
My Apricot Tools
Apricot Ideas PortalLet the Product and Development Teams know what features you would like to see in Apricot.
VIDEO | Inventory Management Overview
Apricot Native Reporting
How to use Apricot's native reporting tool
Apricot Results Reporting (ARR)
How to report on data with Apricot Results
Apricot Results | Scheduling Reports
FAQs | Automated Export from Results Reporting (Apricot to SFTP)An article intended to help customers who have enlisted, or are considering enlisting, Professional Services for help exporting through SFTP
Apricot Modules
Apricot for Homeless Services (AHS), Apricot for Violence Survivors (AVS), Apricot for Funders (AFF) (Legacy)
Apricot Essentials
Tools to get your Apricot Essentials site running and maintained
Apricot Data Entry: Table of ContentsHelp Documents for Data Entry in Apricot
Guide to Self-Implementing Apricot EssentialsThis guide is intended for clients who choose to self-implement in Apricot Essentials.
Apricot Essentials PortalAccess additional resources to help get you started with your Apricot Essentials Database.
Account InformationThis article covers the Account Information section located within the Administrator tab.
Add a New ClientAdd a new client record to your Apricot Essentials trial.
Health Regimens OverviewThe Apricot Health Regimens program is a special set of tools designed to help you keep your Apricot happy and healthy.
Essentials Health Regimen | Active Users
Essentials Health Regimen | Data Entry and Record Saves
Essentials Health Regimen | Publishing Forms
Essentials Health Regimen | Running Reports
Spotlight: Administrator Roles
Spotlight: Batch Records
Spotlight: Grouping and Graphing
Spotlight: Live Form Modifications