Tools for managing Sites, Programs, features, users, and data
73 articles
Apricot Administrator Overview
Understanding Apricot Settings
How do I manage password and login settings for users?
How do I change when a user's session times out due to inactivity?
What a la carte features are available in Apricot?
How do I manage general configuration settings in Apricot?
How do I configure a custom logout URL?
How do I manage accessibility settings in Apricot?
How do I view how much data my Apricot database is using?
How do I upload my organization's logo to my Apricot database?
How do I view what version of Apricot I'm running?
Understanding Program Enrollments
What are program enrollments in Apricot?Enrollments will enhance the participant enrollment and exit experience through standardized data collection
What is the difference between program assignments and program enrollments?"Programs" in Apricot have a different function than the programs your organization offers.
Understanding Bulletins
How do I create an HTML bulletin?Apricot bulletins allow Administrators to create a message that can be shared on the My Apricot tab landing page.
How do I create a report bulletin?
How do I add an image to a bulletin?
FAQs: Bulletin Best Practices
Understanding Referrals
How do I create a new internal referral?Internal Referrals map a client’s journey through Apricot and allow users to collaborate across service areas.
Understanding Workflows
How do I give users access to a workflow?This article goes over the Permissions needed for Apricot Users to have access to Workflows.
WorkflowsThis guide will walk you through how to use the Apricot Workflows module.
Understanding Rules and Alerts
How do I create a new rule for alerts?This article covers Rules & Alerts, a feature available for Core and 360 sites
Video: Enabling Rules and AlertsThis video provides instruction on how to enable Rules and Alerts in Apricot.
Video: Time-Based Alerts OverviewThis video provides an overview of Time-Based Alerts, available now for Apricot 360 Clients
Video: Configuring Time-Based Alerts
Understanding Site and Program Management
What are dashboards in Apricot?This article provides a general overview on the Dashboards feature in Apricot.
How do I use the Attendance Dashboard?This document covers the Attendance Dashboard (formerly Apricot Insights Dashboard).
What is the School Performance tab?Apricot 360 organizations working in the youth development vertical now have visibility into student data with the School Performance Tab.
Video: Census Data DashboardThis video provides an overview of the Census Data Dashboard in Apricot.
Video: Census Data In Document FoldersThis video shows Admin how to enable address fields for Census Data and how to view Census Data in the Document Folder.
Video: Inventory Management Overview
Understanding Apricot Import Tool
How do I prepare my data for the Import tool?
How do I create multiple Tier 1 records with the Import tool?
How do I create multiple Tier 2 records with the Import tool?
How do I update multiple Tier 1 records with the Import tool?The import tool can be used to transfer data from Excel files or from a historic database into Apricot.
How do I update multiple Tier 2 records with the Import tool?
How do I import links between records?
How do I undo an import with the Import tool?After you have completed an import, you can "revert," or undo, it and remove the records or links you have imported.
Universal Address Lookup Field Mapping for ImportsThis article addresses the inconsistencies with the Universal Address Lookup subfield names and the field names displayed by the Import Tool
Understanding Data Management
How do I merge document folders for duplicate Tier 1 records?This tool allows duplicate Tier 1 records to have their document folders merged, combining them into one document folder
How do I upload documents for my users to access in Apricot?
How do I view a record's audit history?
How do I restore archived records?This article outlines how to locate and restore records that have been archived in your database.
How do I export a form's data without building a report?The Data Archives allow an Administrator to export data out of Apricot (one form at a time) without building a report.
How do I use an Apricot Sandbox database?A Sandbox is a secondary database in which Administrators can conduct testing or training without making changes in their live site.
What backup, import, and export options are available for my Apricot data?This article reviews available features or services for backing up, importing and/or exporting data in Apricot.
FAQs: Apricot API IntegrationThis living document provides answers for common questions regarding Apricot's API integrations.
FAQs: SFTP for Automated Import
FAQs: SQL Database ExportsThis living document provides answers for common questions regarding recurring and one-time Apricot database exports.
Understanding Apricot Connect
What is Apricot Connect?This document outlines the second release of Connect capabilities for Apricot Core and 360 customers.
What can participants see in Apricot Connect?A brief overview of what Participants will see in their Connect Portal and how to change their password.
How do I create a new intake form for Connect?Intake uses a Tier 1 Standard Form from your database to build an Intake Form. It's available to Apricot Core, Apricot 360, AFF, and AVS.
Which form fields are supported in Connect?This is a list of supported and unsupported fields in Connect with other limitations
How do I register participants in Connect?This article will cover how to register participants in Connect.
How do I disable or archive participants in Connect?Clarifying the difference between disabling and archiving Connect Participants, and providing instructions on how to do so
How do I assign standard users Connect access?
FAQs: Apricot ConnectWe hosted a webinar related to Connect and consolidated the most common questions asked during the presentation within this article
Video: Apricot Connect Set-UpThis video reviews how to setup Connect for Apricot.
Video: Direct Messages in ConnectThis video reviews sending Direct Messages, both via email and text, in Connect.
FAQs: Troubleshooting Connect for ParticipantsAdministrators can go through these steps with their Connect Participants directly to help troubleshoot basic errors
Understanding Apricot Schedule and Calendars
How do I configure Apricot Schedule?Introducing Apricot Schedule! Apricot Schedule is redefining how appointments are created and conducted in your day-to-day operations.
How do I integrate Outlook with Apricot Calendars? (Legacy)With the Calendar tool, you can view Outlook calendars' availability from Apricot and add Outlook appointments when filling out records.
How do I integrate Gmail with Apricot Calendars? (Legacy)This article outlines how to add and use a Gmail calendar within Apricot forms/record creation.
How do I use the Scheduler field in a record? (Legacy)The scheduler field, which can be added to a form for data entry, can be used with an integrated calendar to verify a user's availability.