Apricot

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120 articles in this collection
Written by Taylor Roderick, Mason Small, Andrew Currens and 1 other
Form Design and Record Creation

Imports Tool

The Apricot Imports Tool is a premium feature that allows data from an Excel spreadsheet in .csv format to be inserted into the database.
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Written by Mason Small
Updated over a week ago

Print and Export Individual Records

This article covers the Print feature within Apricot
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Written by Taylor Roderick
Updated over a week ago

Lock Records

The Record Lock feature allows specific records to be locked or made "read-only", which locks the data as is, preventing edit by users.
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Written by Taylor Roderick
Updated over a week ago

Advanced Linking: Same Folder Linking

Same Folder Linking feature provides the option to connect Tier 2 records within the same Tier 1 folder.
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Written by Taylor Roderick
Updated over a week ago

Google Calendars - Integration

This article outlines how to add and use a gmail calendar within Apricot forms/record creation.
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Written by Mason Small
Updated over a week ago

Date and Time Fields

Here we will go over date, dropdown date and time fields, and will also cover the scheduler field.
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Written by Mason Small
Updated over a week ago

Batch Records Tool

The 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.
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Written by Mason Small
Updated over a week ago

Template Library

The Template Library offers a selection of pre-designed forms that may be used to begin designing a form for your users to access.
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Written by Mason Small
Updated over a week ago

Favorites Lists

The Favorites List Tool is a time-saving feature that allows groups of records to be stored in a list for later use and reference
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Written by Mason Small
Updated over a week ago

Creating Records with a Registration Grid

This article covers how to enter data using a Registration Grid
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Written by Taylor Roderick
Updated over a week ago

Import Update Tier 1 Records

The import tool can be used to transfer data from Excel files or from a historic database into Apricot.
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Written by Mason Small
Updated over a week ago

Calendars and the Scheduler Field

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.
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Written by Mason Small
Updated over a week ago

Guest Users in Need of Technical Support

This guide details some best practices for guest users who need assistance with Apricot.
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Written by Taylor Roderick
Updated over a week ago

Update Tier 2 Records

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Written by Mason Small
Updated over a week ago

AVS: Changing Available Options in Dropdown Menus

This article outlines specific dropdown menu functionality for users of Apricot For Victim Support (AVS)
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Written by Mason Small
Updated over a week ago

Filling Out a Record

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Written by Mason Small
Updated over a week ago

Referrals

Referrals map a client’s journey through Apricot and allows users to collaborate across service areas.
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Written by Mason Small
Updated over a week ago

Best Practices: Duplicate Check

This article outlines how the Duplicate Check feature prevents users from entering the same information into a Tier 1 record twice.
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Written by Mason Small
Updated over a week ago

Form Logic

With form logic, you can conditionally show and/or require fields based on data entered into other fields on the current form.
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Written by Robyn Bingham
Updated over a week ago

Data Archives

The Data Archives allow an Administrator to export data out of Apricot (one form at a time) without building a report.
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Written by Mason Small
Updated over a week ago

Queries

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Written by Mason Small
Updated over a week ago

Import Links

Linking records is a way to create a connection between two records that would otherwise not have a relationship to each other.
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Written by Andrew Currens
Updated over a week ago

Special Field Properties

This article will discuss properties applicable to only some special fields.
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Written by Mason Small
Updated over a week ago

Form States

A form within Apricot can exist in four different states: unpublished, published, modified and inactive.
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Written by Andrew Currens
Updated over a week ago

Apricot Data Entry: Table of Contents

Help Documents for Data Entry in Apricot
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Written by Andrew Currens
Updated over a week ago

Dynamic Fields

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Written by Andrew Currens
Updated over a week ago

Demographic Fields

Fields govern how data is collected and reported on in Apricot. A diverse selection of fields is available in Form Designer.
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Written by Andrew Currens
Updated over a week ago

Lookup List

Apricot offers a variety of option fields that can be added to any form for data collection - like checkbox, dropdown, radio button, etc.
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Written by Andrew Currens
Updated over a week ago

Text Fields

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Written by Robyn Bingham
Updated over a week ago

Copying Records

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Written by Robyn Bingham
Updated over a week ago

Document Folder

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Written by Robyn Bingham
Updated over a week ago

Deleting Records

*Note* - must be logged into Apricot to follow any links in this article
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Written by Robyn Bingham
Updated over a week ago

Upload Fields

A diverse selection of fields are available in Form Designer, some tailored to correctly collect very specific kinds of data.
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Written by Andrew Currens
Updated over a week ago

Record Search

Apricot provides a variety of ways to search for records
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Written by Robyn Bingham
Updated over a week ago

Editing Forms

Apricot forms can be edited at any time.
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Written by Andrew Currens
Updated over a week ago

Linking Records

Linking allows you to create connections between records in Apricot
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Written by Robyn Bingham
Updated over a week ago

How to Design Forms: Table of Contents

*Important* - You must be logged into Apricot in order to access the links below.
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Written by Robyn Bingham
Updated over a week ago

What is in a Form?

Forms are created to gather data in your Apricot database.
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Written by Andrew Currens
Updated over a week ago

Linking Fields

Fields govern how data is collected and reported on in Apricot.
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Written by Andrew Currens
Updated over a week ago

Advanced Linking: Wizard-Style Linking

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Written by Andrew Currens
Updated over a week ago

Import: Create Tier 2 Records

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Written by Andrew Currens
Updated over a week ago

Special Fields

Here we will go over special fields such as address lookup, email trigger, labels, record lock, signature and user creation.
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Written by Robyn Bingham
Updated over a week ago

Secure Web Form

The Apricot Secure Web Form tool allows Administrators to create a direct URL that provides direct access to a data entry form.
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Written by Robyn Bingham
Updated over a week ago

Standard Properties for Fields

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Written by Andrew Currens
Updated over a week ago

Registration Grid

The registration grid allows an Apricot user to create multiple Tier 2 records for multiple Tier 1 records at the same time
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Written by Robyn Bingham
Updated over a week ago

Creating and Editing Records

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Written by Andrew Currens
Updated over a week ago

Adding and Removing Fields in a Form

How to add and remove fields from forms in Apricot
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Written by Robyn Bingham
Updated over a week ago

Calculation Fields

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Written by Andrew Currens
Updated over a week ago

Import: Create Tier 1 Records

The Apricot Imports tool allows information pertaining to multiple records to be entered and saved at one data entry point.
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Written by Robyn Bingham
Updated over a week ago

Option Fields

Fields govern how data is collected and reported on in Apricot. A diverse selection of fields is available in Form Designer.
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Written by Robyn Bingham
Updated over a week ago

Email Trigger

Email triggers automatically notify users and others via email when records are created or updated in Apricot.
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Written by Robyn Bingham
Updated over a week ago

Document Folder Merge Tool

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Written by Andrew Currens
Updated over a week ago

Creating Forms

Form Designer allows Administrators to create and edit forms, which are used to collect data. Forms can be created or edited at anytime.
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Written by Andrew Currens
Updated over a week ago

Linking

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Written by Andrew Currens
Updated over a week ago

Auto Populate

Auto Populate is a linking field type which enables you to pull data from an originating record onto a different record.
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Written by Robyn Bingham
Updated over a week ago

My Apricot Tools

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Written by Andrew Currens
Updated over a week ago
Access and Permissions

Adjusting Access

Within Apricot, program assignments can be configured en masse from the records search page.
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Written by Mason Small
Updated over a week ago

Add New Users

The information below is a general overview of the user management elements available to an Apricot Administrator
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Written by Mason Small
Updated over a week ago

User Lock-Out

A user may become locked out of their Apricot account until it is unlocked by following specific steps in order to verify their identity.
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Written by Mason Small
Updated over a week ago

Apricot Payment Portal

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Written by Mason Small
Updated over a week ago

Calendar Integration with Exchange (Outlook)

With the Calendar tool, you can view Outlook calendars' availability from Apricot and add Outlook appointments when filling out records.
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Written by Mason Small
Updated over a week ago

User Information and User Preferences

Your personal user information is found in the top right corner of every Apricot page.
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Written by Andrew Currens
Updated over a week ago

Granting Administrative Functions

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Written by Mason Small
Updated over a week ago

Adding and Managing Users

A user is an individual authorized to access your Apricot database. Administrators may adjust user access as needed.
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Written by Robyn Bingham
Updated over a week ago

Limiting or Granting User Access

User access can be limited or granted by outlining which forms, reports and bulletins a user can see within the system.
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Written by Andrew Currens
Updated over a week ago

Managing Users and Access

Reference material for managing Apricot users and their access to Apricot
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Written by Robyn Bingham
Updated over a week ago

User Record Level Access (User RLA)

Apricot administrators may restrict standard users' access to particular forms, records, reports, and bulletins.
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Written by Robyn Bingham
Updated over a week ago

Programs

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Written by Robyn Bingham
Updated over a week ago

Advanced Report Features: Limit

The "Limit" feature in the Report Builder can display records that were created earliest (first created) or most recently (last created).
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Written by Andrew Currens
Updated over a week ago

Form Permissions

The Form Permissions feature allows Apricot Administrators to see which Programs/Permission Sets can manipulate records of that form
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Written by Robyn Bingham
Updated over a week ago

Guest User Access

Guest User Access is a feature that allows non-staff or community members to become Apricot users with extremely limited access.
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Written by Robyn Bingham
Updated over a week ago
Reading and Running Reports

Matches Any Of and Matches Any Option

This article will cover Matches Any Of and Matches Any Option filter statements
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Written by Taylor Roderick
Updated over a week ago

Comparison Filters

Comparison filters allow you to compare data within two columns and to filter the comparison of those two columns.
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Written by Taylor Roderick
Updated over a week ago

Add Multiple Columns and Auto Run

This article covers Add Multiple Columns and Auto Run settings within Apricot's Report Builder
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Written by Taylor Roderick
Updated over a week ago

Copy Reports and Report Sections

This article discusses the copy function in Apricot's Report Builder
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Written by Taylor Roderick
Updated over a week ago

Editing Reports

Apricot makes it easy to edit existing reports.
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Written by Taylor Roderick
Updated over a week ago

Report Counts

Apricot's Report Builder has a strong quantitative component and allows for several levels of counts.
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Written by Mason Small
Updated over a week ago

Raw SQL Reports

This article covers the premium feature, Raw SQL Reports.
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Written by Taylor Roderick
Updated over a week ago

Creating a New Aggregate Report

Step by step instructions for creating a new aggregate report containing a new grid.
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Written by Taylor Roderick
Updated over a week ago

Global Values

A Global Value is a filter that can be applied to the entire page of a report.
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Written by Mason Small
Updated over a week ago

Advanced Report Features: Required

This feature in the Apricot Report Builder can display records that have been filled out or identify those that have not yet been completed
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Written by Mason Small
Updated over a week ago

Report Properties

Report properties govern the way reports select and filter data from your Apricot database.
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Written by Mason Small
Updated over a week ago

Aggregate Report Builder: Introduction

The Aggregate Report Builder is a premium add-on tool that allows you to create reports showing a high-level or summary view of your data.
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Written by Mason Small
Updated over a week ago

Group Filters

Using a group filter can help you pinpoint very specific data in a very large data set.
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Written by Mason Small
Updated over a week ago

Commonly Used Custom Expressions

Custom Expressions can be used to change how data is reflected in reports
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Written by Mason Small
Updated over a week ago

Aliases

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Written by Mason Small
Updated over a week ago

Reporting with Multiple Tier 2 Forms and Linking Fields

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Written by Mason Small
Updated over a week ago

Summary Columns

Apricot's Report Builder has special summary columns that allow you to pull summaries from one section of a report to another.
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Written by Mason Small
Updated over a week ago

Exporting Reports

Reports can be exported into a spreadsheet from both the My Reports screen and the run version of the report itself.
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Written by Mason Small
Updated over a week ago

Outcomes

The Apricot Outcomes tool allows you to incorporate your organization's outcome goals and performance targets into your reports.
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Written by Mason Small
Updated over a week ago

Running Reports

After reports have been created and published, they can be run at any time to view the refined data.
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Written by Mason Small
Updated over a week ago

Section Properties in Reports

This section will provide you with a tour of how you can access properties to adjust the information displayed for different report sections
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Written by Mason Small
Updated over a week ago

How to Build Reports: Table of Contents

Help Documents for Building Reports in Apricot.
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Written by Andrew Currens
Updated over a week ago

Building Reports - Apricot

Apricot's Report Builder tool allows you to create and edit reports.
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Written by Robyn Bingham
Updated over a week ago

Graphs

The graphing feature in Apricot's Report Builder allows Administrators to create graphs that can track up to 50 data points at a time.
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Written by Robyn Bingham
Updated over a week ago

Grouping in Reports

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Written by Robyn Bingham
Updated over a week ago

Column Properties

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Written by Andrew Currens
Updated over a week ago

Comparison Reporting

Comparison reporting allows the Apricot Report Builder to compare data that has been collected in different records of the same form.
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Written by Robyn Bingham
Updated over a week ago

Viewing and Reading Reports

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Written by Robyn Bingham
Updated over a week ago

Custom Expressions

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Written by Andrew Currens
Updated over a week ago

Calculation Columns

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Written by Andrew Currens
Updated over a week ago

Filtering Reports

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Written by Andrew Currens
Updated over a week ago
Information for Apricot Administrators

Account Information

This article will cover the Account Information section located within the Administrator tab.
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Written by Taylor Roderick
Updated over a week ago

Support Packages

This article covers our different support packages and what is included for each.
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Written by Taylor Roderick
Updated over a week ago

Health Regimens

The Apricot Health Regimens program is a special set of tools designed to help you keep your Apricot happy and healthy.
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Written by Mason Small
Updated over a week ago

Record Audit and Record History

The Record Audit feature allows Administrators to access past versions of records and restore earlier versions of records.
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Written by Taylor Roderick
Updated over a week ago

Building a Record ID-Based Report for Importing Data

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Written by Mason Small
Updated over a week ago

Apricot 2018 Monthly Maintenance Schedule

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Written by Mason Small
Updated over a week ago

Tabs

The tabs across the top of your Apricot allow you to access different parts of the software.
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Written by Mason Small
Updated over a week ago

Contacting the Apricot Support Team and Using the Help Center

How to use Apricot's help center
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Written by Robyn Bingham
Updated over a week ago

Bulletins

Apricot bulletins allow Administrators to create a message that can be shared on the My Apricot tab landing page.
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Written by Robyn Bingham
Updated over a week ago

Apricot Settings

Reference the number of user licenses, the list of a la carte features, general configuration settings, usage statistics, & your logo.
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Written by Andrew Currens
Updated yesterday

Whitelisting SSG Emails

Sometimes anti-spam systems are stringent and will filter or block messages, even though they contain pertinent information for our users.
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Written by Andrew Currens
Updated over a week ago

Database Management: Table of Contents

Help documents for managing the Administrative setting in Apricot.
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Written by Andrew Currens
Updated over a week ago