Maximizing Efficiency with Apricot Bulletins: Unlock the Full Potential

Apricot offers many tools to help organizations improve workflow, and one of the most powerful but underutilized is the Apricot Bulletins feature. Here, we explore the key benefits of using both HTML and Report Bulletins in Apricot and how they can significantly enhance your users’ experience.    What Are Apricot Bulletins?  Apricot Bulletins are the … Read more

Preparing for Case File Audits in Apricot

Have you ever felt that sinking feeling in your stomach when you find out that your program is about to be audited? Have you ever had to mentally prepare yourself to spend endless hours gathering documentation? Preparing for a case file audit can be daunting. Fortunately, Apricot provides multiple ways to efficiently locate and print … Read more

User-Friendly Revolution: Enhancing the UX of Apricot

Apricot is more than just a tool; it’s a solution tailored to meet the unique needs of nonprofit organizations. However, maximizing its potential sometimes requires adjustments to ensure it aligns perfectly with your organization’s workflows and objectives. At Treadwell, we specialize in helping nonprofits like yours optimize their Apricot experience for maximum efficiency and user … Read more

Elevating Apricot and ETO with Low-Code Integrations and APIs 

Apricot and ETO stand out as exemplary tools designed to meet the unique needs of nonprofit organizations. They offer comprehensive solutions for tracking and improving community impact. These platforms are already equipped with a wealth of features that empower nonprofits to achieve their mission with greater efficiency.  However, like all of the best products in … Read more

Unlocking Success with ETO and Apricot

The key to unlocking the potential of ETO and Apricot lies in strategic investment in implementation, maintenance, and reporting. Let’s delve into why these aspects are critical for the success of your organization.    1. Implementation Strategy for ETO and Apricot: A Solid Foundation  Implementing a nonprofit performance management system (such as ETO and Apricot) … Read more

6 Must-Know Tips to Clean your Apricot & ETO Data

Nonprofit organizations often rely on robust data management systems to track participants, donors, and other critical information. However, over time, these systems can become cluttered, hinder data accuracy and staff productivity. Duplicate records, unused forms, outdated workflows, and other inefficiencies are just some examples. We encourage organizations using Bonterra’s Apricot or ETO to engage in … Read more

Managed Services: Should you hire someone to monitor your Apricot and ETO?

Nonprofits implement performance management CRMs, such as ETO and Apricot, or the critical purpose of measuring and improving their impact with clients and communities. But in a resource-restrained environment, cost is always a major limiting factor.    How should a nonprofit budget their limited resources to maximize their return? Many organizations choose to outsource some … Read more

5 Methods to Leverage Apricot Intake Forms

Apricot Intake Forms allow your clients to submit a form using a link directly from your website or email, putting their information directly into your Apricot system. It’s the simplest tool to get information directly into Apricot for your staff. But… Intake Forms can be used for so much more than just intake of new … Read more

Apricot’s Closed Loop Referrals

Apricot users can now refer program participants directly from your Apricot system to another partner Apricot system. (and receive them too!) This is one that Social Solutions kept very close to the vest while they developed a functionality that organizations will be clawing to get their hands on as quickly as possible. With the Apricot’s … Read more