Bonterra Apricot Reviews & Product Details - Page 2

For those starting from scratch, the number of pre-made templates allow New forms to be implemented quickly. User-friendly Drag-and-Drop Interfaces allow easy database creation for those whom have an Idea of what they want to accomplish keeping track of. The Ability to use Form Logic to control the visibility of specific data fields depending on what is input into particular fields allow Forms to be made easier for the Daily Data-Entryist to be guided based on input. Support for Administrative users is Excellent, with live chat available during the daily support availability windows. Review collected by and hosted on G2.com.

For those already "In the Know" of how to Create / Maintain databases, BCM (Apricot) Can seem Highly restrictive without learning the workarounds. Data input forms cannot be customized with fields set in precise positions: They can be rearranged visually for Data-entry, but not precise enough for form-filling. Review collected by and hosted on G2.com.

Software is great. Just better hope nothing goes wrong! Review collected by and hosted on G2.com.

They tried to auto renew our contract for five years. Sent multiple emails to our "representative" no answer. Found out we have new rep, no answer! Filed TWO tickets for support, no answer. But they keep sending the invoice for payment and will not fix it to a one-year renewal.

Also.... what company has accounts worth thousands of dollars annually with no phone number to reach anyone?? Review collected by and hosted on G2.com.

Very easy to learn and navigate. Make a detailed case file for each participant. Review collected by and hosted on G2.com.

How to edit or change an entry. Have to go back and learn how to do this. Review collected by and hosted on G2.com.

I like the fact that it has a flow, for an intake and an exit from one step to another. Previously it was necessary to hunt and peck specific category in order to close out a client, or do an intake. It's very evident that the most recent changes in the last 3 to 4 months have helped tremendously. Review collected by and hosted on G2.com.

I find getting a external review or an external referral to input is still a daunting task. Once the initial steps on new client workflow have been satisfied I find it's very helpful, but there should be an better more adequate method to establish a clients ID in the system, a more user-friendly or more accessible method than what exists at this time Review collected by and hosted on G2.com.

It is easy to manage and work with the system. The more I used it the better I am at documenting the information I gathered from clients. I like that it is web-based so it allow me to work from multiple locations. Review collected by and hosted on G2.com.

Not sure if this will resonate with you, but I would like to move from one form to the next and not lose the information that I had placed in the previous form. Review collected by and hosted on G2.com.

Building reports and entering information is easy once it becomes clear how to use this tool.

The updates to some records have helped tremendously. Review collected by and hosted on G2.com.

Searches are really slow after 1 pm.

The total number of duplicate profiles is incredible, I would like a merge option to be available for admins locally, as this process takes weeks sometimes.

if the DOB is approximated or unavailable in the Tier one file, the ICI won't save unless I put a value in there, the problem is that someone later would need to come back and fix that DOB even if this information is never made accurate.

Searching for a name occasionally returns nothing, when creating a tier one profile, there will be a duplicate profile populated, why is it inconsistent in returning that profile?

Relationships, okay, sometimes if you click on the open this profile button it doesn't work unless you select the ICI and the person, other times its just buggy and will never populate, even if I copy the Record ID number and search that. Review collected by and hosted on G2.com.

We love the customizability of the database, and ability to create new forms and reports as our services evolve or new funder requirements arise. It has significantly streamlined the process of meeting our reporting requirements for grants. Staff find out very intuitive and user friendly. It is easy to onboard direct services staff with minimal end-user training. Review collected by and hosted on G2.com.

I wish the customer support were as customized as the database itself! At the basic support package level, support requests are text base and go to general customer support staff who are not familiar with the nuances of our customized database. Higher level support packages are prohibitively expensive. It would be SO helpful to have limited access to the original implementation specialist who knows the configured database best. Review collected by and hosted on G2.com.

We are able to develop and plan around what information we wish to gather and then build those forms and reports to reflect it. It puts it all in one place for all our employees to use and find - then when it comes time to write or re-write grants, can quickly pull the information out and apply it. Review collected by and hosted on G2.com.

When working with form logic, there isn't a shortcut. For example, I want to have the ability for an employee to say they worked with 10 people during an event. When they fill out the form and select 10 people, I had to manually go in and write the logic of opening 10 boxes. Each had to be true about 1 through 9 people as well. There is no way to duplicate the logic or have a repeat and each time was the exact same steps just choosing one difference, but having to do the first 4 steps the same nine times over. Review collected by and hosted on G2.com.

It is extremely easy to use, Bonterra makes taking case notes easy, that's what I like the best. Review collected by and hosted on G2.com.

I really can not think of a down side to using Bonterra, occassional once when you search for a profile, there is a little wait for the fields to populate. Review collected by and hosted on G2.com.

I like the customaztion of Bonterra 360. I find it easy to use and can adapt to meet our needs. There is a lot of features where we can incorporate and intergrate new agencies and data. I like tier 1 support they offer. Overall, we have multiple agencies wanting to use our site for our accuracy and the capaibility of tracking new fields. Review collected by and hosted on G2.com.

They could offer better features for form and report building. I wish we could actually delete items off the site but we cannot. I wish we could copy the same form entry for multiple clients. Remove unused links from forms. One change I would like to happen now is when you are editing reports - you do not have to click to expand the color customization and the form the field is from. They also take a long time to reply for invoice and some emails. Review collected by and hosted on G2.com.