Apricot Core

Getting to know the product took a while. Especially when it comes to the more complicated features. I did not go to boot camp because my organization could not afford it. It would be nice if that training were more reasonably priced. I have been able to build a database that suits all of our needs. I find the reporting to be lacking. When it comes to donors and community engagement, reporting is critical. Core does not have the ability to customize a report and it's embarrassing to say "Apricot can't do that" considering the price we pay. Our setup is a Household and then linked Client Profiles for each household member. I use the auto populate field for all household information that is going to stay the same for each household member. I also use the import tool a lot when we have a mass change that needs to be applied to many of our clients. Auto Populate and imports don't work together.

This software was very easy to learn and use. Direct Care workers had no issues with entering notes and data. Reports were easy to build and even easier to manage. The one drawback was that two people could be in a document at the same time and sometimes one would over-write the other's data accidentally. But we developed a work-around for that. It was very easy to export data into Excel for further analysis.