All Amicus Training courses

This course covers the system steps required to add actions in Amicus:

• Adding an action
• Assigning actions
• Reminders
• Completing actions

This course covers the system steps in Amicus to add or update employment records:

• Adding employment
• Updating employment

This course covers the system steps to add a new contact record in Amicus:

• Create a contact
• Updating core biographical information
• Primary and secondary categories
• Data protection essentials

This course shows you how to create bespoke reports containing complex and detailed data sets.

This course covers the system steps and process for maintaining:

• Donor list
• Recognition groups
• VC letters

This course is a short refresher session of the Introduction to Amicus for new College starters course. This is ideal for anyone who completed the introductory course and either hasn't used Amicus since or would like some reminders of where to find essential information.

This course covers the system steps and process for processing gift acknowledgements within Amicus.

This course covers the system steps to adding and recording correspondence with individuals in Amicus:

• Writing a letter through Amicus
• Writing an email through Amicus
• Recording correspondence from individuals within Amicus

This course covers the system steps involved in creating and maintaining:

• Alumni groups
• Boards
• Committees

This course covers the system steps and process required when de-duping and merging records within Amicus.

This course covers the prospect management functionality within Amicus:

• Identifying a prospect in Amicus
• Wealth ratings in Amicus
• Due diligence data in Amicus

This course covers the system steps involved in creating solicitation cycles. The course gives you hands on experience of adding details for:

• Setting up a solicitation cycle
• Adding a purpose
• Adding a fundraiser
• Adding a strategy
• Requesting due diligence

This course covers the system steps required to record stewardship details in Amicus.

This course covers the system steps to add or edit biographical data in Amicus:

• Adding and editing addresses
• Adding and editing email and phone numbers
• Updating primary contact details
• Adding and editing other biographical information

This course covers the system steps required for updating deceased or gone-away information:

• Updating a record with deceased information
• Updating a record with gone-away information

This course covers the yellow box search functionality within Amicus:

• Creating simple data searches using yellow box searches
• Saving a search
• Transferring search data to a report
• Reporting rules and best practice

This session will be an introduction to Raiser's Edge, you will be able to search for records, add an individual and pick up key terminology used at CUDAR in relation to Raiser's Edge.