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Amicus Training

Amicus Training course timetable

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Mon 16 Sep – Mon 2 Dec

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[ No events on Mon 16 Sep ]

September 2019

Wed 18
Amicus Finance overview Finished 11:30 - 12:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

For users unfamiliar with the Finance module in Amicus, this overview will cover many of the major areas that are used by gift services professionals. We will look at the work that you do in your team and how it benefits the users of this area in Amicus. We will cover the following areas:

  • Batch
  • Pledges
  • Gifts in Kind
  • Destination codes
Thu 19
Yellow Box Searching - Event List management new Finished 14:00 - 15:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

Yellow Box Searching is 'advanced searching' in Amicus. You can use it to find specific selections of data or contacts from within Amicus. Many Amicus users use yellow box search in the first step to creating a mailing or inviting contacts to an event.

This session will be aimed at specific users within CUDAR. You will be generating yellow box searches, then using a specific event report, to export the data into excel.

Mon 23
Amicus Events overview new Finished 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

For users unfamiliar with the Events module in Amicus, this overview will cover many of the major areas that are used by event professionals. We will look at the work that you do in your team and how it benefits the users of this area in Amicus. We will cover the following areas:

  • Sync between Amicus Online (Civi CRM) and Amicus CRM
  • Booking contacts
  • Mailing contacts for an event

October 2019

Tue 1
Amicus - For new starters Finished 13:30 - 15:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the foundation knowledge required to get you started using Amicus. The following topics are covered in the course:

  • An overview of Amicus and it's uses
  • How to log in and navigate
  • Viewing contact and prospect records
  • How to update biographical details
  • A look at contact preferences
  • How to run reports
Thu 3
Introduction to Amicus for new College starters Finished 15:00 - 17:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the following:

  • How to log into Amicus
  • How to navigate around the system and useful shortcuts
  • How to view alumni and donor details
  • How to add a contact report
  • How to view a shared prospect group and associated reports

You will have access to Amicus throughout training with plenty of opportunity to follow along in the system and complete some exercises.

Wed 9
Yellow Box Searching - Event List management new CANCELLED 14:00 - 15:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

Yellow Box Searching is 'advanced searching' in Amicus. You can use it to find specific selections of data or contacts from within Amicus. Many Amicus users use yellow box search in the first step to creating a mailing or inviting contacts to an event.

This session will be aimed at specific users within CUDAR. You will be generating yellow box searches, then using a specific event report, to export the data into excel.

Thu 10
Yellow Box Searching - Event List management new CANCELLED 14:00 - 15:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

Yellow Box Searching is 'advanced searching' in Amicus. You can use it to find specific selections of data or contacts from within Amicus. Many Amicus users use yellow box search in the first step to creating a mailing or inviting contacts to an event.

This session will be aimed at specific users within CUDAR. You will be generating yellow box searches, then using a specific event report, to export the data into excel.

Wed 16
Introduction to Amicus for new College starters Finished 10:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the following:

  • How to log into Amicus
  • How to navigate around the system and useful shortcuts
  • How to view alumni and donor details
  • How to add a contact report
  • How to view a shared prospect group and associated reports

You will have access to Amicus throughout training with plenty of opportunity to follow along in the system and complete some exercises.

Thu 17
Amicus - For new starters Finished 15:00 - 17:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the foundation knowledge required to get you started using Amicus. The following topics are covered in the course:

  • An overview of Amicus and it's uses
  • How to log in and navigate
  • Viewing contact and prospect records
  • How to update biographical details
  • A look at contact preferences
  • How to run reports
Mon 21
Amicus Volunteers overview new Finished 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

For users unfamiliar with the Volunteer module in Amicus, this overview will cover many of the major areas that are used by volunteer professionals. We will look at the work that you do in your team and how it benefits the users of this area in Amicus. We will cover the following areas:

  • Activity
  • Opportunities
  • Creating a Volunteer
Tue 22
Introduction to Amicus for new College starters Finished 10:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the following:

  • How to log into Amicus
  • How to navigate around the system and useful shortcuts
  • How to view alumni and donor details
  • How to add a contact report
  • How to view a shared prospect group and associated reports

You will have access to Amicus throughout training with plenty of opportunity to follow along in the system and complete some exercises.

Yellow Box Searching - Event List management new CANCELLED 14:00 - 15:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

Yellow Box Searching is 'advanced searching' in Amicus. You can use it to find specific selections of data or contacts from within Amicus. Many Amicus users use yellow box search in the first step to creating a mailing or inviting contacts to an event.

This session will be aimed at specific users within CUDAR. You will be generating yellow box searches, then using a specific event report, to export the data into excel.

November 2019

Mon 18
Amicus Reports overview new CANCELLED 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

For users unfamiliar with the reports area in Amicus, this give you a quick overview of how reports are used in Amicus. We will look at the work that you do in your team and how it goes towards generating valuable reports used by all users of Amicus We will cover the following areas:

  • Amicus Reporting Services
  • Dashboard
  • The report button within Amicus
Mon 25
Amicus - For new starters Finished 09:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the foundation knowledge required to get you started using Amicus. The following topics are covered in the course:

  • An overview of Amicus and it's uses
  • How to log in and navigate
  • Viewing contact and prospect records
  • How to update biographical details
  • A look at contact preferences
  • How to run reports
Tue 26
Master Time and Focus new Finished 11:00 - 12:00 Trinity Hall, Wyng Gardens

In this 1 hour session learn;

  • Establish a method that works for you to enhance focus for the most important work (Deep Work)
  • Reduce distraction and prioritise more effectively
  • Establish one daily Protective Pause, to relieve stress, reduce self criticism and strengthen resilience - mini mindfulness
  • Create the space to recognise your achievements each day - increase self awareness and confidence

The Benefits:

  • Protect yourself from distraction to enhance focus
  • Plan effectively to spend more time on Deep Work (the stuff that matters) and less time on Shallow Work (overwhelming admin)
  • Protect time for higher cognitive tasks - the challenging stuff
  • Create valuable perspective to respond more effectively

Enhance focus, reduce stress and strengthen resilience. All techniques proven by science.

December 2019

Mon 2
Amicus Reports overview new Finished 10:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

For users unfamiliar with the reports area in Amicus, this give you a quick overview of how reports are used in Amicus. We will look at the work that you do in your team and how it goes towards generating valuable reports used by all users of Amicus We will cover the following areas:

  • Amicus Reporting Services
  • Dashboard
  • The report button within Amicus