Amicus Training course timetable

This session is a working session to help you use yellow box searching for your own data requests. We will cover:

• Creating a search
• Checking the results
• Saving the search

This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!

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 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 is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!

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 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 course will go through the system steps to creating a volunteer in Amicus:

• How to create volunteers and opportunities and activities
• Assigning volunteers to an opportunity and document checks
• Creating a board or committee
• Withdrawing or deactivating a volunteer
• Overview of coding a speaker

This is an interactive overview session led by departments, showcasing how they are using Amicus and where you can view information that may be useful to you in your role. Tea, cake and scones will be provided.

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

This is an interactive overview session led by departments, showcasing how they are using Amicus and where you can view information that may be useful to you in your role. Tea, cake and scones will be provided.

This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!

This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!

This course will go through the system steps to creating a volunteer in Amicus:

• How to create volunteers and opportunities and activities
• Assigning volunteers to an opportunity and document checks
• Creating a board or committee
• Withdrawing or deactivating a volunteer
• Overview of coding a speaker

This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!

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

• Alumni groups
• Boards
• Committees

This is an interactive overview session led by departments, showcasing how they are using Amicus and where you can view information that may be useful to you in your role. Tea, cake and scones will be provided.

This is an interactive overview session led by departments, showcasing how they are using Amicus and where you can view information that may be useful to you in your role. Tea, cake and scones will be provided.

This is a bespoke 1-2-1 session with an Amicus trainer. The agenda is yours!

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
• Writing letters and emails
• Managing contact preferences
• How to run reports

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
• Writing letters and emails
• Managing contact preferences
• How to run reports