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Cambridge University Development and Alumni Relations course timetable

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Mon 22 Jul – Mon 18 Nov

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July 2019

Tue 23
Introduction to Amicus for new College starters CANCELLED 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.

Mon 29
Amicus Fundraising overview new Finished 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

For users unfamiliar with the Fundraising module in Amicus, this overview will cover many of the major areas that are used by development 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:

  • Contact Reports
  • Solicitation Cycles
  • Ratings
  • Legacies
  • Shared Prospects
  • Prospects and assigning fundraisers

August 2019

Tue 6
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.

Wed 7
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.

Fri 9
Yellow Box Searching - Event List management new Finished 10:00 - 11:30 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 12
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.

Fri 16
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 28
Amicus Finance overview new Finished 10:00 - 11:00 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 29
Amicus - For new starters Finished 14:00 - 16:00 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
Fri 30
Amicus - For new starters Finished 10:00 - 12:00 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

September 2019

Tue 10
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.

Wed 11
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.

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 [Places] 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 [Places] 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

Wed 9
Yellow Box Searching - Event List management new [Places] 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 [Places] 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 21
Amicus Volunteers overview new [Places] 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
Yellow Box Searching - Event List management new [Places] 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 [Places] 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