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19 matching courses
Courses per page: 10 | 25 | 50 | 100


Amicus Access Policy for All Amicus Users Self-taught Booking not required

This course will take no more than ten minutes to complete. There is a short assessment at the end of the course.

The course introduces the Amicus Access policy that supports how fundraising and alumni relations teams across Collegiate Cambridge, including affiliated groups and institutions, use the Amicus system.

You do not need sound for this course.

Amicus Events overview new Mon 23 Sep 2019   10:00 [Places]

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
Amicus Finance overview new Wed 28 Aug 2019   10:00 [Places]

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
Amicus Fundraising overview new Mon 29 Jul 2019   10:00 [Places]

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 assigned fundraisers
Amicus online - Adding a contact report Self-taught Booking not required

This online course will take you through adding a contact report in Amicus:

  • Adding an action
  • Adding a contact report
  • Editing a contact report
Amicus online - Adding education Self-taught Booking not required

This online course will take you through adding education in Amicus:

  • Locating education data tab
  • Adding education
  • Updating education
Amicus online - Adding interests Self-taught Booking not required

This online course will take you through adding interests in Amicus:

  • Decision point: Add to a contact record or prospect record?
  • Adding an interest to a contact record
  • Adding an interest to a prospect record
  • Updating interests
Amicus online - Create a limited info record Self-taught Booking not required

This online course will take you through adding a limited info record in Amicus:

  • Decision: when to add a limited information record?
  • Adding a limited information record
  • Updating a limited information record
Amicus online - How to get a standard report Self-taught Booking not required

This online course will take you through the steps to find a standard report in Amicus:

  • What reports are available as a standard report?
  • Locating reports
  • Downloading reports
Amicus online - Logging in and navigation Self-taught Booking not required

This online course takes you through the first steps of logging in to Amicus. It covers:

  • How to log in
  • Accessing help online
  • Customising your screen
  • Navigation from the main screen
  • Modules and ribbon bars
  • List view, table view, map view
  • Setting up favourites
  • Dashboards
Amicus online - Updating contact preferences Self-taught Booking not required

This online course will take you through updating contact preferences in Amicus:

  • Locating contact preferences data tab
  • Updating contact preferences
  • Data protection considerations
Amicus online - Viewing a contact record Self-taught Booking not required

This online course will take you through viewing a contact record in Amicus:

  • Searching for a contact record
  • Data tabs and what information is available
  • Navigating around the contact record
  • How to customise and filter columns within data tabs
Amicus online - Viewing a prospect record Self-taught Booking not required

This online course will take you through viewing a prospect record in Amicus:

  • Searching for a prospect record
  • Data tabs and what information is available
  • Navigating around the prospect record
  • How to customise and filter columns within data tabs
  • How to search and view contact reports
  • How to find giving information
  • Quick guide to the solicitation cycle screens
Amicus Reports overview new Mon 18 Nov 2019   10:00 [Places]

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
Amicus Volunteers overview new Mon 21 Oct 2019   10:00 [Places]

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
An overview of Amicus (online version) Self-taught Booking not required

This overview should take no more than 30 minutes to complete. You can view it as many times as you like, or complete certain sections and come back later.

This overview will showcase some of the benefits and give you a sneak peek of functionality within Amicus.

A short video with sound is included at the beginning of the overview. Headphones or speakers will be required for this part.

We hope you enjoy it.

Data Protection for Development and Alumni Relations Self-taught Booking not required

This course should take around 30 minutes to complete. It contains a short assessment at the end. You will need to correctly answer 7 out of 8 questions in order to pass. A pass score is required to gain access to Amicus.

The course covers the basics of the UK Data Protection Act required by fundraising and alumni relations staff across Collegiate Cambridge.

There is no sound in this course.

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.

2 other events...

Date Availability
Thu 15 Aug 2019 10:00 [Places]
Thu 12 Sep 2019 10:00 [Places]

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.

9 other events...

Date Availability
Wed 7 Aug 2019 14:00 [Places]
Tue 13 Aug 2019 14:00 [Places]
Wed 14 Aug 2019 14:00 [Places]
Tue 10 Sep 2019 14:00 [Places]
Wed 11 Sep 2019 14:00 [Places]
Thu 19 Sep 2019 14:00 [Places]
Wed 9 Oct 2019 14:00 [Places]
Thu 10 Oct 2019 14:00 [Places]
Tue 22 Oct 2019 14:00 [Places]
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