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This course will give you detailed knowledge and hands-on experience for:
- Gift aid declarations
- Day book procedure and creating batches
- Destination and source codes
- Adding pledges, payment files, online batches and gift aid claims
- Recording gifts in kind and Canadian tax receipts
Date | Availability | |
---|---|---|
Wed 8 Feb 2017 | 09:15 | Finished |
This course will go through the Amicus finance processes, covering:
- Gift aid declarations
- Day book procedure and creating batches
- Destination and source codes
- Adding pledges, payment files, online batches and gift aid claims
- Recording direct debits and standing orders
- Recording gifts in kind and Canadian tax receipts
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
Date | Availability | |
---|---|---|
Wed 28 Aug 2019 | 10:00 | Finished |
This course is designed to give you the additional Amicus knowledge required to complete tasks actioned by the Database team. It will cover:
- How to update a deceased record
- How to merge records
- How to update gender changes
- How to add and update sticky notes
There will be time allocated at the end of the course for you to practice what you have learnt in the Amicus Basics course and apply it to Database Team tasks.
This is a pilot run of the Amicus for Database Team course. Attendance will be by invitation only. For enquiries about this course, please contact Sam Grimley, Will Dixon or Sue Bourne.
This is a pilot run of the Amicus for Fundraisers and PIA course. Attendance will be by invitation only. For enquiries about this course, please contact Sam Grimley, Will Dixon or Sue Bourne.
Following completion of the Amicus Basics course, this session will give you detailed knowledge of:
- Information held at prospect level
- How to create and edit the solicitation workflow stages
- What good looks like for contact reports
- How to access and create contact reports from your phone or tablet
- Wealth ratings and prospect research tools
Date | Availability | |
---|---|---|
Fri 10 Feb 2017 | 09:30 | Finished |
Mon 13 Feb 2017 | 09:30 | Finished |
Wed 15 Feb 2017 | 09:30 | Finished |
Tue 21 Feb 2017 | 09:30 | Finished |
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
Date | Availability | |
---|---|---|
Mon 4 Sep 2017 | 09:30 | Finished |
Thu 7 Sep 2017 | 13:00 | Finished |
Wed 4 Oct 2017 | 09:00 | Finished |
Thu 9 Nov 2017 | 14:30 | Finished |
Tue 5 Dec 2017 | 09:30 | Finished |
Wed 9 May 2018 | 09:30 | Finished |
Thu 30 Aug 2018 | 09:00 | Finished |
Wed 12 Sep 2018 | 15:00 | Finished |
Tue 18 Sep 2018 | 14:00 | Finished |
Wed 19 Sep 2018 | 15:30 | Finished |
Fri 5 Oct 2018 | 10:00 | Finished |
Tue 9 Oct 2018 | 15:00 | Finished |
Mon 15 Oct 2018 | 14:30 | Finished |
Fri 19 Oct 2018 | 10:00 | Finished |
Tue 30 Oct 2018 | 14:00 | Finished |
Tue 6 Nov 2018 | 11:30 | Finished |
Fri 16 Nov 2018 | 10:00 | Finished |
Wed 21 Nov 2018 | 14:00 | Finished |
Fri 7 Dec 2018 | 10:00 | Finished |
Mon 28 Jan 2019 | 11:30 | Finished |
Tue 29 Jan 2019 | 14:00 | Finished |
Mon 11 Feb 2019 | 13:30 | Finished |
Mon 4 Mar 2019 | 14:30 | Finished |
Wed 20 Mar 2019 | 14:30 | Finished |
Thu 21 Mar 2019 | 14:30 | Finished |
Wed 1 May 2019 | 15:00 | Finished |
Mon 20 May 2019 | 14:00 | Finished |
Fri 31 May 2019 | 09:30 | Finished |
Fri 21 Jun 2019 | 10:00 | Finished |
Fri 19 Jul 2019 | 10:00 | Finished |
Thu 29 Aug 2019 | 14:00 | Finished |
Fri 30 Aug 2019 | 10:00 | Finished |
Tue 1 Oct 2019 | 13:30 | Finished |
Thu 17 Oct 2019 | 15:00 | Finished |
Mon 25 Nov 2019 | 09:30 | Finished |
Tue 14 Jan 2020 | 13:30 | Finished |
Tue 21 Jan 2020 | 14:00 | Finished |
This course is designed to get started in using Amicus. It will cover:
- An overview of the functional areas in the system
- Navigation and searching for records
- How to update contact records
- How to create Actions and Interactions
- Adding reports to your dashboard
Date | Availability | |
---|---|---|
Fri 24 Feb 2017 | 10:00 | Finished |
Have you struggled with any fundraising aspect of Amicus? Do you have any burning questions you have not found the answer to? Attend this interactive session with Katie Green and Anabela Ali to talk about all things fundraising related in Amicus. Come along with any questions or challenges you have faced! Snacks will be available.