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Showing courses 31-40 of 86
Courses per page: 10 | 25 | 50 | 100

Amicus Finance new Wed 8 Feb 2017   13:00   [More dates...] Finished

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

1 other event...

Date Availability
Wed 8 Feb 2017 09:15 Finished
Amicus - Finance for migrated Colleges Fri 15 Sep 2017   09:00 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
Amicus Finance overview Wed 18 Sep 2019   11:30   [More dates...] Finished

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

1 other event...

Date Availability
Wed 28 Aug 2019 10:00 Finished
Amicus for Database Team new Fri 17 Feb 2017   11:00 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.

Amicus for Database Team - PILOT new Mon 19 Dec 2016   09:30 CANCELLED

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.

Amicus for Fundraisers and PIA - PILOT new Tue 13 Dec 2016   09:30 Finished

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

4 other events...

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
Amicus - For new starters Wed 29 Jan 2020   13:00   [More dates...] 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

37 other events...

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
Amicus for New Users new Thu 9 Mar 2017   10:00   [More dates...] 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

1 other event...

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.