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Amicus Training

All Amicus Training courses

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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 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 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 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.

Amicus 1-2-1 training new Unscheduled Not bookable

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

Amicus 1-2-1 training for cutover new Mon 6 Nov 2017   10:00 Finished

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

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 - Adding actions Thu 5 Oct 2017   09:30 Finished

This course covers the system steps required to add actions in Amicus:

  • Adding an action
  • Assigning actions
  • Reminders
  • Completing actions
Amicus - Adding and maintaining events Tue 10 Oct 2017   10:00 Finished

This course is for development and alumni relations staff responsible for adding and maintaining event information in Amicus. It covers:

  • Creating an event, budgets, resources and sending invitations
  • Managing bookings, dietary requirements and attaching documents
  • Creating a guest list, name badges and attendee itineraries
Amicus - Adding a volunteer Wed 25 Oct 2017   09:30 Finished

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
Amicus - Adding employment Fri 6 Oct 2017   11:30 Finished

This course covers the system steps in Amicus to add or update employment records:

  • Adding employment
  • Updating employment
Amicus - Adding mass communications Wed 27 Sep 2017   10:30 Finished

This course covers the mass communications functionality within the Amicus system:

  • How many users can be part of mass communications
  • How to set up a mass communications
  • Using communication templates
  • Managing salutations and contact preferences
Amicus - Adding relationships and households Thu 12 Oct 2017   11:30 Finished

This course covers the system steps required in Amicus to add and update relationships and households:

  • Adding a household
  • Adding a relationship
  • Editing households and relationships
Amicus Assessment new Mon 20 Feb 2017   13:00 POSTPONED

On completion of Amicus training, you will need to enrol on an assessment course. You will need to complete a maximum of 3 scenarios within Amicus. This will ensure you are comfortable and confident using the system in preparation for when we go live. It's not a scary test - remember:

  • You can bring your training notes
  • A trainer will be on hand to answer any questions
Amicus Basics new Tue 14 Feb 2017   09:30 Finished

This course is designed to give you the foundation knowledge of what is held in Amicus and help you get started using it. It will cover:

  • How to view and edit contact records
  • Where to find employment, education, relationships, giving details and interests
  • Recording actions and interactions
  • An overview of the prospect solicitation cycle and how to complete contact reports
  • How to create a contact records
  • Corresponding with individuals
  • How to view reports
Amicus Basics - PILOT new Wed 11 Jan 2017   09:00 Finished

This is a pilot run of the Amicus Basics course. Attendance will be by invitation only. For enquiries about this course, please contact Sam Grimley, Will Dixon or Sue Bourne.

This session is a working session to help you add and edit Biographical Details, add Addresses, and link Business Addresses in Amicus.

Amicus Communications new Thu 16 Feb 2017   14:00 Finished

This course covers the communications functionality within the Amicus system:

  • Sending mass communications
  • Corresponding with individuals or small groups
  • Managing salutations and contact preferences
  • Recording famous individuals, social media and CAM contributors
  • Managing templates and managing the Communications working group
Amicus Communications - PILOT new Fri 20 Jan 2017   10:00 Finished

This is a pilot run of the Amicus Communications course. Attendance will be by invitation only. For enquiries about this course, please contact Sam Grimley, Will Dixon or Sue Bourne.

Amicus - Contact Reports new Mon 11 Mar 2019   14:30 Finished

Learn why its important to record Contact Reports in Amicus. You will learn to find the correct contact, create an Action, then create a contact report which can then be linked to a solicitation cycle.

Amicus - Creating a new contact record Wed 18 Oct 2017   09:30 Finished

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
Amicus - Creating complex reports Thu 19 Oct 2017   15:00 Finished

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

Amicus data exchange reports new Tue 12 Mar 2019   10:15 Finished

This session will give you an overview updates are received by Cambridge University Development and Alumni Relations. We will also look at how updates are recorded (with an overview of key fields in Amicus). You will also be shown how to download and filter the monthly data exchange reports.

Amicus - Donor list and recognition groups Fri 13 Oct 2017   10:00 Finished

This course covers the system steps and process for maintaining:

  • Donor list
  • Recognition groups
  • VC letters
Amicus essentials - refresher course Unscheduled Not bookable

This course is a short refresher session of the Introduction to Amicus for new College starters course. This is ideal for anyone who completed the introductory course and either hasn't used Amicus since or would like some reminders of where to find essential information.

Amicus Events new Thu 16 Feb 2017   09:30 Finished

Following completion of the Amicus Basics course, this session will give you give you detailed knowledge of:

  • Creating an event, budgets, resources and sending invitations
  • Managing bookings, dietary requirements and attaching documents
  • Creating a guest list, name badges and attendee itineraries
Amicus Events overview new Mon 23 Sep 2019   10:00 Finished

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 Events - PILOT new Thu 1 Dec 2016   13:00 Finished

This is a pilot run of the Amicus Events course. Attendance will be by invitation only. For enquiries about this course, please contact Sam Grimley, Will Dixon or Sue Bourne.

Amicus Familiarisation Session new Thu 3 Aug 2017   15:00 CANCELLED

This session includes:

  • An introduction to Amicus, why we're changing systems and the journey so far
  • A demo of the system
  • What's happening in the next few months
  • Opportunity to ask any questions
Amicus Finance new Wed 8 Feb 2017   13:00 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
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 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
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.

Amicus for Fundraisers and Prospect Information Team new Thu 23 Feb 2017   09:30 Finished

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
Amicus - For new starters Tue 1 Oct 2019   13:30 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
Amicus for New Users new Thu 9 Mar 2017   10:00 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

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.

Amicus Fundraising overview new Mon 29 Jul 2019   10:00 Finished

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
Amicus - Gift acknowledgement Tue 12 Sep 2017   11:00 Finished

This course covers the system steps and process for processing gift acknowledgements within Amicus.

Amicus Hackathon - Viewing gifts in Amicus new Tue 23 Oct 2018   11:30 Finished

Welcome to the first Amicus Hackathon where we will aim to specify the changes we want to see to enable us to view donor giving information in an easier and more accurate way.

In this interactive session we will divide into cross functional groups. Each group will generate ideas of what data is required and how it should be viewable. We will then share proposals and agree on a specification to take forward for future development.

Amicus Hints and Tips webinar - refresh new Wed 24 Oct 2018   15:30 Finished

This webinar is aimed at the user who hasn't used Amicus in while, and needs a quick refresh on how to find records and navigate around Amicus.

Learn how to export the data you need from Amicus. Using Amicus Reporting Services you will be able to view and run a number of pre built reports created for the institutions that use Amicus. You will also use Amicus Reporting Services to export data you have selected using a saved Yellow Box Search.

Amicus - Interactions: Writing letters and emails Tue 10 Oct 2017   15:30 Finished

This course covers the system steps to adding and recording correspondence with individuals in Amicus:

  • Writing a letter through Amicus
  • Writing an email through Amicus
  • Recording correspondence from individuals within Amicus
Amicus Mailing Module - how create mass mailings new Tue 23 Oct 2018   14:30 Finished

Learn how to use the mailing module to create mass mailings. We will use Amicus CRM to create the mailing and Amicus Reporting Services to export the data.

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