Theme: Amicus Workshops

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

This session is a working session to help you use yellow box searching for your own data requests. We will cover:

• Creating a search
• Checking the results
• Saving the search

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

Learn about the new user interface for Amicus in this short presentation

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 an introduction to Yellow Box Searching for anyone who has just gained access to Amicus.

Q&A sessions with fundraising staff on new work plan procedure:

• How to add and update solicitation cycles
• How to tag solicitation cycles to work plan
• Overview of work plan process and timeline

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

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

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 cover the following areas:

• New Event workflow in Amicus
• Booking and Invite form
• Guests at Events

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

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