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Amicus Training

Amicus Training course timetable

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Fri 13 Jan 2017 – Fri 12 Jan 2018

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January 2017

Mon 16
Amicus Overview - PILOT new Finished 14:00 - 15:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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

Tue 17
Amicus Volunteers - PILOT new Finished 09:30 - 12:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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

Wed 18
Amicus Stewardship - PILOT new Finished 09:30 - 12:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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

Fri 20
Amicus Communications - PILOT new Finished 10:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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.

Wed 25
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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
Thu 26
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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
Fri 27
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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
Mon 30
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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
Tue 31
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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

February 2017

Wed 1
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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
Fri 3
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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
Mon 6
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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
Tue 7
Amicus Volunteers new Finished 09:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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

  • Creating volunteers and opportunities
  • Assigning volunteers to an opportunity and document checks
  • Creating a board or committee
  • Withdrawing or deactivating a volunteer
  • Coding a speaker
  • Creating an alumni group, updating alumni group records and the governance process
Wed 8
Amicus Finance new Finished 09:15 - 12:15 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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 Finance new Finished 13:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Thu 9
Amicus Events new Finished 09:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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 Communications new Finished 13:00 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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
Fri 10
Amicus for Fundraisers and Prospect Information Team new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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
Mon 13
Amicus for Fundraisers and Prospect Information Team new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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
Tue 14
Amicus Basics new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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
Wed 15
Amicus for Fundraisers and Prospect Information Team new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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
Thu 16
Amicus Events new Finished 09:30 - 12:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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 Communications new Finished 14:00 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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
Fri 17
Amicus for Database Team new Finished 11:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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.

Mon 20
Amicus Volunteers new Finished 09:30 - 12:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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

  • Creating volunteers and opportunities
  • Assigning volunteers to an opportunity and document checks
  • Creating a board or committee
  • Withdrawing or deactivating a volunteer
  • Coding a speaker
  • Creating an alumni group, updating alumni group records and the governance process
Amicus Assessment new POSTPONED 11:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 Assessment new POSTPONED 13:00 - 14:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 Overview new Finished 14:00 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course gives you a high level overview of the Amicus system with some hands-on experience for the following:

  • How to log in and log out
  • How to personalise your dashboard
  • How to view reports
Tue 21
Amicus for Fundraisers and Prospect Information Team new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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
Thu 23
Amicus for Fundraisers and Prospect Information Team new Finished 09:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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
Fri 24
Amicus for New Users new Finished 10:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

March 2017

Thu 9
Amicus for New Users new Finished 10:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

April 2017

Wed 12
Effective Meetings new Finished 12:00 - 13:30 Great Ouse Meeting Room, Suite 1, CUDAR office

The Effective Meetings course is ideal for anyone who participates and/or leads meetings on a regular basis. The course covers:

  • Understanding different types of meetings i.e. purpose and implication
  • Understanding things that can typically go wrong in meetings
  • Techniques for managing meetings and ways to apply chairing skills
  • Tips on how to keep a meeting on track
  • The four F's (focus, friendship, facilitation and feedback) and applying them
  • Harnessing different personality styles to best achieve outcomes
  • Managing upwards in meetings
  • Individual action plan to apply the learning
Wed 26
Amicus 1-2-1 training for cutover new Finished 11:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

Effective Meetings new Finished 12:00 - 13:30 Great Ouse Meeting Room, Suite 1, CUDAR office

The Effective Meetings course is ideal for anyone who participates and/or leads meetings on a regular basis. The course covers:

  • Understanding different types of meetings i.e. purpose and implication
  • Understanding things that can typically go wrong in meetings
  • Techniques for managing meetings and ways to apply chairing skills
  • Tips on how to keep a meeting on track
  • The four F's (focus, friendship, facilitation and feedback) and applying them
  • Harnessing different personality styles to best achieve outcomes
  • Managing upwards in meetings
  • Individual action plan to apply the learning
Amicus 1-2-1 training for cutover new Finished 15:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

Thu 27
Facilitation Skills new Finished 09:30 - 17:00 Sidgwick Site, Lecture Block Room 6 (2nd floor)

The Facilitation Skills workshop is ideal for anyone leading work to deliver significant change to current working practices and/or with a need to harness business decisions from a diverse working group. The full day workshop includes:

  • Understanding the role of the facilitator and when to use facilitation
  • Understanding the different approaches to facilitation
  • Awareness of key attitudes and behaviours needed to facilitate effectively
  • Reviewing and practising the basic skills needed to facilitate effectively
  • Understanding the importance of team dynamics in facilitation
  • Becoming familiar with the key tools and techniques that can be used in facilitation
Fri 28
Amicus 1-2-1 training for cutover new Finished 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

May 2017

Mon 8
Amicus 1-2-1 training for cutover new Finished 15:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

Wed 10
Amicus Overview new Finished 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course gives you a high level overview of the Amicus system with some hands-on experience for the following:

  • How to log in and log out
  • How to personalise your dashboard
  • How to view reports
Thu 11
Amicus 1-2-1 training for cutover new Finished 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

Fri 12
Amicus 1-2-1 training for cutover new Finished 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

Wed 17
Amicus Overview new Finished 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course gives you a high level overview of the Amicus system with some hands-on experience for the following:

  • How to log in and log out
  • How to personalise your dashboard
  • How to view reports

June 2017

Thu 1
Resilience Workshop for Managers (Part 1 of 2) new CANCELLED 13:00 - 17:00 Great Ouse Meeting Room, Suite 1, CUDAR office
  • To explain the relationship between resilience, stress and pressure
  • To help spot stress symptoms in yourself and your direct reports
  • To identify barriers to resilience and causes of stress (work & home)
  • To support you in addressing barriers to resilience in your staff and providing them with appropriate support, at the same time, enhancing their performance and that of your team
  • To explore how your management style may impact on the resilience of your team
  • To prepare an action plan to enhance the resilience of your team
Tue 6
Resilience Workshop for Managers (Part 1 of 2) new Finished 13:00 - 17:00 Great Ouse Meeting Room, Suite 1, CUDAR office
  • To explain the relationship between resilience, stress and pressure
  • To help spot stress symptoms in yourself and your direct reports
  • To identify barriers to resilience and causes of stress (work & home)
  • To support you in addressing barriers to resilience in your staff and providing them with appropriate support, at the same time, enhancing their performance and that of your team
  • To explore how your management style may impact on the resilience of your team
  • To prepare an action plan to enhance the resilience of your team
Thu 8
Resilience Workshop for Managers (Part 2 of 2) new Finished 13:00 - 17:00 Great Ouse Meeting Room, Suite 1, CUDAR office
  • To highlight the resources available to boost your own resilience to equip you for a range of challenging situations
  • To measure and explore own resilience levels and coping styles using the outputs of the i-resilience tool
  • To expand upon and practice a range of coping skills covering the areas of Mind, Body and Spirit
  • To prepare a personal action plan to increase your own resilience
Wed 14
Resilience Workshop for Managers (Part 2 of 2) new Finished 13:00 - 17:00 Great Ouse Meeting Room, Suite 1, CUDAR office
  • To highlight the resources available to boost your own resilience to equip you for a range of challenging situations
  • To measure and explore own resilience levels and coping styles using the outputs of the i-resilience tool
  • To expand upon and practice a range of coping skills covering the areas of Mind, Body and Spirit
  • To prepare a personal action plan to increase your own resilience

July 2017

Wed 19
Amicus Familiarisation Session new Finished 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

August 2017

Thu 3
Amicus Familiarisation Session new CANCELLED 15:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

September 2017

Mon 4
Amicus - For new starters Finished 09:30 - 12:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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
  • Writing letters and emails
  • Managing contact preferences
  • How to run reports
Amicus - Adding relationships and households Finished 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 - Managing alumni groups, boards and committees Finished 14:00 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the system steps involved in creating and maintaining:

  • Alumni groups
  • Boards
  • Committees
Amicus - Adding actions Finished 15:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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

  • Adding an action
  • Assigning actions
  • Reminders
  • Completing actions
Tue 5
Amicus - Prospect identification, ratings and due diligence Finished 09:30 - 11:30 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the prospect management functionality within Amicus:

  • Identifying a prospect
  • Adding and editing wealth ratings
  • Adding due diligence data
Amicus - Adding a volunteer Finished 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 mass communications Finished 11:30 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 - Yellow box searching and reporting Finished 13:00 - 14:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the yellow box search functionality within Amicus:

  • Creating simple data searches using yellow box searches
  • Saving a search
  • Transferring search data to a report
  • Reporting rules and best practice
Amicus - Adding actions Finished 13:30 - 14:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

  • Adding an action
  • Assigning actions
  • Reminders
  • Completing actions
Amicus - Interactions: Writing letters and emails Finished 14:30 - 15:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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 - Adding employment Finished 15:30 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

  • Adding employment
  • Updating employment
Amicus - Updating records for deceased and gone-aways Finished 15:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the system steps required for updating deceased or gone-away information:

  • Updating a record with deceased information
  • Updating a record with gone-away information
Wed 6
Amicus - Adding and maintaining events Finished 09:30 - 11:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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 - Creating a new contact record Finished 09:30 - 10:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 - Adding actions Finished 11:00 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

  • Adding an action
  • Assigning actions
  • Reminders
  • Completing actions
Amicus - Adding actions Finished 11:30 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

  • Adding an action
  • Assigning actions
  • Reminders
  • Completing actions
Amicus - Updating biographical information Finished 13:30 - 14:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps to add or edit biographical data in Amicus:

  • Adding and editing addresses
  • Adding and editing email and phone numbers
  • Updating primary contact details
  • Adding and editing other biographical information
Amicus - Solicitation cycles Finished 14:00 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the system steps involved in creating solicitation cycles. The course gives you hands on experience of adding details for:

  • Setting up a solicitation cycle
  • Adding a purpose
  • Adding a fundraiser
  • Adding a strategy
  • Requesting due diligence
Amicus - Yellow box searching and reporting Finished 15:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the yellow box search functionality within Amicus:

  • Creating simple data searches using yellow box searches
  • Saving a search
  • Transferring search data to a report
  • Reporting rules and best practice
Thu 7
Amicus - Adding relationships and households Finished 09:30 - 10:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 - Prospect identification, ratings and due diligence Finished 09:30 - 11:30 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the prospect management functionality within Amicus:

  • Identifying a prospect
  • Adding and editing wealth ratings
  • Adding due diligence data
Amicus - Creating a new contact record Finished 11:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 - For new starters Finished 13:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
  • Writing letters and emails
  • Managing contact preferences
  • How to run reports
Amicus - Solicitation cycles Finished 14:00 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the system steps involved in creating solicitation cycles. The course gives you hands on experience of adding details for:

  • Setting up a solicitation cycle
  • Adding a purpose
  • Adding a fundraiser
  • Adding a strategy
  • Requesting due diligence
Fri 8
Amicus - Creating complex reports Finished 09:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

Amicus - Yellow box searching and reporting Finished 09:30 - 10:30 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the yellow box search functionality within Amicus:

  • Creating simple data searches using yellow box searches
  • Saving a search
  • Transferring search data to a report
  • Reporting rules and best practice
Resilience Workshop new Finished 09:30 - 16:30 River Cam meeting room, CUDAR, Suite 3

This Workshop is designed to prepare and equip staff with the skills to boost resilience, enhancing the ability to cope and respond positively to a variety of challenging situations presented at work and at home.

Workshop Objectives:

  • To explain the relationship between resilience, stress and pressure
  • To help spot stress symptoms in yourself and your colleagues
  • To identify barriers to resilience and causes of stress (work & home)
  • To highlight the resources available to boost your own resilience to equip you for a range of challenging situations
  • To measure and explore own resilience levels and coping styles using the outputs of the i-resilience tool
  • To expand upon and practice a range of coping skills covering the areas of Mind, Body and Spirit
  • To prepare a personal action plan to increase your own resilience
Amicus - Interactions: Writing letters and emails Finished 11:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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 - Adding actions Finished 13:30 - 14:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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

  • Adding an action
  • Assigning actions
  • Reminders
  • Completing actions
Amicus - Updating biographical information Finished 14:30 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the system steps to add or edit biographical data in Amicus:

  • Adding and editing addresses
  • Adding and editing email and phone numbers
  • Updating primary contact details
  • Adding and editing other biographical information
Mon 11
Amicus - Creating a new contact record Finished 09:30 - 10:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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 - Yellow box searching and reporting Finished 11:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the yellow box search functionality within Amicus:

  • Creating simple data searches using yellow box searches
  • Saving a search
  • Transferring search data to a report
  • Reporting rules and best practice
Amicus - Interactions: Writing letters and emails Finished 13:30 - 14:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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 - Creating complex reports CANCELLED 14:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

Tue 12
Amicus - Stewardship Finished 09:30 - 10:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the system steps required to record stewardship details in Amicus.

Amicus - Adding relationships and households Finished 09:30 - 10:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 - Donor list and recognition groups Finished 10:00 - 10:30 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the system steps and process for maintaining:

  • Donor list
  • Recognition groups
  • VC letters
Amicus - Gift acknowledgement Finished 11:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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

Amicus - Adding relationships and households Finished 11:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 - Yellow box searching and reporting Finished 13:00 - 14:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the yellow box search functionality within Amicus:

  • Creating simple data searches using yellow box searches
  • Saving a search
  • Transferring search data to a report
  • Reporting rules and best practice
Amicus - Adding employment Finished 13:30 - 14:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

  • Adding employment
  • Updating employment
Amicus - Adding employment Finished 14:00 - 14:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

  • Adding employment
  • Updating employment
Amicus - Interactions: Writing letters and emails Finished 14:30 - 15:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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 - Adding employment Finished 15:00 - 15:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

  • Adding employment
  • Updating employment
Amicus - Updating biographical information Finished 15:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the system steps to add or edit biographical data in Amicus:

  • Adding and editing addresses
  • Adding and editing email and phone numbers
  • Updating primary contact details
  • Adding and editing other biographical information
Wed 13
Amicus - Interactions: Writing letters and emails CANCELLED 09:30 - 10:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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 - Prospect identification, ratings and due diligence Finished 10:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the prospect management functionality within Amicus:

  • Identifying a prospect
  • Adding and editing wealth ratings
  • Adding due diligence data
Amicus - Updating biographical information Finished 11:00 - 11:30 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the system steps to add or edit biographical data in Amicus:

  • Adding and editing addresses
  • Adding and editing email and phone numbers
  • Updating primary contact details
  • Adding and editing other biographical information
Amicus - Adding employment Finished 11:30 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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

  • Adding employment
  • Updating employment
Amicus - Solicitation cycles Finished 13:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps involved in creating solicitation cycles. The course gives you hands on experience of adding details for:

  • Setting up a solicitation cycle
  • Adding a purpose
  • Adding a fundraiser
  • Adding a strategy
  • Requesting due diligence
Amicus - Updating biographical information Finished 14:00 - 14:30 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the system steps to add or edit biographical data in Amicus:

  • Adding and editing addresses
  • Adding and editing email and phone numbers
  • Updating primary contact details
  • Adding and editing other biographical information
Amicus - Adding actions Finished 14:30 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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

  • Adding an action
  • Assigning actions
  • Reminders
  • Completing actions
Amicus - Adding actions CANCELLED 15:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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

  • Adding an action
  • Assigning actions
  • Reminders
  • Completing actions
Thu 14
Amicus - Adding relationships and households Finished 09:30 - 10:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 - Prospect identification, ratings and due diligence Finished 10:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the prospect management functionality within Amicus:

  • Identifying a prospect
  • Adding and editing wealth ratings
  • Adding due diligence data
Amicus - Adding mass communications Finished 11:00 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 employment Finished 11:30 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

  • Adding employment
  • Updating employment
Amicus - Merging and de-duping records POSTPONED 13:00 - 14:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps and process required when de-duping and merging records within Amicus.

Amicus - Solicitation cycles Finished 13:00 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the system steps involved in creating solicitation cycles. The course gives you hands on experience of adding details for:

  • Setting up a solicitation cycle
  • Adding a purpose
  • Adding a fundraiser
  • Adding a strategy
  • Requesting due diligence
Amicus - Creating complex reports CANCELLED 14:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

Fri 15
Amicus - Finance for migrated Colleges Finished 09:00 - 11:00 Amicus Bubble, Suite 2 (Room 1)

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 - Adding relationships and households CANCELLED 09:30 - 10:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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 - Solicitation cycles Finished 10:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps involved in creating solicitation cycles. The course gives you hands on experience of adding details for:

  • Setting up a solicitation cycle
  • Adding a purpose
  • Adding a fundraiser
  • Adding a strategy
  • Requesting due diligence
Amicus - Interactions: Writing letters and emails Finished 11:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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 - Prospect identification, ratings and due diligence CANCELLED 13:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the prospect management functionality within Amicus:

  • Identifying a prospect
  • Adding and editing wealth ratings
  • Adding due diligence data
Amicus - Yellow box searching and reporting Finished 13:00 - 14:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the yellow box search functionality within Amicus:

  • Creating simple data searches using yellow box searches
  • Saving a search
  • Transferring search data to a report
  • Reporting rules and best practice
Amicus - Updating biographical information Finished 14:30 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office

This course covers the system steps to add or edit biographical data in Amicus:

  • Adding and editing addresses
  • Adding and editing email and phone numbers
  • Updating primary contact details
  • Adding and editing other biographical information
Tue 19
Amicus 1-2-1 training for cutover new Finished 09:30 - 10:30 Amicus Bubble, Suite 2 (Room 1)

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

Amicus - Interactions: Writing letters and emails Finished 11:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 1-2-1 training for cutover new Finished 13:00 - 14:00 Amicus Bubble, Suite 2 (Room 1)

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

Amicus - Updating biographical information CANCELLED 14:00 - 14:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps to add or edit biographical data in Amicus:

  • Adding and editing addresses
  • Adding and editing email and phone numbers
  • Updating primary contact details
  • Adding and editing other biographical information
Wed 20
Amicus - Yellow box searching and reporting Finished 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the yellow box search functionality within Amicus:

  • Creating simple data searches using yellow box searches
  • Saving a search
  • Transferring search data to a report
  • Reporting rules and best practice
Amicus 1-2-1 training for cutover new CANCELLED 11:00 - 12:00 Amicus Bubble, Suite 2 (Room 1)

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

Amicus - Creating a new contact record Finished 11:30 - 12:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 - Solicitation cycles Finished 14:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps involved in creating solicitation cycles. The course gives you hands on experience of adding details for:

  • Setting up a solicitation cycle
  • Adding a purpose
  • Adding a fundraiser
  • Adding a strategy
  • Requesting due diligence
Thu 21
Amicus - Prospect identification, ratings and due diligence Finished 09:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the prospect management functionality within Amicus:

  • Identifying a prospect
  • Adding and editing wealth ratings
  • Adding due diligence data
Resilience Workshop new Finished 09:30 - 16:30 Great Ouse meeting room, Suite 1, CUDAR (conference layout)

This Workshop is designed to prepare and equip staff with the skills to boost resilience, enhancing the ability to cope and respond positively to a variety of challenging situations presented at work and at home.

  • To explain the relationship between resilience, stress and pressure
  • To help spot stress symptoms in yourself and your colleagues
  • To identify barriers to resilience and causes of stress (work & home)
  • To highlight the resources available to boost your own resilience to equip you for a range of challenging situations
  • To measure and explore own resilience levels and coping styles using the outputs of the i-resilience tool
  • To expand upon and practice a range of coping skills covering the areas of Mind, Body and Spirit
  • To prepare a personal action plan to increase your own resilience
Amicus 1-2-1 training for cutover new Finished 10:00 - 11:00 Amicus Bubble, Suite 2 (Room 1)

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

Amicus - Adding actions Finished 14:30 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

  • Adding an action
  • Assigning actions
  • Reminders
  • Completing actions
Amicus - Interactions: Writing letters and emails Finished 15:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Fri 22
Amicus 1-2-1 training for cutover new Finished 09:30 - 10:30 Amicus Bubble, Suite 2 (Room 1)

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

Amicus - Creating complex reports Finished 09:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

Amicus 1-2-1 training for cutover new Finished 11:00 - 12:00 Amicus Bubble, Suite 2 (Room 1)

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

Amicus - Creating a new contact record Finished 13:30 - 14:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 - Adding relationships and households Finished 15:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Tue 26
Amicus - Solicitation cycles Finished 10:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps involved in creating solicitation cycles. The course gives you hands on experience of adding details for:

  • Setting up a solicitation cycle
  • Adding a purpose
  • Adding a fundraiser
  • Adding a strategy
  • Requesting due diligence
Amicus 1-2-1 training for cutover new Finished 11:00 - 12:00 Amicus Bubble, Suite 2 (Room 1)

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

Amicus - Adding a volunteer Finished 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 - Updating biographical information Finished 15:30 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps to add or edit biographical data in Amicus:

  • Adding and editing addresses
  • Adding and editing email and phone numbers
  • Updating primary contact details
  • Adding and editing other biographical information
Wed 27
Amicus 1-2-1 training for cutover new Finished 09:30 - 10:30 Amicus Bubble, Suite 2 (Room 1)

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

Amicus - Adding employment Finished 10:00 - 10:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

  • Adding employment
  • Updating employment
Amicus - Adding mass communications Finished 10:30 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 1-2-1 training for cutover new Finished 11:00 - 12:00 Amicus Bubble, Suite 2 (Room 1)

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

Amicus - Yellow box searching and reporting Finished 11:30 - 12:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the yellow box search functionality within Amicus:

  • Creating simple data searches using yellow box searches
  • Saving a search
  • Transferring search data to a report
  • Reporting rules and best practice
Amicus - Creating a new contact record Finished 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 - Adding relationships and households Finished 15:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Fri 29
Amicus 1-2-1 training for cutover new Finished 09:30 - 10:30 Amicus Bubble, Suite 2 (Room 1)

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

Amicus - Prospect identification, ratings and due diligence CANCELLED 09:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the prospect management functionality within Amicus:

  • Identifying a prospect
  • Adding and editing wealth ratings
  • Adding due diligence data
Amicus - Stewardship Finished 14:00 - 14:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps required to record stewardship details in Amicus.

October 2017

Mon 2
Amicus - Creating complex reports Finished 10:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

Amicus 1-2-1 training for cutover new Finished 11:00 - 12:00 Amicus Bubble, Suite 2 (Room 1)

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

Wed 4
Amicus - For new starters Finished 09:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
  • Writing letters and emails
  • Managing contact preferences
  • How to run reports
Amicus - Creating a new contact record CANCELLED 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 - Adding actions Finished 13:30 - 14:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

  • Adding an action
  • Assigning actions
  • Reminders
  • Completing actions
Amicus 1-2-1 training for cutover new Finished 14:00 - 14:30 Amicus Bubble, Suite 2 (Room 1)

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

Amicus - Adding employment Finished 14:30 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

  • Adding employment
  • Updating employment
Afternoon tea with Prospect Information - how the team are using Amicus CANCELLED 15:00 - 15:45 Great Ouse meeting room, Suite 1, CUDAR (conference layout)

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 - Updating biographical information Finished 15:30 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps to add or edit biographical data in Amicus:

  • Adding and editing addresses
  • Adding and editing email and phone numbers
  • Updating primary contact details
  • Adding and editing other biographical information
Thu 5
Amicus - Adding actions Finished 09:30 - 10:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

  • Adding an action
  • Assigning actions
  • Reminders
  • Completing actions
Amicus - Interactions: Writing letters and emails Finished 10:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 - Managing alumni groups, boards and committees Finished 13:30 - 14:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps involved in creating and maintaining:

  • Alumni groups
  • Boards
  • Committees
Amicus - Adding a volunteer Finished 15:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Fri 6
Amicus Yellow Box Searching Workshop new Finished 09:30 - 10:30 Amicus Bubble, Suite 2 (Room 1)

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 (for later use in mailings)
Amicus - Creating a new contact record Finished 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 - Adding employment Finished 11:30 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

  • Adding employment
  • Updating employment
Afternoon tea with Donor Relations - how the team are using Amicus CANCELLED 15:00 - 15:45 Great Ouse meeting room, Suite 1, CUDAR (conference layout)

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.

Mon 9
Amicus - Adding relationships and households Finished 11:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Tue 10
Amicus 1-2-1 training for cutover new Finished 09:30 - 10:30 Amicus Bubble, Suite 2 (Room 1)

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

Amicus - Adding and maintaining events Finished 10:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 1-2-1 training for cutover new Finished 11:00 - 12:00 Amicus Bubble, Suite 2 (Room 1)

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

Amicus - Yellow box searching and reporting Finished 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the yellow box search functionality within Amicus:

  • Creating simple data searches using yellow box searches
  • Saving a search
  • Transferring search data to a report
  • Reporting rules and best practice
Amicus - Interactions: Writing letters and emails Finished 15:30 - 16:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Wed 11
Afternoon tea with Fundraising - how the team are using Amicus CANCELLED 15:00 - 15:45 Great Ouse meeting room, Suite 1, CUDAR (conference layout)

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.

Thu 12
Amicus - Adding relationships and households Finished 11:30 - 12:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 Yellow Box Searching Workshop new Finished 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 (for later use in mailings)
Fri 13
Amicus - Donor list and recognition groups Finished 10:00 - 10:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps and process for maintaining:

  • Donor list
  • Recognition groups
  • VC letters
Amicus - Updating biographical information Finished 11:00 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps to add or edit biographical data in Amicus:

  • Adding and editing addresses
  • Adding and editing email and phone numbers
  • Updating primary contact details
  • Adding and editing other biographical information
Afternoon tea with Database & Operations - how the team are using Amicus CANCELLED 15:00 - 15:45 Great Ouse meeting room, Suite 1, CUDAR (conference layout)

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.

Mon 16
Amicus 1-2-1 training for cutover new Finished 09:30 - 10:30 Amicus Bubble, Suite 2 (Room 1)

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

Amicus - Managing alumni groups, boards and committees Finished 09:30 - 10:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps involved in creating and maintaining:

  • Alumni groups
  • Boards
  • Committees
Amicus 1-2-1 training for cutover new CANCELLED 11:00 - 12:00 Amicus Bubble, Suite 2 (Room 1)

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

Tue 17
Amicus Yellow Box Searching Workshop new Finished 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Amicus 1-2-1 training for cutover new Finished 11:00 - 12:00 Amicus Bubble, Suite 2 (Room 1)

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

Amicus - Creating a new contact record CANCELLED 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Wed 18
Amicus - Creating a new contact record Finished 09:30 - 10:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 1-2-1 training for cutover new Finished 10:00 - 11:00 Amicus Bubble, Suite 2 (Room 1)

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

Amicus - Updating biographical information Finished 10:30 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps to add or edit biographical data in Amicus:

  • Adding and editing addresses
  • Adding and editing email and phone numbers
  • Updating primary contact details
  • Adding and editing other biographical information
Amicus - Yellow box searching and reporting Finished 11:30 - 12:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the yellow box search functionality within Amicus:

  • Creating simple data searches using yellow box searches
  • Saving a search
  • Transferring search data to a report
  • Reporting rules and best practice
Amicus - Adding a volunteer Finished 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Afternoon tea with Alumni Relations - how the team are using Amicus CANCELLED 15:00 - 15:45 Great Ouse meeting room, Suite 1, CUDAR (conference layout)

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.

Thu 19
Amicus - Prospect identification, ratings and due diligence Finished 14:00 - 15:00 Great Ouse meeting room, Suite 1, CUDAR (conference layout)

This course covers the prospect management functionality within Amicus:

  • Identifying a prospect in Amicus
  • Wealth ratings in Amicus
  • Due diligence data in Amicus
Amicus - Creating complex reports Finished 15:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

Fri 20
Afternoon tea with Events - how the team are using Amicus CANCELLED 15:00 - 15:45 Great Ouse meeting room, Suite 1, CUDAR (conference layout)

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.

Mon 23
Amicus 1-2-1 training for cutover new CANCELLED 11:00 - 12:00 Amicus Bubble, Suite 2 (Room 1)

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

Tue 24
Amicus 1-2-1 training for cutover new Finished 11:00 - 12:00 Amicus Bubble, Suite 2 (Room 1)

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

Wed 25
Amicus - Adding a volunteer Finished 09:30 - 10:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 1-2-1 training for cutover new Finished 10:00 - 11:00 Amicus Bubble, Suite 2 (Room 1)

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

Amicus - Managing alumni groups, boards and committees Finished 11:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This course covers the system steps involved in creating and maintaining:

  • Alumni groups
  • Boards
  • Committees
Afternoon tea with Finance - how the team are using Amicus CANCELLED 15:00 - 15:45 Great Ouse Meeting Room, Suite 1, CUDAR office

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.

Fri 27
Afternoon tea with College Relations - how the team are using Amicus CANCELLED 15:00 - 15:45 Great Ouse meeting room, Suite 1, CUDAR (conference layout)

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.

November 2017

Mon 6
Amicus 1-2-1 training for cutover new Finished 10:00 - 11:00 Amicus Bubble, Suite 2 (Room 1)

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

Thu 9
Amicus - For new starters Finished 14:30 - 17:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
  • Writing letters and emails
  • Managing contact preferences
  • How to run reports

December 2017

Tue 5
Amicus - For new starters Finished 09:30 - 12:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
  • Writing letters and emails
  • Managing contact preferences
  • How to run reports