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Amicus Training

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Amicus Training course timetable

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Wed 24 Oct 2018 – Tue 26 Feb 2019

October 2018

Wed 24	Amicus Roadmap Finished 11:30 - 12:30 Great Ouse Meeting Room, Suite 1, CUDAR office Please join Sam Grimley to find out what's coming up in the Amicus Development Programme. In this session we will showcase the developments we are working on over the next nine months, we'll share other developments that have been requested but not scheduled yet, and answer any questions you have about these or how to request further changes.
	Amicus Hints and Tips webinar - refresh Finished 15:30 - 16:00 Webinar - Your desk 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.
Thu 25	Amicus - How to access reports and export data from Amicus Finished 10:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2 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 - Fundraising Facts and Snacks: Come for the facts stay for the snacks Finished 14:00 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office 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.
Fri 26	Amicus webinar - how to use Office Addins Finished 15:00 - 15:30 Webinar - Your desk Add-ins are components which you can add to your Microsoft Office applications in order to provide extra features and functionality. There are three add-ins for Microsoft Office (Word, Outlook and Excel), which you will need to install if you want to be able to use features such as creating letter templates, logging documents and emails back into Amicus and using the Select From Excel found in the Yellow Box Search option
Tue 30	Amicus - For new starters Finished 14:00 - 15:30 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
Wed 31	Amicus Yellow Box Searching Workshop 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

November 2018

Tue 6	Amicus - For new starters Finished 11:30 - 13:00 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
Wed 14	Introduction to Amicus for new College starters Finished 09:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the following: How to log into Amicus How to navigate around the system and useful shortcuts How to view alumni and donor details How to add a contact report How to view a shared prospect group and associated reports You will have access to Amicus throughout training with plenty of opportunity to follow along in the system and complete some exercises.
Fri 16	Amicus - For new starters Finished 10:00 - 11:30 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
Tue 20	Amicus Yellow Box Searching for new starters Finished 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 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.
Wed 21	Amicus - For new starters Finished 14:00 - 15:30 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 2018

Tue 4	Amicus Yellow Box Searching for new starters Finished 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 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.
Fri 7	Amicus - For new starters Finished 10:00 - 11:30 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
Wed 12	Introduction to Amicus for new College starters Finished 09:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the following: How to log into Amicus How to navigate around the system and useful shortcuts How to view alumni and donor details How to add a contact report How to view a shared prospect group and associated reports You will have access to Amicus throughout training with plenty of opportunity to follow along in the system and complete some exercises.

January 2019

Tue 22	Introduction to Amicus for new College starters Finished 10:00 - 11:45 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the following: How to log into Amicus How to navigate around the system and useful shortcuts How to view alumni and donor details How to add a contact report How to view a shared prospect group and associated reports You will have access to Amicus throughout training with plenty of opportunity to follow along in the system and complete some exercises.
Mon 28	Amicus - For new starters Finished 11:30 - 13:00 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
Tue 29	Amicus - For new starters Finished 14:00 - 15:30 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

February 2019

Mon 11	Amicus - For new starters Finished 13:30 - 15:00 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
Wed 13	Introduction to Amicus for new College starters CANCELLED 10:00 - 11:45 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the following: How to log into Amicus How to navigate around the system and useful shortcuts How to view alumni and donor details How to add a contact report How to view a shared prospect group and associated reports You will have access to Amicus throughout training with plenty of opportunity to follow along in the system and complete some exercises.
Fri 15	Amicus Yellow Box Searching for new starters Finished 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 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.
Mon 25	Get up and running on Amicus Finished 09:30 - 12:30 Cambridge University Development and Alumni Relations, Training Room Suite 2 This is session has been created for those in Development and Alumni Relations who haven't had a chance to attend the Amicus new starter training. This session will include time for people to complete the prerequisite online training needed to create an Amicus user account.
	Amicus - Contact Reports Finished 14:30 - 15:15 Cambridge University Development and Alumni Relations, Training Room Suite 2 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.
Tue 26	Amicus data exchange reports Finished 10:15 - 11:15 Cambridge University Development and Alumni Relations, Training Room Suite 2 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 - Prospect Information & Analysis Overview and Q & A Finished 14:30 - 15:30 Great Ouse Meeting Room, Suite 1, CUDAR office The Prospect Information & Analysis team will give you an overview on key prospect fields and where to find them, they will also be on hand to answer any questions regarding prospect information in Amicus. Do you have any questions around CUDAR's wealth ratings? Do you want to know more about all things fundraising related in Amicus? If so, come along to this interactive session with members of the Prospect Information and Analysis team who will be happy to answer any questions around this area of Amicus. Submit any questions you have to amicussupport@admin.cam.ac.uk mentioning this session in the subject line.