Amicus Basics New
Description
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
Target audience
Please check your Amicus training email to ensure you are eligible for this course. If you are not eligible but would like to attend, please contact Sam Grimley or Will Dixon.
Prerequisites
You must complete the following online courses prior to attending this course:
- Data Protection for Development and Alumni Relations
- Amicus Trust and Transparency Policy
Duration
One full day
Events available