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Amicus Training

Bookings | Timetable | Courses | Themes | Venues

Amicus Training course timetable

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Fri 22 Sep 2017 – Wed 4 Oct 2017

Friday 22 September 2017

09:30	Amicus 1-2-1 training for cutover 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.
11:00	Amicus 1-2-1 training for cutover 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!
13:30	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
15:00	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

Tuesday 26 September 2017

10:00	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
11:00	Amicus 1-2-1 training for cutover 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!
14:00	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
15:30	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

Wednesday 27 September 2017

09:30	Amicus 1-2-1 training for cutover 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!
10:00	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
10:30	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
11:00	Amicus 1-2-1 training for cutover 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!
11:30	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
14:00	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
15:00	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

Friday 29 September 2017

09:30	Amicus 1-2-1 training for cutover 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
14:00	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.

Monday 2 October 2017

10:00	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.
11:00	Amicus 1-2-1 training for cutover 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!

Wednesday 4 October 2017

09:00	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
10:00	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
13:30	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
14:00	Amicus 1-2-1 training for cutover 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!
14:30	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
15:00	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.
15:30	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