Amicus Training course timetable

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

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

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

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

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

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

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.

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

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)

This course covers the system steps and process for maintaining:

• Donor list
• Recognition groups
• VC letters

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

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.

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

• Alumni groups
• Boards
• Committees

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

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

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

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

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

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

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

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

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

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

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.