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15 matching courses
Courses per page: 10 | 25 | 50 | 100


Amicus Access Policy for All Amicus Users Self-taught Booking not required

This course will take no more than ten minutes to complete. There is a short assessment at the end of the course.

The course introduces the Amicus Access policy that supports how fundraising and alumni relations teams across Collegiate Cambridge, including affiliated groups and institutions, use the Amicus system.

You do not need sound for this course.

This session is a working session to help you add and edit Biographical Details, add Addresses, and link Business Addresses in Amicus.

1 other event...

Date Availability
Mon 23 Jul 2018 14:00 [Places]
Amicus online - Adding a contact report Self-taught Booking not required

This online course will take you through adding a contact report in Amicus:

  • Adding an action
  • Adding a contact report
  • Editing a contact report
Amicus online - Adding education Self-taught Booking not required

This online course will take you through adding education in Amicus:

  • Locating education data tab
  • Adding education
  • Updating education
Amicus online - Adding interests Self-taught Booking not required

This online course will take you through adding interests in Amicus:

  • Decision point: Add to a contact record or prospect record?
  • Adding an interest to a contact record
  • Adding an interest to a prospect record
  • Updating interests
Amicus online - Create a limited info record Self-taught Booking not required

This online course will take you through adding a limited info record in Amicus:

  • Decision: when to add a limited information record?
  • Adding a limited information record
  • Updating a limited information record
Amicus online - How to get a standard report Self-taught Booking not required

This online course will take you through the steps to find a standard report in Amicus:

  • What reports are available as a standard report?
  • Locating reports
  • Downloading reports
Amicus online - Logging in and navigation Self-taught Booking not required

This online course takes you through the first steps of logging in to Amicus. It covers:

  • How to log in
  • Accessing help online
  • Customising your screen
  • Navigation from the main screen
  • Modules and ribbon bars
  • List view, table view, map view
  • Setting up favourites
  • Dashboards
Amicus online - Updating contact preferences Self-taught Booking not required

This online course will take you through updating contact preferences in Amicus:

  • Locating contact preferences data tab
  • Updating contact preferences
  • Data protection considerations
Amicus online - Viewing a contact record Self-taught Booking not required

This online course will take you through viewing a contact record in Amicus:

  • Searching for a contact record
  • Data tabs and what information is available
  • Navigating around the contact record
  • How to customise and filter columns within data tabs
Amicus online - Viewing a prospect record Self-taught Booking not required

This online course will take you through viewing a prospect record in Amicus:

  • Searching for a prospect record
  • Data tabs and what information is available
  • Navigating around the prospect record
  • How to customise and filter columns within data tabs
  • How to search and view contact reports
  • How to find giving information
  • Quick guide to the solicitation cycle screens
Amicus Yellow Box Searching Workshop new Wed 20 Jun 2018   14:00   [More dates...] [Places]

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

2 other events...

Date Availability
Thu 12 Jul 2018 10:00 [Places]
Mon 16 Jul 2018 14:00 [Places]
An overview of Amicus (online version) Self-taught Booking not required

This overview should take no more than 30 minutes to complete. You can view it as many times as you like, or complete certain sections and come back later.

This overview will showcase some of the benefits and give you a sneak peek of functionality within Amicus.

A short video with sound is included at the beginning of the overview. Headphones or speakers will be required for this part.

We hope you enjoy it.

Data Protection for Development and Alumni Relations Self-taught Booking not required

This course should take around 30 minutes to complete. It contains a short assessment at the end. You will need to correctly answer 7 out of 8 questions in order to pass. A pass score is required to gain access to Amicus.

The course covers the basics of the UK Data Protection Act required by fundraising and alumni relations staff across Collegiate Cambridge.

There is no sound in this course.

Introduction to Amicus for new College starters Wed 25 Jul 2018   09:30 [Places]

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.

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