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Amicus Training

All Amicus Training courses

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Showing courses 41-65 of 91
Courses per page: 10 | 25 | 50 | 100

Amicus for New Users new Thu 9 Mar 2017   10:00 Finished

This course is designed to get started in using Amicus. It will cover:

  • An overview of the functional areas in the system
  • Navigation and searching for records
  • How to update contact records
  • How to create Actions and Interactions
  • Adding reports to your dashboard

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.

Amicus Fundraising overview new Mon 29 Jul 2019   10:00 Finished

For users unfamiliar with the Fundraising module in Amicus, this overview will cover many of the major areas that are used by development professionals. We will look at the work that you do in your team and how it benefits the users of this area in Amicus. We will cover the following areas:

  • Contact Reports
  • Solicitation Cycles
  • Ratings
  • Legacies
  • Shared Prospects
  • Prospects and assigning fundraisers
Amicus - Gift acknowledgement Tue 12 Sep 2017   11:00 Finished

This course covers the system steps and process for processing gift acknowledgements within Amicus.

Amicus Hackathon - Viewing gifts in Amicus new Tue 23 Oct 2018   11:30 Finished

Welcome to the first Amicus Hackathon where we will aim to specify the changes we want to see to enable us to view donor giving information in an easier and more accurate way.

In this interactive session we will divide into cross functional groups. Each group will generate ideas of what data is required and how it should be viewable. We will then share proposals and agree on a specification to take forward for future development.

Amicus Hints and Tips webinar - refresh new Wed 24 Oct 2018   15:30 Finished

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.

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 - Interactions: Writing letters and emails Tue 10 Oct 2017   15:30 Finished

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
Amicus Mailing Module - how create mass mailings new Tue 23 Oct 2018   14:30 Finished

Learn how to use the mailing module to create mass mailings. We will use Amicus CRM to create the mailing and Amicus Reporting Services to export the data.

Amicus - Managing alumni groups, boards and committees Wed 25 Oct 2017   11:00 Finished

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

  • Alumni groups
  • Boards
  • Committees
Amicus - Merging and de-duping records Thu 14 Sep 2017   13:00 POSTPONED

This course covers the system steps and process required when de-duping and merging records within Amicus.

Amicus New User Interface new Fri 27 Jul 2018   15:30 Finished

Learn about the new user interface for Amicus in this short presentation

Amicus New User Interface - Classroom new Fri 27 Jul 2018   10:00 Finished

Learn about the new user interface for Amicus in this short presentation

Amicus Overview new Wed 17 May 2017   14:00 Finished

This course gives you a high level overview of the Amicus system with some hands-on experience for the following:

  • How to log in and log out
  • How to personalise your dashboard
  • How to view reports
Amicus Overview - PILOT new Mon 16 Jan 2017   14:00 Finished

This is a pilot run of the Amicus Overview course. Attendance will be by invitation only. For enquiries about this course, please contact Sam Grimley, Will Dixon or Sue Bourne.

This course covers the prospect management functionality within Amicus:

  • Identifying a prospect in Amicus
  • Wealth ratings in Amicus
  • Due diligence data in Amicus

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.

Amicus Reports overview new Mon 2 Dec 2019   10:30 Finished

For users unfamiliar with the reports area in Amicus, this give you a quick overview of how reports are used in Amicus. We will look at the work that you do in your team and how it goes towards generating valuable reports used by all users of Amicus We will cover the following areas:

  • Amicus Reporting Services
  • Dashboard
  • The report button within Amicus
Amicus Roadmap new Wed 24 Oct 2018   11:30 Finished

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 - Solicitation cycles Tue 26 Sep 2017   10:00 Finished

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
Amicus - Standard Reports new Fri 15 Mar 2019   10:00 Finished

Find out what standard reports are available to Colleges and where to find them in this short session.

  • Learn how to customise your dashboard
  • access the new report launched by the College Relations team
Amicus - Stewardship Fri 29 Sep 2017   14:00 Finished

This course covers the system steps required to record stewardship details in Amicus.

Amicus Stewardship - PILOT new Wed 18 Jan 2017   09:30 Finished

This is a pilot run of the Amicus Stewardship course. Attendance will be by invitation only. For enquiries about this course, please contact Sam Grimley, Will Dixon or Sue Bourne.

Amicus - Team Overviews new Unscheduled Not bookable

This is an interactive overview session led by teams, showcasing how they are using Amicus and where you can view information that may be useful to you in your role.

If you wish to know more about how other teams use Amicus, use the Register interest box on the left hand side and please state in the Special Requirements section which team you would like an overview with.

Amicus Train the Trainer new Thu 15 Sep 2016   10:00 Finished

This course is for development and alumni relations staff who are delivering Amicus training to their functional areas as part of the system rollout. This workshop is interactive and will cover:

  • how the Amicus training sessions will be structured
  • familiarisation of the training materials that will be used
  • some practical training on how to lead an IT training session
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