All Amicus Training courses

This course covers the system steps required to add actions in Amicus:

• Adding an action
• Assigning actions
• Reminders
• Completing actions

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 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 course covers the system steps in Amicus to add or update employment records:

• Adding employment
• Updating employment

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

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

On completion of Amicus training, you will need to enrol on an assessment course. You will need to complete a maximum of 3 scenarios within Amicus. This will ensure you are comfortable and confident using the system in preparation for when we go live. It's not a scary test - remember:

• You can bring your training notes
• A trainer will be on hand to answer any questions

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

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

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

This course covers the communications functionality within the Amicus system:

• Sending mass communications
• Corresponding with individuals or small groups
• Managing salutations and contact preferences
• Recording famous individuals, social media and CAM contributors
• Managing templates and managing the Communications working group

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

Learn why its important to record Contact Reports in Amicus. You will learn to find the correct contact, create an Action, then create a contact report which can then be linked to a solicitation cycle.

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 shows you how to create bespoke reports containing complex and detailed data sets.

This session will give you an overview updates are received by Cambridge University Development and Alumni Relations. We will also look at how updates are recorded (with an overview of key fields in Amicus). You will also be shown how to download and filter the monthly data exchange reports.

This course covers the system steps and process for maintaining:

• Donor list
• Recognition groups
• VC letters

This course is a short refresher session of the Introduction to Amicus for new College starters course. This is ideal for anyone who completed the introductory course and either hasn't used Amicus since or would like some reminders of where to find essential information.

Following completion of the Amicus Basics course, this session will give you give you detailed knowledge of:

• Creating an event, budgets, resources and sending invitations
• Managing bookings, dietary requirements and attaching documents
• Creating a guest list, name badges and attendee itineraries

For users unfamiliar with the Events module in Amicus, this overview will cover many of the major areas that are used by event professionals.

We will cover the following areas:

• New Event workflow in Amicus
• Booking and Invite form
• Guests at Events

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

This session includes:

• An introduction to Amicus, why we're changing systems and the journey so far
• A demo of the system
• What's happening in the next few months
• Opportunity to ask any questions

This course will give you detailed knowledge and hands-on experience for:

• Gift aid declarations
• Day book procedure and creating batches
• Destination and source codes
• Adding pledges, payment files, online batches and gift aid claims
• Recording gifts in kind and Canadian tax receipts

This course will go through the Amicus finance processes, covering:

• Gift aid declarations
• Day book procedure and creating batches
• Destination and source codes
• Adding pledges, payment files, online batches and gift aid claims
• Recording direct debits and standing orders
• Recording gifts in kind and Canadian tax receipts

For users unfamiliar with the Finance module in Amicus, this overview will cover many of the major areas that are used by gift services 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:

• Batch
• Pledges
• Gifts in Kind
• Destination codes