All Amicus Training courses

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

This course is designed to give you the additional Amicus knowledge required to complete tasks actioned by the Database team. It will cover:

• How to update a deceased record
• How to merge records
• How to update gender changes
• How to add and update sticky notes

There will be time allocated at the end of the course for you to practice what you have learnt in the Amicus Basics course and apply it to Database Team tasks.

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

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

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

• Information held at prospect level
• How to create and edit the solicitation workflow stages
• What good looks like for contact reports
• How to access and create contact reports from your phone or tablet
• Wealth ratings and prospect research tools

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
• A look at contact preferences
• How to run reports