All Amicus Training courses

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

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

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

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

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.

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

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

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.

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.

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

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.

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

• Alumni groups
• Boards
• Committees

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

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

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

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

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.

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

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.

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

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

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

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.

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.

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

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 system steps required for updating deceased or gone-away information:

• Updating a record with deceased information
• Updating a record with gone-away information

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

• Creating volunteers and opportunities
• Assigning volunteers to an opportunity and document checks
• Creating a board or committee
• Withdrawing or deactivating a volunteer
• Coding a speaker
• Creating an alumni group, updating alumni group records and the governance process

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

• Activity
• Opportunities
• Creating a Volunteer

This is a pilot run of the Amicus Volunteers 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.

Add-ins are components which you can add to your Microsoft Office applications in order to provide extra features and functionality. There are three add-ins for Microsoft Office (Word, Outlook and Excel), which you will need to install if you want to be able to use features such as creating letter templates, logging documents and emails back into Amicus and using the Select From Excel found in the Yellow Box Search option

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

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

Yellow Box Searching is 'advanced searching' in Amicus. You can use it to find specific selections of data or contacts from within Amicus. Many Amicus users use yellow box search in the first step to creating a mailing or inviting contacts to an event. This session will be an introduction to Yellow Box Searching for anyone who has just gained access to Amicus.

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

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The Effective Meetings course is ideal for anyone who participates and/or leads meetings on a regular basis. The course covers:

• Understanding different types of meetings i.e. purpose and implication
• Understanding things that can typically go wrong in meetings
• Techniques for managing meetings and ways to apply chairing skills
• Tips on how to keep a meeting on track
• The four F's (focus, friendship, facilitation and feedback) and applying them
• Harnessing different personality styles to best achieve outcomes
• Managing upwards in meetings
• Individual action plan to apply the learning

The Facilitation Skills workshop is ideal for anyone leading work to deliver significant change to current working practices and/or with a need to harness business decisions from a diverse working group. The full day workshop includes:

• Understanding the role of the facilitator and when to use facilitation
• Understanding the different approaches to facilitation
• Awareness of key attitudes and behaviours needed to facilitate effectively
• Reviewing and practising the basic skills needed to facilitate effectively
• Understanding the importance of team dynamics in facilitation
• Becoming familiar with the key tools and techniques that can be used in facilitation

This is session has been created for those in Development and Alumni Relations who haven't had a chance to attend the Amicus new starter training. This session will include time for people to complete the prerequisite online training needed to create an Amicus user account.

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.

This session will be an introduction to Raiser's Edge, you will be able to search for records, add an individual and pick up key terminology used at CUDAR in relation to Raiser's Edge.

This session will explain how to use the Query and Export module within Raiser's Edge. Queries and Exports are an important tool that can be used in many processes throughout Raiser's Edge.

Has it been a while since you last logged into Amicus? Need a quick refresher? This course will cover the following

• How to find contacts
• Using datatabs to find useful information
• Adding contact reports to shared prospects
• Which reports are available to use

This Workshop is designed to prepare and equip staff with the skills to boost resilience, enhancing the ability to cope and respond positively to a variety of challenging situations presented at work and at home.

• To explain the relationship between resilience, stress and pressure
• To help spot stress symptoms in yourself and your colleagues
• To identify barriers to resilience and causes of stress (work & home)
• To highlight the resources available to boost your own resilience to equip you for a range of challenging situations
• To measure and explore own resilience levels and coping styles using the outputs of the i-resilience tool
• To expand upon and practice a range of coping skills covering the areas of Mind, Body and Spirit
• To prepare a personal action plan to increase your own resilience

• To explain the relationship between resilience, stress and pressure
• To help spot stress symptoms in yourself and your direct reports
• To identify barriers to resilience and causes of stress (work & home)
• To support you in addressing barriers to resilience in your staff and providing them with appropriate support, at the same time, enhancing their performance and that of your team
• To explore how your management style may impact on the resilience of your team
• To prepare an action plan to enhance the resilience of your team

• To highlight the resources available to boost your own resilience to equip you for a range of challenging situations
• To measure and explore own resilience levels and coping styles using the outputs of the i-resilience tool
• To expand upon and practice a range of coping skills covering the areas of Mind, Body and Spirit
• To prepare a personal action plan to increase your own resilience

Q&A sessions with fundraising staff on new work plan procedure:

• How to add and update solicitation cycles
• How to tag solicitation cycles to work plan
• Overview of work plan process and timeline

Does your team have lots of Amicus questions? Do you feel that as a team you will benefit from some Amicus training?

Yellow Box Searching is 'advanced searching' in Amicus. You can use it to find specific selections of data or contacts from within Amicus. Many Amicus users use yellow box search in the first step to creating a mailing or inviting contacts to an event.

This session will be aimed at specific users within CUDAR. You will be generating yellow box searches, then using a specific event report, to export the data into excel.

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

• Creating a search
• Checking the results
• Saving the search
• Exporting the data using Amicus Reporting Services https://amicus.admin.cam.ac.uk/reports/browse/