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Amicus Training

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Amicus Training course timetable

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Tue 12 Sep 2017 – Thu 14 Sep 2017

Tuesday 12 September 2017

09:30	Amicus - Stewardship Finished 09:30 - 10:00 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the system steps required to record stewardship details in Amicus.
	Amicus - Adding relationships and households Finished 09:30 - 10:30 Cambridge University Development and Alumni Relations, Training Room Suite 2 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
10:00	Amicus - Donor list and recognition groups Finished 10:00 - 10:30 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the system steps and process for maintaining: Donor list Recognition groups VC letters
11:00	Amicus - Gift acknowledgement Finished 11:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the system steps and process for processing gift acknowledgements within Amicus.
	Amicus - Adding relationships and households Finished 11:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 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
13:00	Amicus - Yellow box searching and reporting Finished 13:00 - 14:00 Great Ouse Meeting Room, Suite 1, CUDAR office 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
13:30	Amicus - Adding employment Finished 13:30 - 14:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the system steps in Amicus to add or update employment records: Adding employment Updating employment
14:00	Amicus - Adding employment Finished 14:00 - 14:30 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the system steps in Amicus to add or update employment records: Adding employment Updating employment
14:30	Amicus - Interactions: Writing letters and emails Finished 14:30 - 15:30 Great Ouse Meeting Room, Suite 1, CUDAR office 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
15:00	Amicus - Adding employment Finished 15:00 - 15:30 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the system steps in Amicus to add or update employment records: Adding employment Updating employment
15:30	Amicus - Updating biographical information Finished 15:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office 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

Wednesday 13 September 2017

09:30	Amicus - Interactions: Writing letters and emails CANCELLED 09:30 - 10:30 Great Ouse Meeting Room, Suite 1, CUDAR office 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
10:00	Amicus - Prospect identification, ratings and due diligence Finished 10:00 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the prospect management functionality within Amicus: Identifying a prospect Adding and editing wealth ratings Adding due diligence data
11:00	Amicus - Updating biographical information Finished 11:00 - 11:30 Great Ouse Meeting Room, Suite 1, CUDAR office 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
11:30	Amicus - Adding employment Finished 11:30 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the system steps in Amicus to add or update employment records: Adding employment Updating employment
13:00	Amicus - Solicitation cycles Finished 13:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 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
14:00	Amicus - Updating biographical information Finished 14:00 - 14:30 Great Ouse Meeting Room, Suite 1, CUDAR office 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
14:30	Amicus - Adding actions Finished 14:30 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the system steps required to add actions in Amicus: Adding an action Assigning actions Reminders Completing actions
15:30	Amicus - Adding actions CANCELLED 15:30 - 16:00 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the system steps required to add actions in Amicus: Adding an action Assigning actions Reminders Completing actions

Thursday 14 September 2017

09:30	Amicus - Adding relationships and households Finished 09:30 - 10:30 Cambridge University Development and Alumni Relations, Training Room Suite 2 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
10:00	Amicus - Prospect identification, ratings and due diligence Finished 10:00 - 12:00 Great Ouse Meeting Room, Suite 1, CUDAR office This course covers the prospect management functionality within Amicus: Identifying a prospect Adding and editing wealth ratings Adding due diligence data
11:00	Amicus - Adding mass communications Finished 11:00 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2 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
11:30	Amicus - Adding employment Finished 11:30 - 12:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the system steps in Amicus to add or update employment records: Adding employment Updating employment
13:00	Amicus - Merging and de-duping records POSTPONED 13:00 - 14:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course covers the system steps and process required when de-duping and merging records within Amicus.
	Amicus - Solicitation cycles Finished 13:00 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office 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
14:00	Amicus - Creating complex reports CANCELLED 14:00 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2 This course shows you how to create bespoke reports containing complex and detailed data sets.