skip to navigation skip to content
Providers & themes
Find theme:
Select provider / theme

Theme: Amicus rollout programme Sept-Oct 2017

Show:
Show only:

21 matching courses


Amicus - Adding a volunteer Wed 25 Oct 2017   09:30 Finished

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
Amicus - Adding actions Thu 5 Oct 2017   09:30 Finished

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

  • Adding an action
  • Assigning actions
  • Reminders
  • Completing actions
Amicus - Adding and maintaining events Tue 10 Oct 2017   10:00 Finished

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
Amicus - Adding employment Fri 6 Oct 2017   11:30 Finished

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

  • Adding employment
  • Updating employment
Amicus - Adding mass communications Wed 27 Sep 2017   10:30 Finished

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
Amicus - Adding relationships and households Thu 12 Oct 2017   11:30 Finished

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
Amicus - Creating a new contact record Wed 18 Oct 2017   09:30 Finished

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
Amicus - Creating complex reports Thu 19 Oct 2017   15:00 Finished

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

Amicus - Donor list and recognition groups Fri 13 Oct 2017   10:00 Finished

This course covers the system steps and process for maintaining:

  • Donor list
  • Recognition groups
  • VC letters
Amicus - Finance for migrated Colleges Fri 15 Sep 2017   09:00 Finished

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
Amicus - For new starters Fri 7 Dec 2018   10:00 Finished

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
  • Writing letters and emails
  • Managing contact preferences
  • How to run reports
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 - 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 - 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.

This course covers the prospect management functionality within Amicus:

  • Identifying a prospect in Amicus
  • Wealth ratings in Amicus
  • Due diligence data in Amicus
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 - Stewardship Fri 29 Sep 2017   14:00 Finished

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

Amicus - Updating biographical information Wed 18 Oct 2017   10:30 Finished

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
Amicus - Yellow box searching and reporting Wed 18 Oct 2017   11:30 Finished

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
[Back to top]