All Amicus Training courses
Showing courses 26-50 of 91
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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