Amicus - Creating a new contact record BeginnersPrerequisites
Wed 18 Oct 2017
Description
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
Target audience
This course is suitable for fundraising and alumni relations staff within CUDAR and Colleges who have fully migrated to Amicus.
Prerequisites
You must complete the following online courses prior to attending this course:
- Amicus online - Logging in and navigation
- Amicus online - Viewing a contact record
- Amicus online - Viewing a prospect record (for users accessing fundraising data only)
Sessions
Number of sessions: 1
| # | Date | Time | Venue | Trainer | |
|---|---|---|---|---|---|
| 1 | Wed 18 Oct 2017 09:30 - 10:30 | 09:30 - 10:30 | Cambridge University Development and Alumni Relations, Training Room Suite 2 | map | William Dixon |
User guides related to this course
All user guides are available online via the Amicus Support Area. However, if you would like to print a copy of the procedure to bring with you and make notes, please follow the link below.
Duration
One hour.
Theme
Amicus rollout programme Sept-Oct 2017
Booking / availability