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CUDAR 2018-2019 Training Programme

Programme of events provided by Amicus Training
(Tue 4 Sep 2018 - Fri 30 Aug 2019)

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Tue 4 Sep 2018 – Tue 6 Nov 2018

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September 2018

Tue 4
Amicus Yellow Box Searching Workshop Finished 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Wed 12
Amicus - For new starters Finished 15:00 - 18:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Thu 13
Introduction to Amicus for new College starters Finished 09:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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.

Fri 14
Amicus Yellow Box Searching for new starters new Finished 10:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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.

Tue 18
Amicus - For new starters Finished 14:00 - 16:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Wed 19
Amicus - For new starters Finished 15:30 - 18:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Thu 27
Amicus Yellow Box Searching for new starters new Finished 10:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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.

October 2018

Fri 5
Amicus - For new starters Finished 10:00 - 11:45 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Tue 9
Amicus - For new starters Finished 15:00 - 16:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Thu 11
Introduction to Amicus for new College starters Finished 09:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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.

Mon 15
Amicus - For new starters Finished 14:30 - 16:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Fri 19
Amicus - For new starters Finished 10:00 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Mon 22
Amicus Hints and Tips webinar - refresh new Finished 11:00 - 11:30 Webinar - Your desk

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.

Amicus Yellow Box Searching Workshop Finished 14:30 - 15:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Tue 23
Amicus - Biographical Details, Adding Addresses, and linking Business Addresses new Finished 10:00 - 11:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

This session is a working session to help you add and edit Biographical Details, add Addresses, and link Business Addresses in Amicus.

Amicus Hackathon - Viewing gifts in Amicus new Finished 11:30 - 12:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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.

Amicus Mailing Module - how create mass mailings new Finished 14:30 - 15:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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.

Wed 24
Amicus Roadmap new Finished 11:30 - 12:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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.

Amicus Hints and Tips webinar - refresh new Finished 15:30 - 16:00 Webinar - Your desk

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.

Thu 25
Amicus - How to access reports and export data from Amicus new Finished 10:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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.

Amicus - Fundraising Facts and Snacks: Come for the facts stay for the snacks new Finished 14:00 - 15:00 Great Ouse Meeting Room, Suite 1, CUDAR office

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.

Fri 26
Amicus webinar - how to use Office Addins new Finished 15:00 - 15:30 Webinar - Your desk

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

Tue 30
Amicus - For new starters Finished 14:00 - 15:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

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
Wed 31
Amicus Yellow Box Searching Workshop Finished 14:00 - 15:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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

November 2018

Tue 6
Amicus - For new starters Finished 11:30 - 13:00 Cambridge University Development and Alumni Relations, Training Room Suite 2

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