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This course will take no more than ten minutes to complete. There is a short assessment at the end of the course.
The course introduces the Amicus Access policy that supports how fundraising and alumni relations teams across Collegiate Cambridge, including affiliated groups and institutions, use the Amicus system.
You do not need sound for this course.
This online course will take you through adding a contact report in Amicus:
- Adding an action
- Adding a contact report
- Editing a contact report
This online course will take you through adding education in Amicus:
- Locating education data tab
- Adding education
- Updating education
This online course will take you through adding interests in Amicus:
- Decision point: Add to a contact record or prospect record?
- Adding an interest to a contact record
- Adding an interest to a prospect record
- Updating interests
This online course will take you through adding a limited info record in Amicus:
- Decision: when to add a limited information record?
- Adding a limited information record
- Updating a limited information record
This online course will take you through the steps to find a standard report in Amicus:
- What reports are available as a standard report?
- Locating reports
- Downloading reports
This online course takes you through the first steps of logging in to Amicus. It covers:
- How to log in
- Accessing help online
- Customising your screen
- Navigation from the main screen
- Modules and ribbon bars
- List view, table view, map view
- Setting up favourites
- Dashboards
This online course will take you through updating contact preferences in Amicus:
- Locating contact preferences data tab
- Updating contact preferences
- Data protection considerations
This online course will take you through viewing a contact record in Amicus:
- Searching for a contact record
- Data tabs and what information is available
- Navigating around the contact record
- How to customise and filter columns within data tabs
This online course will take you through viewing a prospect record in Amicus:
- Searching for a prospect record
- Data tabs and what information is available
- Navigating around the prospect record
- How to customise and filter columns within data tabs
- How to search and view contact reports
- How to find giving information
- Quick guide to the solicitation cycle screens
For users unfamiliar with the reports area in Amicus, this give you a quick overview of how reports are used in Amicus. We will look at the work that you do in your team and how it goes towards generating valuable reports used by all users of Amicus We will cover the following areas:
- Amicus Reporting Services
- Dashboard
- The report button within Amicus
For users unfamiliar with the Volunteer module in Amicus, this overview will cover many of the major areas that are used by volunteer 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:
- Activity
- Opportunities
- Creating a Volunteer
This overview should take no more than 30 minutes to complete. You can view it as many times as you like, or complete certain sections and come back later.
This overview will showcase some of the benefits and give you a sneak peek of functionality within Amicus.
A short video with sound is included at the beginning of the overview. Headphones or speakers will be required for this part.
We hope you enjoy it.
This course should take around 30 minutes to complete. It contains a short assessment at the end. You will need to correctly answer 7 out of 8 questions in order to pass. A pass score is required to gain access to Amicus.
The course covers the basics of the UK Data Protection Act required by fundraising and alumni relations staff across Collegiate Cambridge.
There is no sound in this course.
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.
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 aimed at specific users within CUDAR. You will be generating yellow box searches, then using a specific event report, to export the data into excel.