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Amicus Training

All Amicus Training courses

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Showing courses 51-75 of 103
Courses per page: 10 | 25 | 50 | 100

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.

Amicus New User Interface new Fri 27 Jul 2018   15:30 Finished

Learn about the new user interface for Amicus in this short presentation

Amicus New User Interface - Classroom new Fri 27 Jul 2018   10:00 Finished

Learn about the new user interface for Amicus in this short presentation

Amicus online - Adding a contact report Self-taught Booking not required

This online course will take you through adding a contact report in Amicus:

  • Adding an action
  • Adding a contact report
  • Editing a contact report
Amicus online - Adding education Self-taught Booking not required

This online course will take you through adding education in Amicus:

  • Locating education data tab
  • Adding education
  • Updating education
Amicus online - Adding interests Self-taught Booking not required

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
Amicus online - Create a limited info record Self-taught Booking not required

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
Amicus online - How to get a standard report Self-taught Booking not required

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
Amicus online - Logging in and navigation Self-taught Booking not required

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
Amicus online - Updating contact preferences Self-taught Booking not required

This online course will take you through updating contact preferences in Amicus:

  • Locating contact preferences data tab
  • Updating contact preferences
  • Data protection considerations
Amicus online - Viewing a contact record Self-taught Booking not required

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
Amicus online - Viewing a prospect record Self-taught Booking not required

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
Amicus Overview new Wed 17 May 2017   14:00 Finished

This course gives you a high level overview of the Amicus system with some hands-on experience for the following:

  • How to log in and log out
  • How to personalise your dashboard
  • How to view reports
Amicus Overview - PILOT new Mon 16 Jan 2017   14:00 Finished

This is a pilot run of the Amicus Overview course. Attendance will be by invitation only. For enquiries about this course, please contact Sam Grimley, Will Dixon or Sue Bourne.

This course covers the prospect management functionality within Amicus:

  • Identifying a prospect in Amicus
  • Wealth ratings in Amicus
  • Due diligence data in Amicus

The Prospect Information & Analysis team will give you an overview on key prospect fields and where to find them, they will also be on hand to answer any questions regarding prospect information in Amicus. Do you have any questions around CUDAR's wealth ratings? Do you want to know more about all things fundraising related in Amicus?

If so, come along to this interactive session with members of the Prospect Information and Analysis team who will be happy to answer any questions around this area of Amicus.

Submit any questions you have to amicussupport@admin.cam.ac.uk mentioning this session in the subject line.

Amicus Reports overview new Tue 19 Nov 2019   10:00   [More dates...] [Places]

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

1 other event...

Date Availability
Mon 18 Nov 2019 10:00 CANCELLED
Amicus Roadmap new Wed 24 Oct 2018   11:30 Finished

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 - 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 - Standard Reports new Fri 15 Mar 2019   10:00 Finished

Find out what standard reports are available to Colleges and where to find them in this short session.

  • Learn how to customise your dashboard
  • access the new report launched by the College Relations team
Amicus - Stewardship Fri 29 Sep 2017   14:00 Finished

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

Amicus Stewardship - PILOT new Wed 18 Jan 2017   09:30 Finished

This is a pilot run of the Amicus Stewardship course. Attendance will be by invitation only. For enquiries about this course, please contact Sam Grimley, Will Dixon or Sue Bourne.

Amicus - Team Overviews new Unscheduled Not bookable

This is an interactive overview session led by teams, showcasing how they are using Amicus and where you can view information that may be useful to you in your role.

If you wish to know more about how other teams use Amicus, use the Register interest box on the left hand side and please state in the Special Requirements section which team you would like an overview with.

Amicus Train the Trainer new Thu 15 Sep 2016   10:00 Finished

This course is for development and alumni relations staff who are delivering Amicus training to their functional areas as part of the system rollout. This workshop is interactive and will cover:

  • how the Amicus training sessions will be structured
  • familiarisation of the training materials that will be used
  • some practical training on how to lead an IT training session
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