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Amicus Training

All Amicus Training courses

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Showing courses 31-40 of 103
Courses per page: 10 | 25 | 50 | 100

Amicus Events overview new Mon 23 Sep 2019   10:00 Finished

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 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:

  • Sync between Amicus Online (Civi CRM) and Amicus CRM
  • Booking contacts
  • Mailing contacts for an event
Amicus Events - PILOT new Thu 1 Dec 2016   13:00 Finished

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.

Amicus Familiarisation Session new Thu 3 Aug 2017   15:00 CANCELLED

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
Amicus Finance new Wed 8 Feb 2017   13:00 Finished

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
Amicus - Finance for migrated Colleges Fri 15 Sep 2017   09:00 Finished

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
Amicus Finance overview Wed 18 Sep 2019   11:30 Finished

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
Amicus for Database Team new Fri 17 Feb 2017   11:00 Finished

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.

Amicus for Database Team - PILOT new Mon 19 Dec 2016   09:30 CANCELLED

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.

Amicus for Fundraisers and PIA - PILOT new Tue 13 Dec 2016   09:30 Finished

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.

Amicus for Fundraisers and Prospect Information Team new Thu 23 Feb 2017   09:30 Finished

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
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