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Amicus Training

Amicus Training course timetable

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Tue 30 Oct 2018 – Fri 1 Mar 2019

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October 2018

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
Wed 14
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 16
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
Tue 20
Amicus Yellow Box Searching for new starters Finished 10:00 - 11:00 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.

Wed 21
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

December 2018

Tue 4
Amicus Yellow Box Searching for new starters Finished 10:00 - 11:00 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.

Fri 7
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
Wed 12
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.

January 2019

Tue 22
Introduction to Amicus for new College starters Finished 10:00 - 11:45 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 28
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
Tue 29
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

February 2019

Mon 11
Amicus - For new starters Finished 13:30 - 15:00 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
Wed 13
Introduction to Amicus for new College starters CANCELLED 10:00 - 11:45 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 15
Amicus Yellow Box Searching for new starters Finished 10:00 - 11:00 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.

Mon 25
Get up and running on Amicus new Finished 09:30 - 12:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This is session has been created for those in Development and Alumni Relations who haven't had a chance to attend the Amicus new starter training. This session will include time for people to complete the prerequisite online training needed to create an Amicus user account.

Amicus - Contact Reports new Finished 14:30 - 15:15 Cambridge University Development and Alumni Relations, Training Room Suite 2

Learn why its important to record Contact Reports in Amicus. You will learn to find the correct contact, create an Action, then create a contact report which can then be linked to a solicitation cycle.

Tue 26
Amicus data exchange reports new Finished 10:15 - 11:15 Cambridge University Development and Alumni Relations, Training Room Suite 2

This session will give you an overview updates are received by Cambridge University Development and Alumni Relations. We will also look at how updates are recorded (with an overview of key fields in Amicus). You will also be shown how to download and filter the monthly data exchange reports.

Amicus - Prospect Information & Analysis Overview and Q & A new Finished 14:30 - 15:30 Great Ouse Meeting Room, Suite 1, CUDAR office

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.

Wed 27
Refresh me - for Amicus College users new Finished 10:30 - 11:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

Has it been a while since you last logged into Amicus? Need a quick refresher? This course will cover the following

  • How to find contacts
  • Using datatabs to find useful information
  • Adding contact reports to shared prospects
  • Which reports are available to use
Amicus webinar - Contact Reports new Finished 14:30 - 15:15 Webinar - Your desk

Learn why its important to record Contact Reports in Amicus. You will learn to find the correct contact, create an Action, then create a contact report which can then be linked to a solicitation cycle.

Thu 28
Yellow Box Searching for non-migrated Colleges new Finished 14:30 - 15:30 Cambridge University Development and Alumni Relations, Training Room Suite 2

This session is to help you use yellow box searching for your own data requests. We will cover:

March 2019

Fri 1
Amicus - Standard Reports new Finished 10:00 - 10:45 Cambridge University Development and Alumni Relations, Training Room Suite 2

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 webinar - Standard Reports new Finished 11:30 - 12:15 Webinar - Your desk

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