Theme: Amicus rollout programme Sept-Oct 2017

This course will go through the system steps to creating a volunteer in Amicus:

• How to create volunteers and opportunities and activities
• Assigning volunteers to an opportunity and document checks
• Creating a board or committee
• Withdrawing or deactivating a volunteer
• Overview of coding a speaker

This course covers the system steps required to add actions in Amicus:

• Adding an action
• Assigning actions
• Reminders
• Completing actions

This course is for development and alumni relations staff responsible for adding and maintaining event information in Amicus. It covers:

• Creating an event, budgets, resources and sending invitations
• Managing bookings, dietary requirements and attaching documents
• Creating a guest list, name badges and attendee itineraries

This course covers the system steps in Amicus to add or update employment records:

• Adding employment
• Updating employment

This course covers the mass communications functionality within the Amicus system:

• How many users can be part of mass communications
• How to set up a mass communications
• Using communication templates
• Managing salutations and contact preferences

This course covers the system steps required in Amicus to add and update relationships and households:

• Adding a household
• Adding a relationship
• Editing households and relationships

This course covers the system steps to add a new contact record in Amicus:

• Create a contact
• Updating core biographical information
• Primary and secondary categories
• Data protection essentials

This course shows you how to create bespoke reports containing complex and detailed data sets.

This course covers the system steps and process for maintaining:

• Donor list
• Recognition groups
• VC letters

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

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
• A look at contact preferences
• How to run reports

This course covers the system steps and process for processing gift acknowledgements within Amicus.

This course covers the system steps to adding and recording correspondence with individuals in Amicus:

• Writing a letter through Amicus
• Writing an email through Amicus
• Recording correspondence from individuals within Amicus

This course covers the system steps involved in creating and maintaining:

• Alumni groups
• Boards
• Committees

This course covers the system steps and process required when de-duping and merging records within Amicus.

This course covers the prospect management functionality within Amicus:

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

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

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

This course covers the system steps to add or edit biographical data in Amicus:

• Adding and editing addresses
• Adding and editing email and phone numbers
• Updating primary contact details
• Adding and editing other biographical information

This course covers the system steps required for updating deceased or gone-away information:

• Updating a record with deceased information
• Updating a record with gone-away information

This course covers the yellow box search functionality within Amicus:

• Creating simple data searches using yellow box searches
• Saving a search
• Transferring search data to a report
• Reporting rules and best practice