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Amicus Training

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Amicus Training course timetable

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Tue 26 Feb 2019 – Thu 11 Apr 2019

February 2019

Tue 26	Amicus data exchange reports 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 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 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 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 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: Creating a search Checking the results Saving the search Exporting the data using Amicus Reporting Services https://amicus.admin.cam.ac.uk/reports/browse/

March 2019

Fri 1	Amicus - Standard Reports 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 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
Mon 4	Amicus - For new starters Finished 14:30 - 16:00 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 6	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 11	Get up and running on Amicus 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 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 12	Amicus data exchange reports 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 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 13	Refresh me - for Amicus College users 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
	Yellow Box Searching for non-migrated Colleges 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: Creating a search Checking the results Saving the search Exporting the data using Amicus Reporting Services https://amicus.admin.cam.ac.uk/reports/browse/
Thu 14	Amicus webinar - Contact Reports Finished 10:00 - 10:45 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.
Fri 15	Amicus - Standard Reports 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 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
Mon 18	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.
Wed 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.
	Amicus - For new starters Finished 14:30 - 16:30 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
Thu 21	Amicus - For new starters Finished 14:30 - 16:30 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

April 2019

Tue 2	Amicus Yellow Box Searching for new starters CANCELLED 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 3	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.
Thu 11	Introduction to Amicus for new College starters Finished 10:00 - 12:00 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.