All courses

This course is designed to give you the foundation knowledge of what is held in Amicus and help you get started using it. It will cover:

• How to view and edit contact records
• Where to find employment, education, relationships, giving details and interests
• Recording actions and interactions
• An overview of the prospect solicitation cycle and how to complete contact reports
• How to create a contact records
• Corresponding with individuals
• How to view reports

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

This session is a working session to help you add and edit Biographical Details, add Addresses, and link Business Addresses in Amicus.

This course covers the communications functionality within the Amicus system:

• Sending mass communications
• Corresponding with individuals or small groups
• Managing salutations and contact preferences
• Recording famous individuals, social media and CAM contributors
• Managing templates and managing the Communications working group

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

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.

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 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.

This course covers the system steps and process for maintaining:

• Donor list
• Recognition groups
• VC letters

This course is a short refresher session of the Introduction to Amicus for new College starters course. This is ideal for anyone who completed the introductory course and either hasn't used Amicus since or would like some reminders of where to find essential information.

Following completion of the Amicus Basics course, this session will give you give you detailed knowledge of:

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

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 cover the following areas:

• New Event workflow in Amicus
• Booking and Invite form
• Guests at Events

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.

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

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

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

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

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.

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.

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.

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

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 is designed to get started in using Amicus. It will cover:

• An overview of the functional areas in the system
• Navigation and searching for records
• How to update contact records
• How to create Actions and Interactions
• Adding reports to your dashboard

Have you struggled with any fundraising aspect of Amicus? Do you have any burning questions you have not found the answer to? Attend this interactive session with Katie Green and Anabela Ali to talk about all things fundraising related in Amicus. Come along with any questions or challenges you have faced! Snacks will be available.

For users unfamiliar with the Fundraising module in Amicus, this overview will cover many of the major areas that are used by development 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:

• Contact Reports
• Solicitation Cycles
• Ratings
• Legacies
• Shared Prospects
• Prospects and assigning fundraisers

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

Welcome to the first Amicus Hackathon where we will aim to specify the changes we want to see to enable us to view donor giving information in an easier and more accurate way.

In this interactive session we will divide into cross functional groups. Each group will generate ideas of what data is required and how it should be viewable. We will then share proposals and agree on a specification to take forward for future development.

This webinar is aimed at the user who hasn't used Amicus in while, and needs a quick refresh on how to find records and navigate around Amicus.

Learn how to export the data you need from Amicus. Using Amicus Reporting Services you will be able to view and run a number of pre built reports created for the institutions that use Amicus. You will also use Amicus Reporting Services to export data you have selected using a saved Yellow Box Search.

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

Learn how to use the mailing module to create mass mailings. We will use Amicus CRM to create the mailing and Amicus Reporting Services to export the data.

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.

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

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

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

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.

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

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.

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

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

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

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.

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.

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

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