A Member is any individual, organization or household who belongs
to your organization through a membership. Members are first created as
Constituents in Argenta and then assigned as members.
To get stated, choose either Constituents > Members or Membership > Members - from the Argenta main menu on the left-hand side of the screen:
OR
This opens your organizations full list of Members. From here, click the "Add New" button:
This opens the Add A New Member by Designating A Constituent As A Member screen:
To avoid duplicates in your database select the Lookup 
icon to search for and select the constituent you wish to designate as a member. If the Constituent is not in the
system, you can add them by clicking the Add New 
icon. If you
need help adding a constituent, see KB Article - Add Constituent - An Individual. With your constituent selected click the "Add Member & Enter Details" button.
This opens the Member Workspace:
The member workspace has 14 tabs of information. Lets go tab-by-tab and field-by field:
1. Member Details tab:
This tab houses the details for your member. From here you can enter these fields:
- Record Level Permissions - Set As View Only - Placing a checkmark in this box restricts this
record to view-only access unless the user is the user who created the record,
the user is a master admin, or the user is given specific permission to modify
this record on the Record Permissions tab of this
record. Permissions also work by assigning a department, district and/or
precinct. If you have users in your system who are restricted by these
permissions, they will only be able to see records in the
departments/districts/precincts you have granted them access to.
- Record Level Permissions - Lock This Record - Placing a checkmark in this box locks this
record so that users cannot view or update the record unless the user is the
user who created the record, the user is a master admin, or the user is given
specific permission to access this record on the Record Permissions tab
of this record. Permissions also work by assigning a department, district
and/or precinct. If you have users in your system who are restricted by these
permissions, they will only be able to see records in the
departments/districts/precincts you have granted them access to.
- Open The Full Constituent Card - Selecting this button will open the constituents full card allowing access to all the constituent tabs.
- Active Status - Set the members status by selecting the appropriate one from the drop-down list. Your options are: In Process, Active or Inactive.
- Membership Status Code - Select the status code from the drop-down list here. If an appropriate coded is not listed you can add a new one by clicking the Add New
icon. - Ambassador (Referred By) - If someone referred this member, that person is sometimes referred to as
an ambassador. Use this field to select the constituent who acted as an
ambassador for this member. Click the Lookup
icon to search for and select the ambassador. - Member Type - Select the appropriate member type from the drop-down list. If an appropriate type is not listed you can add a new one by clicking the Add New icon.
- Member Category - Select the applicable member category from the drop-down list. If an applicable category is not listed you can add a new one by clicking the Add New icon.
- Membership Level - Select the level from the drop-down list. If an appropriate level is not listed you can add a new one by clicking the Add New icon.
- Active Date - Enter the active date for the member. You can do so by manually typing in a date or by using the date selector.
- Membership Start Year - Enter the start year for their membership here in 4-digit form. Ex. 2020.
- Membership End Year - Enter the end year for their membership here in 4-digit form. Ex. 2021.
- Application Date - Enter the date the member turned in an application to you here. You can do so by manually typing in a date or by using the date selector.
- Nomination Date - Enter the date the member was nominated here. You can do so by manually typing in a date or by using the date selector.
- Approval Date - Enter the date the member was approved here. You can do so by manually typing in a date or by using the date selector.
- Membership Term Start Date - Enter the members term start date here. You can do so by manually typing in a date or by using the date selector.
- Membership Term End Date - Enter the members term end date here. You can do so by manually typing in a date or by using the date selector.
- Renewal Date - Enter the renewal date for membership here. You can do so by manually typing in a date or by using the date selector.
- Chapter - If this member belongs to a specific chapter within
your organization or you wish to restrict users by chapter, select the
appropriate chapter from the drop-down list. If you have users in your
system who are restricted by chapter, they will only be able to see records in
the chapters you have granted them access to.
- Division - If this member belongs to a specific division
within your organization or you wish to restrict users by division, select the
appropriate division from the drop-down list. If you have users in your
system who are restricted by division, they will only be able to see records in
the divisions you have granted them access to.
- Department - If this member belongs to a specific department
within your organization or you wish to restrict users by department, select
the appropriate department from the drop-down list. If you have users in your
system who are restricted by department, they will only be able to see records
in the departments you have granted them access to.
- District - If this member belongs to a specific district
within your organization or you wish to restrict users by district, select the
appropriate district from the drop-down list. If you have users in your system
who are restricted by district, they will only be able to see records in the
districts you have granted them access to.
- Precinct - If this member belongs to a specific precinct
within our organization or you wish to restrict users by precinct, select the
appropriate precinct from the drop-down list. If you have users in your system
who are restricted by precinct, they will only be able to see records in the
precincts you have granted them access to.
- Assigned To (Team Member) - If there is a member of your team that is responsible for this member, click the Lookup icon to search for and select them.
- Acquisition Source - Select the acquisition source from the drop-down list. This is how or why the member became a member with your organization.
- Associated Campaign - If the member is related to a campaign, or was brought in due to a campaign, select the campaign by using the drop-down list.
- Membership Number - If you use membership numbers you can enter this members membership number here.
- Preferred Payment Method - You can set the members preferred payment method here, by selecting it from the drop-down list.
- Is Suspended? - If the member is suspended, select "Yes" otherwise leave this as "No."
- Suspension Reason - If the member is suspended and you selected "Yes" in the previous field, this field will become active and you can select the reason for suspension from the drop-down list. If an applicable reason is not listed you can add a new one by clicking the Add New icon.
- Suspension Start Date - If the member is suspended, enter the start date of the suspension here. You can manually type in a date or use the date selector.
- Suspension End Date - If the member is suspended, enter the end date of suspension here. You can manually type in a date or use the date selector.
- Inactive Date - If the member is suspended due to inactivity, enter the inactive date here. You can manually enter a date or use the date selector.
- Inactive Reason - If the member is inactive you can select the reason for this inactivity from the drop-down list. If an applicable reason is not listed, you can add a new one by clicking the Add New icon.
With all of these fields entered, you should save your changes before moving on. To save your changes and continue working, click the "Save All Changes & Continue" button or the Save
Icon from the top.
2. Groups tab:
This tab will display any groups that the member belongs to. For more help on using member groups please see our other KB Article -
Add Member Groups.
3. Skills/Experience tab:
This tab will show you the skills that have been added to this member. You can add a skill to this member by clicking the "Assign A New Skill" button. This will open the Assign A Constituent Skill window:
From here you should select the skill from the drop-down list that you wish to assign to this member. If an applicable skill is not listed you can add a new one by clicking the Add New
icon. With a skill selected, click the "Assign Skill" button. This adds the skill to this members Skills/Experience tab.
If you would like to see all the skills you have in your iteration of Argenta, click the "Skills List" button.
4. Training tab:
This tab will show you any of the trainings that this member has taken. For help logging a member training please see our other KB Article -
Add Training.
5. Payments tab:
Clicking this tab will open the Member Payments screen in a new window. Any payments the member has made will be listed here. You can also add a member payment from this screen by clicking the "Add New" button. This will open the Member Payment Workspace. For more help adding a member payment please see our other KB Article -
Add Member Payment.
6. Programs tab:
This tab will show you any programs that your member is apart of. These are your members mission trip programs.
7. Member Visits tab:
Clicking this tab will open the Member Visits in a new window. Here you can see all you member visits that you have logged. For more help with Member Visits please see our other KB Article -
Add Member Visits.
8. Membership Status Log tab:
This tab will show the members status change details.
9. Contact Log tab:
This tab will show you all the contacts that have been logged for this member. You can add a new contact to this tab by clicking the "Add New" button. This will open the Add Contact Log Items screen:
From here you can enter the details about your contact. Once finished, click the "Save & Add Contact Log Item" button. Your contact will be added and you are returned to the Contact Log tab in your Member Workspace.
10. Follow-Up tab:
This tab will show any follow-ups you have created for this member. Sometimes Members need follow up communication. You may need to remind
them of something or give them additional information when it becomes
available. Use Member Follow Ups to keep track of those dates and times. You can create a follow-up for the member by selecting the "Add New" button. This will open the Follow-Up Details screen:
From this screen you need to enter:
- Team Member -By default, this will say the user that is signed into Argenta. You can select another user from the drop-down list if needed. This is a required field.
- Follow-Up Reason - Enter the reason for the follow-up meeting. This is a required field.
- Follow-Up Outcome - Once the follow-up has occurred you will enter the details and/or outcome here.
- Follow-Up Date & Time - Enter a date and time for the follow-up meeting. You can manually enter a date and time or use the calendar and time selectors. This will be entered onto your personal calendar. This is a required field.
- Notification Date & Time - If you would like to set a notification for yourself, enter a date and time here. You can manually enter a date and time or use the calendar and time selectors. Setting a notification here sets up the date and time that an email reminder will be sent to you for the purpose of reminding you of this follow-up appointment.
- Send A Notification to 2nd Email Address - If you would like to send the notification email to someone else, you can enter another email address here that will also receive your notification email.
Once these details have been entered click the "Save All Changes & Exit" button. This adds your Follow-up and returns you to the list of follow-ups.
11. Email Log Tab:
This tab shows you all the emails that you have sent to this member through the Argenta system. You can view the email sent by clicking the View Email 
icon.
12. Files tab:
On this tab, you will find all the files you have attached to this member. You can add an unlimited number of related files to this member. Make sure to save your changes first before adding related files. If you would like to add related files to this recipient you can do so on this tab. Simply click the "Browse" button to search for and select a file from your computer or drag and drop the file into the "Drag & Drop File Box". To complete the upload process click the "Save The Selected File" button.
13. Notes tab:
On this tab, you will find all the related notes you have entered for this member. If you would like to add notes to this member you do so on this tab. To add a note, click the "Add New" button. This will open the "Add A New Note" screen where you can type a note. Click the "Save & Add This Note" button to save the note and be returned to your member workspace.
14. Record Permissions tab:
This tab controls the record permissions for the member workspace.
14. A. View Only Access:
Sometimes you want users to be able to view a record but block them from modifying that record. Individual records can be set to View Only so only master admins and users who are listed here, can edit them. To grant users permission to modify this record simply add them here. Select a user from the "Select A User To Add" drop-down menu then click the "Add Selected User" button to add the user to the view-only access permissions.
14. B. Locked Record Access:
Individual records can be locked so only master admins and users who are listed here can view or edit them. To grant users permission for this record simply add them here. Select a user from the "Select A User To Add" drop-down menu, then click the "Add Selected User" button to add a user to the locked record access permissions.