A Partner is an individual, organization or household that has allied with your organization for mutual benefit. Partners are first created as constituents in Argenta and then designated as Partners.
To get started, choose Constituents (CRM) > Partners from the Argenta main menu on the left-hand side of the screen. This opens your organization's list of Partners. From here, click the Add A New Partner button.
This opens the Designate A Constituent As A Partner screen.
Start typing the constituent's name to find and select the person, organization or household you would like to designate as a Partner. To avoid duplicates, always search for the constituent first. If the constituent is not yet in your system, click the add icon to create them right here.
Once you have selected a constituent, click the Add Partner & Enter Details button. This designates your constituent as a Partner and opens the Partner Details workspace.
This is where you enter your Partner details. Let's go over each field:
Record Level Permissions - Two switches let you control who can see this record. Turn on Set As View Only to let users open the record but not change it, or turn on Lock This Record to prevent users from viewing or updating it unless they are a master admin or have been given access on the Record Permissions tab. Permissions also work by assigning a department, division, district and/or precinct, so users restricted by those will only see records in the areas you have granted them.
Constituent Card - The selected constituent's full card appears at the top of the page, so you can review and update their name, contact information and photo right from here.
Active Date - Defaults to today's date. You can change it with the date selector or by typing a date. This is a required field.
Partner Status - Set a status by selecting one from the drop-down list. Your options are Prospective, Active and Inactive.
Partner Type - Select the type this partner is associated with from the drop-down list. If the type you need is not listed, you can add a new one.
Assigned To (Team Member) - If this partner should be assigned to a member of your team, start typing the team member's name and select them.
Acquisition Source - Select how this partner became associated with your organization from the drop-down list. If an appropriate source is not listed, you can add a new one.
Associated Campaign - If the partner is related to a campaign, start typing the campaign name and select it.
Chapter, Division and Department - Select the chapter, division and department this partner is associated with from their drop-down lists. (Political organizations will also see District and Precinct fields.)
When you are finished entering details, save your work. Click Save All Changes to save and keep working with the record, or Save All & Exit Record to save and return to your Partner list. The Exit Record button leaves the record without saving.
In addition to the details above, you can add files, contact log entries and notes to this record. For help, see the related Knowledge Base articles on adding related files, adding a contact to the contact log, and adding a note.
The Partner workspace also has several tabs along the side for managing more information about your Partner:
Stakeholder Groups
Shows the stakeholder groups your partner belongs to. To add one, click the Assign A New Stakeholder Group button.
Areas of Focus
Shows the areas of focus for your partner. To add one, click the Assign A New Focus Area button.
Follow-Up
Sometimes partners need follow-up communication. Use Follow-Ups to keep track of the dates and times you need to follow up. You can set a notification time so Argenta emails you a reminder when a follow-up is due, and follow-ups also display on your personal calendar on the Dashboard.
Connections, Notifications, Contact Log, Email Log, Partner Files and Partner Notes
Additional tabs let you record relationships to other records, manage notifications, log contacts and emails, attach files, and keep notes for this partner.
Record Permissions
Individual records can be locked so only master admins and the users listed here can view or edit them. The Record Permissions tab has two areas, View Only Access and Locked Record Access. To give a user access in either area, start typing their name in the Add User box, choose them from the list, then click Add. Users under View Only Access can still edit the record when it is set to view only, and users under Locked Record Access can still open it when it is locked.