Clients/Customers are the people and organizations your organization serves or does business with. Argenta gives you a dedicated Clients/Customers screen where you can view, update, and manage all of your client and customer records. This article explains how Clients/Customers are Viewed/Opened, Edited/Updated, and Deleted. In addition, Bulk Action updates are also covered.
To get to the Clients/Customers screen, select Constituents (CRM) > Clients/Customers from the main menu on the left side of the screen.
The Clients/Customers List
The Clients/Customers screen displays the complete listing of your organization’s clients and customers. You can search the list by ID, name, email, or team member, or use the filter options to narrow the list by Status, Team Member Assigned, Organization Type, Industry Type, Organization Size, Associated Campaign, Acquisition Source, Chapter, Division, Department, date range, and more. Use the "Add New" button to add a new client/customer, and the "Export to CSV" button to download the list.
View/Open
To view or open a client/customer, find the record you wish to open by searching or filtering the list, then click the corresponding open button beside the record. This opens the Client/Customer Workspace, where the record’s details are displayed.
At the top of the Client/Customer Details screen you will see the record’s audit information along with the constituent card. The card displays the client/customer’s photo, name, email address, and other key contact information. You can add or change the photo by clicking it. To see or update the full constituent information, such as contact details and addresses, click the Constituent ID link on the card. This opens the full constituent record in a new browser tab.
In addition to the Client/Customer Details screen, the Client/Customer Workspace includes these sections: Connections, Client/Customer Contacts, Delivery Info, Terms of Agreement, Training, Past Due Invoices, Meeting Minutes, Client Checklists, Status Logs, Follow-Up, Notifications, Email Log, Contact Log, Client Files, Client Notes, and Record Permissions. Depending on your organization’s setup, you may see an additional section or two.
Edit/Update
Below the constituent card you can update the client/customer’s details. To update any of these fields, simply click the drop-downs or click into a field and start typing your new field values. When you’ve finished updating the record, click the "Save All Changes" button to save your changes and continue working in the record, or the "Save All & Exit Record" button to save and return to the list.
Deleting Records
You can delete a client/customer either from the Clients/Customers list, using the delete button beside the record, or from inside the record, using the "Delete This Record" button. A pop-up window will ask if you are sure you want to delete the record. Be very careful, deletion is a final action and can not be undone. Never delete a constituent unless you are absolutely sure you don’t need any related data!
Bulk Action
In addition to the regular viewing and editing, you can also do bulk updates. When you are in the Clients/Customers screen, you can search for or filter the list to find the records you wish to bulk update, then place a check-mark in the corresponding box to mark each record. The "- Choose Bulk Action -" drop-down menu also includes selection helpers: "Select All Records That Meet The Current Filter Criteria", "Unselect All Records", "Select Records Only on This Page", and "Unselect Records Only on This Page".
These are the available actions:
Add A Note for Selected Records - Opens the "Add A Note to Selected Records" window where you can type a note that will be added to every selected record.
Change Classification Code for Selected Records - Opens the "Change Classification Code" window where you choose the code type and the new value to apply to the selected records.
Assign A Team Member for Selected Records - Opens the "Assign A Team Member" window where you choose the team member to assign to the selected records.
Add Engagements To Selected Records - Opens the "Add Engagements" window where you record an engagement for all the selected records.
Add To Constituent Group - Opens the "Add To Constituent Group" window where you search for and select the group you wish to add the selected records to.
Create A New Mailroom List With Selected Records - Opens the "Create A New Mail Room List" window where you set up a new mail room list containing the selected records.
Add Selected Records To An Existing Mailroom List - Opens the "Add To Existing Mailroom List" window where you search for and select the list you wish to add the records to.
Delete All Selected & Unlocked Records - Deletes the selected records. A confirmation window will ask if you are sure before anything is deleted. Be very careful with bulk delete, this action cannot be undone. Locked records are skipped.
Once you make a selection from the drop-down menu, you must click the "Run Bulk Action" button to perform the action.