Grantors are the foundations, agencies, businesses, and individuals that award grants to your organization. Argenta gives you a dedicated Grantors screen where you can view, update, and manage all of your grantor records. This article explains how Grantors are Viewed/Opened, Edited/Updated, and Deleted. In addition, Bulk Action updates are also covered.
To get to the Grantors screen, select either Constituents (CRM) > Grantors or Grant Management > Grantors from the main menu on the left side of the screen.
The Grantors List
The Grantors screen displays the complete listing of your organization’s grantors. You can search the list by ID, name, or email address, or use the filter options to narrow the list by Grantor Type, Acquisition Source, Associated Campaign, Chapter, Division, or Department. (Political organizations can also filter by District and Precinct.) Use the "Add New" button to add a new grantor, and the "Export to CSV" button to download the list.
View/Open
To view or open a grantor, 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 Grantor Workspace, where the grantor’s details are displayed.
At the top of the Grantor Details screen you will see the record’s audit information (the date the record was posted and the date of the last action) along with the grantor’s constituent card. The card displays the grantor’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 grantor’s 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.
Edit/Update
Below the constituent card you can update the grantor’s details: Grantor Type, Acquisition Source, and Associated Campaign, plus the Chapter, Division, and Department the record belongs to. (Political organizations will also see District and Precinct.) To update any of these fields, simply click the drop-downs or start typing to search for 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 grantor list. The "Exit Record" button returns you to the list without saving.
Deleting Records
You can delete a grantor either from the Grantors 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.
*This is very dangerous because deleting a grantor permanently removes the record and all of its related information. Never delete a constituent unless you are absolutely sure you don’t need any related data! If a record is locked, it cannot be deleted from the list; if you have permission to access the record, you can open it and delete it from inside the workspace.
Bulk Action
In addition to the regular viewing and editing, you can also do bulk updates. When you are in the Grantors 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.
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.