The Constituent Card in Argenta provides a quick-view summary of key information about a person. Access important details at a glance without navigating through multiple tabs.
What the Constituent Card Shows
The Constituent Card displays a summary including:
- Name and photo (if available)
- Contact information
- Key dates (birthday, anniversary)
- Giving summary (total donations, recent gifts)
- Membership or volunteer status
- Communication preferences
- Quick action buttons
Accessing the Constituent Card
The Constituent Card typically appears:
- At the top of the constituent record
- In a sidebar or summary panel
- When hovering over a constituent name in lists
- As a quick-view popup option
Key Information at a Glance
The card helps you quickly see:
- Giving: Total lifetime giving, year-to-date, recent gifts
- Status: Active member, lapsed, VIP designation
- Engagement: Recent interactions, event attendance
- Alerts: Do Not Contact flags, special notes
Quick Actions
Common actions available from the card:
- Send an email
- Make a phone call (click-to-dial if enabled)
- Add a note
- Create a follow-up
- View full record
Customization
Depending on your system configuration:
- Fields displayed may vary by constituent type
- Some organizations customize what appears on the card
- Permissions may affect what information is visible
Using the Card Effectively
- Review the card before making calls or meetings
- Check giving history before solicitation
- Note any flags or preferences before communicating
- Use quick actions to save time