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Add Board Members

A Board Member is an individual who is part of an organization’s governing body. Board members are first created as Constituents in Argenta and then assigned as Board Members.

From the Argenta main menu on the left hand side of the screen, choose Staff & HR or Relationship Groups (CRM) > Board Members.

Click the “Add a New Board Member” button.

 

The Add a New Board Member window will come up.

 

Select the corresponding Constituent. If the Constituent is already in the system, click the “Look Up” button and select a Constituent by searching and selecting them. If the Constituent is not in the system, you can add them by clicking the “Add a New Constituent” button, for help see KB Article, Add Constituents

The Constituent ID field will display the ID for the selected Constituent, and their name will be displayed to the right of that. Make sure you have selected the Constituent you want to designate as a Board Member.

Next, enter a start date, the date the individual will begin serving, and an end date, the date the individual’s position is revoked. If this is a permanent position, leave the end date field blank.

Finally, fill out the individual’s title in the “Position on the Board” field and, after reviewing the information entered, click the “Add This Board Member” button to finish.

The window will close and you will find your new Board Member in the Board Member list. Your Board Member had been added.