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.
To add a new board member, choose Constituents (CRM) then Board Members from the main menu on the left side of the screen
This will direct you to the active board member list. Click the “Add New” button.
This will direct you to the Add New Board Member screen.
Click the "Lookup" button next to the Constituent ID field to select the constituent you want to designate as a board member. If the constituent is not in the system, you can add them by clicking the “Add New” button, for help see KB Article, Add Constituents
The Constituent ID field will show the ID for the selected constituent, and their name will be displayed below that. Make sure you have selected the correct constituent.
Next, select a category for the board member from the Board Member Category drop-down list. All drop down lists in Argenta help to create comprehensive reports. The system comes loaded with predefined values for all of these drop down lists called classification codes. You can change them at any time. You can add or delete them by selecting Classification Codes from the main menu.
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 Board Member” button to finish.
You'll be directed back to the active board member list. You'll find your new board member in the list.