For your convenience, Argenta allows engagements to be added in bulk for all constituent types.
To Add Engagements For Selected Constituents in a List
From the Argenta main menu on the left-hand side of the screen choose any constituent type from the Constituents menu option.
After filtering by the criteria you choose, select the constituents you want to add an engagement for by placing checkmarks in their boxes or using the Choose A Bulk Action for Selected Records drop-down menu and choosing to Select All Displayed Records:
In the Run Bulk Action drop-down list, choose the option "Add Engagement for Selected Records" and then click “Run Bulk Action”:
This will open the Add Engagements screen. Here you will enter:
- Engagement Type - Choose your engagement type from the drop-down list. If an engagement type is not listed, you can add a new one by selecting the Add New button. This is a required field.
- Team Member Who Engaged - You can select the team member who did the engagement by selecting the Lookup button and searching for and selecting the team member. This will default to the team member that is signed in. You can clear the lookup by clicking the Clear Lookup button.
- Engagement Date - You will enter an engagement date either by using the date selector or by manually entering a date. This is a required field.
- Record Type - This is automatically selected based on the constituent list you selected to work with.
Once all your engagement details have been filled in, you will click the "Mark All With This Engagement" button. This will add your engagement to each constituent you selected and return you to the list that you created your filter on.