Add Clients/Customers

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A Client/Customer is an individual, organization or household that uses your services or purchases your products

 

Clients/Customers are first created as constituents in Argenta, then designated as clients/customers. From the main menu on the left side of the screen, choose Constituents (CRM) then Clients/Customers.

 
 

 

 

Click the “Add New” button. This will bring up a window for adding clients/customers.

 
 

Select the date the client/customer became active by using the “Active Date” date picker or just enter the date using your keyboard. This field is required.

 

Click the "Lookup" button next to the Constituent ID field to select the constituent you want to designate as a client/customer. 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.

 

If your organization designates specific client codes, type this client’s code in the Client Code field. This field is not required.

 

Next, select the team member the client/customer is assigned to from the Assigned to (Team Member) drop-down list. If this Client is not assigned to a specific team member, leave the default value; “Unassigned”. This is a required field.



If the client/customer should be assigned to a specific department or division, select it in the Associated Department/Division drop-down list.


You can enter the client/customer's Preferred Payment Method. This field is not required.


If this client/customer accepts deliveries from your organization, check the Accepts Deliveries box and enter the time range for which deliveries can be received.


You can indicate if the client/customer is open on weekends and enter the anticipated number of deliveries the client/customer will receive per year. These fields are not required.


You can enter the Lead/Acquisition Source. This is how your organization originally acquired the client/customer. 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.

 

If this client is associated with a specific campaign, select the campaign using the Associated Campaign lookup control. If the Campaign is not in the system, you can add it by clicking the “Add New” button (for help see KB Article, Add Campaigns

 

You can log your first contact with the client/customer by entering information into the Log First Contact field. Each client/customer has a contact log, which can contain as many entries as you need. Adding a contact log item is not required.

 

You may also need to enter some notes about the new client/customer. If so, enter text into the Notes field. Each client/customer has a notes section, which can contain as many notes as needed. This is not a required field.

 

After reviewing the information entered, click the “Add this Client/Customer” button to finish. The window will close and you'll find your new client/customer in the list.