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Add Constituents

A Constituent is any Individual, Household, or Organization affiliated with your non-profit. Board Members, Clients, Donors, Leads/Prospects, Members, Partners, Staff Members, Vendors and Volunteers are created as constituents, then assigned to a relationship group based on their interaction with your non-profit.

 

To Add A Constituent

 

From the Argenta main menu on the left hand side of the screen choose Argenta Constituents. This will redirect you to a list of all the constituents you have created and managed.

 

Click the "Add A New Constituent" button.

 

 

When creating a new constituent start with the constituent type you would like to create. Select Individual, Household, or Organization from above the constituent contact card. Based on the constituent type you choose, the contact cards tabs change to collect the necessary information for the constituent type you selected.

 

Required fields are designated with a red asterix * and there are very few mandatory fields when adding a constituent.

 

Entering an individual requires a first and last name.

Entering a household requires a household name. Many choose to use the family's last name in this field.

Entering an organization requires an organization name, typically the name of the organization.

 

In addition to completing the required fields, we suggest collecting and completing as many of the fields as you can for your constituent. The more you know about your constituent the better you'll be able to communicate with them.

 

Additional Contact Info fields for Individuals include:

Middle Initial

Salutation (how you will address them in correspondence)

Marital Status

Spouses Name (if applicable)

Education Level

Race

Religion

Date of Birth

Gender

Mailing Address, City, State, Zip code

Primary, Secondary and Other Phone

Fax Number

 

The Individual constituent type includes two additional tabs.

Employment which includes both a current and previous position section.

Company Name

Job Title

Location (open text field, can be geographic or other)

Time Period From (a start date)

Time Period To(an end date, leave blank for present)

 

Education which includes undergrad, graduate and professional degrees.

Undergrad Degree Received (yes or no)

Undergrad College/Facility 

If Yes, Type of Undergrad Degree (certificate, associate's or bachelor's)

Undergrad Degree Title (eg: BA Business Administration)

Undergrad Class Year (year undergrad degree was received)

Undergrad Minor

Graduate Degree Received (yes or no)

Graduate College/Facility 

Graduate Degree Title

Graduate Class Year (year graduate degree was received)

PhD/Professional Degree Received (yes or no)

PhD/Professional College/Facility 

PhD/Professional Degree Title

PhD/Professional Class Year (year degree was received)

Fraternity or Sorority Affiliation

Honors Society

 

Additional Contact Info fields for Households include:

Household Description (open text field)

Mailing Address, City, State, Zip code

Primary, Secondary and Other Phone

Fax Number

 

Additional Contact Info fields for Organizations include:

Organization's Business Focus (open text field)

Mailing Address, City, State, Zip code

Primary, Secondary and Other Phone

Fax Number

 

All constituent types have an Email, Web & Social Media tab with the following fields:

Primary Email Address

Secondary Email Address

Primary Website

Secondary Website

Social Media
(you are not able to enter the constituent's social media when adding a constituent.
Once the constituent has been added you can add as many social media accounts as necessary)

 

All constituent types have a Billing & Shipping Info tab with the following fields:

Billing Address, City, State and Zip Code

Shipping Address, City, State and Zip Code

 

You can auto-fill the text boxes by selecting one of the "Same As" values.

 

Once you have completed the required fields and any additional fields click the "Add This Constituent" button.

 

This will close the constituent card and return you to the constituent list where you can find your new constituent.