Argenta has a constituent type of Delegate for all your tracking needs.  Delegates are people that are elected to represent their constituents in a political assembly.  In order to track delegate payments and such, you must have your delegates listed as delegates within Argenta. 
 
To add delegates please select Constituents (CRM) > Delegates - from the Argenta main menu on the left-hand side.
 
 
 
This will open the Delegates screen where all of your organizations delegates will be listed.  From here click the "Add New" button.
 
 
This will open the Add A New Delegate by Designating A Constituent As A Delegate screen.
 
 
1. From here you will search for a constituent that is already listed in your system, to designate as a Delegate. If your constituent is not listed you may add them by selecting the "Add New" button. For help adding a new constituent please refer to the KB Article - Add Constituents. This is a required field.
 
2. Next you can select the Term Start and End dates for the delegate. These are not required.
 
Then, click the "Add Delegate & Enter Details" button to add the delegate and enter some more details for your delegate.
 
This will open the Workspace for Delegate screen.
 
 
 
From here you can enter many more details about your delegate. Let's explore all your options:
 
You may also attach any related files, contact logs or notes to this record.  Use these sections below.  For help adding a related file please refer to KB Article - Add Related Files.  For help adding a note to the notes section please refer to KB Article - Add A Note to the Notes Section
 
 
 
Once all the details about your delegate have been filled out, click the Save Icon at the top or the "Save All Changes & Continue " button from the bottom to save your changes before moving on. Or if you are done with the record you can click the "Save All Changes & Exit" button to add the delegate and return you to your organizations complete delegate listing.
 
There are three more tabs of information in the Workspace for Delegate screen. Let's take a look at what these tabs contain.
 
Payments:
 
This tab will show you all the delegate payments made for the delegate. This list can be filtered, searched or exported to Excel. 
 
Events:
 
This tab will open the full constituent card and show you any events that the delegate has attended. This is controlled by the event attendance module.
 
Record Permissions:
 
This tab contains the individuals that are allowed to see the record if it is locked. Individual records can be locked so only master admins and users who
are listed here can view or edit them. To add user permissions for this record simply add them here by selecting the user from the drop-down menu,
the click the "Add Selected User" button.  This will add the user to the record permissions and allow the user to edit and view the record.