Argenta has a constituent type of Delegate for all your tracking needs. Delegates are people that are elected to represent people 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.
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.
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 Delegate Details screen.
From here you can enter many more details about your delegate. You may select any of the Do Not check boxes to remove them from these lists.
Other details you may wish to include are:
- Delegate Status. Active, Inactive, In Process
- Delegate Number.
- Preferred Payment Method.
- Active Date.
- Application Date.
- Nomination Date.
- Approval Date.
- Delegate Start Year.
- Delegate End Year.
- Delegate Term Start Date.
- Delegate Term End Date.
- Renewal Date.
- Inactive Date.
- Inactive Reason. If an appropriate reason is not listed click the "Add New" button to add a new reason.
- Is Suspended.
- Suspension Start Date.
- Suspension End Date.
- Suspension Reason. If an appropriate reason is not listed click the "Add New" button to add a new reason.
- Department/Chapter. If a department/chapter is not listed click the "Add New" button to add a new one.
- Delegate Type. If an appropriate type is not listed click the "Add New" button to add a new type.
- Delegate Category. If an appropriate category is not listed click the "Add New" button to add a new category.
- Delegate Level. If an appropriate level is not listed click the "Add New" button to add a new level.
- Lead/Acquisition Source. If an appropriate source is not listed click the "Add New" button to add a new source.
- Associated Campaign. If an appropriate campaign is not listed click the "Add New" button to add a new campaign.
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 All Changes & Exit" button to add the delegate and return you to your organizations complete delegate listing.