A Material Donation
Recipient is an individual, organization or household that receives physically
donated goods from your organization. Material Donation Recipients are first
created as Constituents in Argenta and then assigned as Material Donation
Argenta main menu on the left-hand side of the screen, choose Donations and Grants > Material Donation Recipients.
This will bring you into the charitable item recipients screen. From here click the
“Add New” button.
This will bring up the Add a New Recipient by Designating a Constituent As A Recipient window.
Select the date this Recipient became active by using the Active Date date picker or just enter the date manually. This is field is required.
the corresponding Constituent. If the Constituent is already in the system,
click the “Lookup” button and select a Constituent by searching and selecting
them. 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).
Constituent ID field will display the ID for the selected Constituent, and
their name will be displayed below. Make sure you have selected the Constituent
you want to designate as a Recipient.
select the team member this Recipient is assigned to from the Assigned to (Team Member) drop-down
list. If this Recipient is not assigned to a specific team member, select
“Unassigned”. This is a required field.
the acquisition source, the method by which this recipient became associated
with your organization, by selecting a Lead/Acquisition
Source in the drop-down list. If the acquisition source is not in the
system, you can add it by clicking the “Add New” button next to the drop-down
client is associated with a specific campaign, select the campaign from the Associated Campaign drop-down
lists in Argenta help to create comprehensive reports. Argenta comes loaded
with predefined values for all of these drop-down lists, but you can change
them at any time. You can add or delete any of these values by selecting the
corresponding section from the Argenta Main Menu. To update campaign, sources
choose Campaign Categories from the Sales and Marketing Menu.
have completed the desired fields, you can log your first contact with the
recipient by entering information into the Log
First Contact field. Each recipient has a contact log, which can contain as
many items as needed. Adding a contact log item is not required.
also need to enter some notes about the new recipient. You can do so by
entering text into the Notes field.
Each recipient has a note list, which can contain as many notes as needed.
Notes are not required.
reviewing the information entered, click the “Add New” button at the bottom to
finish. The window will close and you will find your new Recipient in the
Material Donation Recipient list. The recipient has been added.