Add Members

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A Member is any individual, organization or household who belongs to your organization through a membership. Members are first created as Constituents in Argenta and then assigned as members.

From the Argenta main menu on the left-hand side of the screen choose Membership > Members.

Click the "Add New" button. This will pop up the Add New Members screen...

 

Use the search field to find and select the Constituent you would like to designate as a Member. If the Constituent is not in the system, you can add them here by clicking the "Add New" button. If you need help adding a constituent, see KB Article Add A Constituent

After you select a constituent to designate as a member, the window will close and immediately redirect you to the Member Details form. You can add as much or as little information here as is needed.
 


Select the following that apply: Application Date, Nomination Date, Approval Date, Active Date, Membership Start Year, Membership End Year, Membership Term Start Date, Membership Term End Date and Renewal Date for this member by using the date picker next to each or by just entering the date. These fields are not required.

If your organization designates specific membership numbers type this member's number in the Membership Number field. This field is not required.

Choose a Preferred Payment Method.

Select a Department/Division from the drop-down list.

Select a Member Type from the drop-down list.

Select a Member Category from the drop-down list.

Select a Membership Level from the drop-down list.

Select a Lead/Acquisition Source from the drop-down list (how this constituent came to become a member).

Each of these fields come loaded with selections you can use. If you want to add a new selection you can do so right here on this screen by clicking the "Add New" button next to the drop-down list. This will pop up a window, allowing you to type your new selection.

Click the "Add" button to add it and close the window.

The drop-down list will automatically display the new selection you just created.

All 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 by choosing Classification Codes and then clicking on the desired link.

You can save your progress by clicking "Save All Changes & Continue" or complete the process by clicking "Save All Changes & Exit".

If you want to continue, you can add related files or notes. You can also
log your first contact with the member by adding items to the member's contact log.The contact log, the file upload and the notes section are unlimited. You can add as many items as you need.