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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...

 

 

 

 

 

Select a Membership Status.

 

Next select 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. If you need help adding a constituent, see KB Article Add A Constituent

 

The Constituent ID field will display the ID for the selected constituent, and their name will be displayed below the textbox. Make sure you have selected the constituent you want to designate as a member.

 

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.

 

Once you have selected a value for each of these drop-down lists you can log your first contact with the member by entering information into the Log First Contact field. Each member has a contact log, which can contain as many items as needed. Adding a contact log item is not required.

 

You may also need to enter some notes about the new member. You can do so by entering text into the Notes field. Each member has a notes list, which can contain as many notes as needed. Notes is not a required field.

 

Finally, click the “Add This Member” button. You will be redirected back to the main members list with the new member included in the list.