Add Members

Return To The Knowledge Base

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 A New Member by Designating A Constituent As A Member screen.

 
 
 
 
 

To avoid duplicates in your database select the "Lookup" button behind the Constituent ID field.  This will open a window for you to select your Member from the list of constituents within your database. 

 

Type in the name of your member to search through the database.  You can type a full name or a partial like "Jane Doe" or just "Jane."  If your constituent is in the system click the pink check mark   to select this constituent.  This will return you to the Add A New Member by Designating A Constituent As A Member Screen for you to select the Active Date for this member. Click the "Add Member & Enter Details" button to add this member and go to the details screen.

 

If the Constituent is not in the system, you can add them by clicking the "Add New" button, after the constituent ID field. If you need help adding a constituent, see KB Article - Add A Constituent.

 
 

 

Select if you want the member to not be Solicited, Emailed, Called, or if the Member is a Potential Ambassador.

 
Select a Membership Status, Membership Number if you assign numbers to your members, and a Preferred Payment Method. These fields are not required.

 

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

 

Select an Inactive Reason or Suspension Reason from the drop-down list.

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.  For help adding a related file please refer to KB Article - Add Related Files.  For help adding a note please refer to KB Article - Add A Note to the Notes Section.

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.