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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 A New Member" button. This will pop up the Add A New Member Screen...

 

 

 

 

Select the corresponding Constituent. If the Constituent is already in the system, click the "Look Up" 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 A New Constituent" 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 to the right of that. Make sure you have selected the constituent you want to designate as a member.

 

Select the date this member became active by using the "Active Date" date picker or just entering the date. This field is required.

 

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

 

Select A Membership Source from the drop down list (how this constituent came to become a member). Argenta comes loaded with Membership Sources you can use. If you want to add a new Membership Source you can do so right here on this screen by clicking the "Add New" button next to the Membership Source drop down list. This will pop up a window, allowing you to type your new Membership Source.

 

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

The Membership Source drop down list will automatically display the new Membership Source 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. To update membership sources choose Membership Sources from the Membership menu.

 

Once you have selected a Membership Source 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.