is an individual, organization or household that has allied with your
organization for mutual benefit. Partners are first created as Constituents in
Argenta and then assigned as Partners.
Argenta main menu on the left-hand side of the screen, choose Constituents
(CRM) or Marketing > Partners.
“Add New” button. This will pop up the Add a New Partner window.
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)
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
the category this partner is associated with from the Partner Type drop-down list. This is a required field. If the
partner type you would like to use is not in the system, you can add it by
clicking the “Add New” button next to the Partner Type drop down list.
choose a Lead Source in the same
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 lead sources choose
Lead Sources from Constituent Codes.
Choose an Associated Campaign by clicking the “Lookup” button, or
by adding a new campaign by clicking the “Add New” button to the right of
have completed the desired fields, you can log your first contact with the
Partner by entering information into the Log
First Contact field. Each Partner 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 partner. You can do so by entering
text into the Notes field. Each
partner has a note list, which can contain as many notes as needed. Adding
notes is not required.
reviewing the information entered, click the “Add this Partner” button to
finish. The window will close and you will find your new partner in the partner
list. Your partner had been added.