This article provides an understanding of Partners and explains how Partners are Viewed/Opened, Edited/Updated, and Deleted. In addition, Bulk Action updates are also covered.
To get to the Partners screen, select Constituents (CRM) > Partners - from the main menu on the left side of the screen.
View/Open
To view or open a Partner, find the record you wish to open, by searching or filtering for the record.
Open or view the record by selecting the corresponding open icon
for the record you wish to view.
The "Quick Constituent Card" for the Partner is displayed so you can see important contact information. The information on the Quick Constituent Card can be edited. Simply click into a field or use the drop-down menus to select new information.
In the Partner Workspace you can quickly see the Partner Details. In addition, you have three extra tabs of information that you can view:
- Stakeholder Groups - Stakeholder Groups for marketing.
- Areas of Focus - Focus areas for marketing.
- Follow Up - Follow up area to keep track of the dates, times, and outcomes of your follow ups.
To quickly see all the constituent information, open the full constituent card, by clicking the "Open The Full Constituent Card" button.
Once the constituent card is open, you can view or update any contact, demographic, or other information you want. All tabs have information you can view by simply clicking the tab to open it. Once the full constituent card is opened there are additional tabs that contain information that can be opened to view or edit details:
- On the Constituent Organization Members tab, you can view or open the constituent members who have separate constituent records within Argenta, that are connected to the organization dynamically. Simply click on the Green Name of the Constituent to open the constituent card:
- On the Attended Events tab, you can open or view all the events the partner has attended by clicking on the Green Event Name:
- On the Event Tickets Purchased tab, you can view or open all the tickets the partner has purchased for any Event.
Overview
When you are in the Constituent Card, you can see all the information pertaining to the constituent.
Functionality of the Constituent Card
You can return to the constituent list from the screen by selecting the "Constituent List" button.
There are 17 additional tabs of information: Contact Info, Addresses, Housing, Web & Social Media, Other Info, Voter Info, Organization Contacts, Constituent Organization Members, Attended Events, Event Tickets Purchased, Contact Log, Engagement, All Related Notes, All Related Files, Skills & Experience, Clubs & Groups, Awards & Recognitions.
- Contact Info tab displays the constituents Email addresses, phone numbers, their preferred method of contact, and the best time to contact. (See additional details below.)
- The addresses tab displays all the constituent's addresses. (See additional details below.)
- The housing tab contains household information. (See additional details below.)
- Web & Social Media tab displays all their websites and social media accounts if entered. (See additional details below.)
- Other Info tab displays the constituent's miscellaneous information such as Denomination, and Parking Instructions (See additional details below.)
- Voter Info tab displays the voter/voting information such as the District, Precinct, Congressional District, Voting Preference, Registration Status, and Important Voting Issues. (See additional details below.)
- Organization Contacts displays those who are affiliated by employment to this constituent that do not have separate constituent records in Argenta. (See additional details below.)
- Constituent Organization Members display the organization members that are constituents in Argenta. (See additional details below.)
- Attended Events displays the events that the constituent has attended. (See additional details below.)
- Event Tickets Purchased tab displays all the tickets purchased for events for the constituent. (See additional details below.)
- Contact Log tab displays the contact date and description of all contact made with the constituent. (See additional details below.)
- The Engagement tab displays all the engagements that have been sent to the constituent. (See additional details below.)
- All Related Notes tab displays all the related notes logged to the constituent. (See additional details below.)
- All Related Files tab displays all the related files attached to the constituent. (See additional details below.)
- Skills & Experience tab displays the constituent's skills or experience. (See additional details below.)
- Clubs & Groups tab displays the constituents clubs and groups they belong to. (See additional details below.)
- The Awards & Recognitions tab displays the constituent's awards and recognitions received. (See additional details below.)
Edit/Update
Once you are in the Constituent Card you can Edit/Update the record as needed.
- These are the fields that can be edited/updated on the Constituent Details tab:
To update any of these fields simply click into the field and start typing your new field values. When you've finished updating the record, click the "Save All Changes" button to save your changes.
- On the Contact Info tab, these are all the fields that can be edited/updated:
To update any of these fields simply click the drop-downs or click into the field and start typing your new field values. When you've finished updating the record, click the "Save All Changes" button to save your changes.
- On the Addresses tab, these are all the fields that can be edited/updated:
To update any of these fields simply click the drop-downs or click into the field and start typing your new field values. When you've finished updating the record, click the "Save All Changes" button to save your changes.
- On the Housing tab, these are all the fields that can be edited/updated:
To update any of these fields simply click the drop-downs or click into the field and start typing your new field values. When you've finished updating the record, click the "Save All Changes" button to save your changes.
- On the Web & Social Media tab, these are all the fields that can be edited/updated:
To update any of these fields simply click into the field and start typing your new field values. When you've finished updating the record, click the "Save All Changes" button to save your changes.
- On the Other Info tab, these are all the fields that can be edited/updated:
To update any of these fields simply click the drop-downs or click into the field and start typing your new field values. When you've finished updating the record, click the "Save All Changes" button to save your changes.
- On the Voter Info tab, these are all the fields that can be edited/updated:
To update any of these fields simply click the drop-downs or click into the field and start typing your new field values. When you've finished updating the record, click the "Save All Changes" button to save your changes.
- On the Employment tab, you can edit/update the constituent's employment record by opening the corresponding record you wish to edit. This will open the Constituent Employment Record Details screen where you can edit the employment details. These are the fields you can edit/update:
To update any of these fields simply click into the field and start typing your new field values. When you've finished updating the record, click either the "Save All Changes & Continue" button to save and continue working or the "Save All Changes & Exit" button to save and go back to the Constituent Card.
- On the Education tab, these are all the fields that can be edited/updated:
To update any of these fields simply click into the field and start typing your new field values. When you've finished updating the record, click the "Save All Changes" button to save your changes.
- On the Family Members List tab, these are all the fields that can be edited/updated:
First, you must select the Family Member record for which you wish to edit/update by selecting the corresponding open icon for the record.
This will open the Constituent Family Members With No Separate Constituent Record screen where you can edit the record.
To update any of these fields simply click into the field and start typing your new field values. When you've finished updating the record, click the "Save All Family Member Changes" button to save your changes.
- On the Constituent Household Members tab, these are all the fields that can be edited/updated:
First, you must find the record you wish to open, by searching or filtering for the record. Then select the corresponding open icon for the record you wish to edit/update.
This will open the Constituent Card for the household member. Follow the directions in this article to edit these constituents details.
- On the Attended Events tab, you can click the green Event Name to be redirected into the Event Workspace where you can edit the Event details.
- On the Event Tickets Purchased tab, you can open any ticket sales transaction by selecting the corresponding open icon and this will redirect you to the ticket sale.
- On the Contact Log tab, you can edit/update a contact log item by clicking the corresponding "Edit" button.
This will open the Edit Contact Log Items screen where you can edit/update the details of the contact.
To update any of these fields simply click into the field and start typing your new field values. When you've finished updating the record, click either the "Save All Changes & Continue" button to save and continue working or the "Save All Changes & Exit" button to save and go back to the Constituent Card.
- On the All Related Notes tab, click the corresponding "Edit" button to open the note you wish to edit/update.
This will open the Update Notes screen where you can edit the details of the note.
To update this field simply click into the field and start typing your new field values. When you've finished updating the record, click either the "Save All Changes & Continue" button to save and continue working or the "Save All Changes & Exit" button to save and go back to the Constituent Card.
- On the Emergency Medical Info tab, you can edit/update the Emergency Contact for the constituent by clicking the open icon for the Emergency Contact you wish to edit/update.
This will open the Emergency Contact information for you to edit/update.
To update any of these fields simply click into the field and start typing your new field values. When you've finished updating the record, click the "Save Emergency Contact Changes" button to save and go back to the Constituent Card.
Deleting Records
Anytime you see a delete button
you can delete the corresponding record. To delete any record in Argenta, simply click the "Delete" button. A pop-up window will ask if you are sure you want to delete the record. Select "Yes" and the record will be deleted. Be very careful, deletion is a final action and can not be undone.
These are all the areas within the Constituent Card where you can delete information:
- On the Members screen, you can delete a Member. Be very careful, deletion is a final action and can not be undone.
*This is very dangerous because it will delete all corresponding fiscal donations, event tickets purchased, all related notes, contact, and files. Never delete a constituent unless you are absolutely sure you don't need any related data!
- On the Web & Social Media tab, you can delete a social media account. Be very careful, deletion is a final action and can not be undone.
- On the Voter Info tab, you can delete important voting issues. Be very careful, deletion is a final action and can not be undone.
- On the Employment tab, you can delete an employment record. Be very careful, deletion is a final action and can not be undone.
- On the Family Members List tab, you can delete a family member. Be very careful, deletion is a final action and can not be undone.
- On the Constituent Household Members tab, you can delete a household member. Be very careful, deletion is a final action and can not be undone.
- On the Affiliated Organizations tab, you can delete an affiliated organization. Be very careful, deletion is a final action and can not be undone.
- On the Event Tickets Purchased tab, you can delete a ticket purchased. Be very careful, deletion is a final action and can not be undone.
Be very careful not to delete a ticket purchased processed by Stripe. When deleting a ticket purchased, remember this affects Events and your General Ledger.
- On the Awards & Recognitions tab, you can delete an award & recognition. Be very careful, deletion is a final action and can not be undone.
- On the Contact Log tab, you can delete a contact log item. Be very careful, deletion is a final action and can not be undone.
- On the Engagement tab, you can delete and engagement. Be very careful, deletion is a final action and can not be undone.
- On the All Related Notes tab, you can delete a related note. Be very careful, deletion is a final action and can not be undone.
- On the All Related Files tab, you can delete a related file. Be very careful, deletion is a final action and can not be undone.
- On the Emergency Medical Info tab, you can delete an emergency contact. Be very careful, deletion is a final action and can not be undone.
- On the Volunteerism Interest tab, you can delete a volunteer interest. Be very careful, deletion is a final action and can not be undone.
- On the Skills & Experience tab, you can delete a skill and experience. Be very careful, deletion is a final action and can not be undone.
- On the Clubs & Groups tab, you can delete a club or group. Be very careful, deletion is a final action and can not be undone.
Bulk Action
In addition to the regular viewing and editing, you can also do bulk updates. Bulk updates are a way to add engagements, add records to event guest lists, add records to training tracks, add mail room lists, and delete items, in bulk.
When you are on the Members screen, you can search for or filter the list to select the records you wish to bulk update. To select the records you wish to bulk update place a checkmark in the corresponding box to mark this record.
Once all the records you wish to bulk update have been selected choose the "Choose A Bulk Action for Selected Records" drop-down menu.
This menu will give you these options:
- Select All Displayed Records - Choose this option to select all the records displayed.
- Unselect All Displayed Records - Choose this option to unselect all the records display.
- Change Classification Code for Selected Records - Choose this to change the Lead Source Classification code for selected records.
- Add Engagement for Selected Records - Choose this option to add engagement to the selected records.
- Add A Note for Selected Records - Choose this option to add a note to selected records.
- Add Selected Records To Constituent Group - Choose this option to add selected records to a constituent group.
- Add Selected Records to Event Guest List - Choose this option to add the selected records to an Event Guest List.
- Add Selected Records to Training Track - Choose this option to add the selected records to a Training Track.
- Delete Selected Records - Choose this option to delete the selected records. Be very careful with Delete.
- Create A New Mail Room List With Selected Records - Choose this option to create a new mailroom list with the selected records.
- Add Selected Records To An Existing Mail Room List - Choose this option to add the selected records to an existing mailroom list.
Once you make a selection from the above drop-down menu you must click the "Run Bulk Action" button to perform the action. These are the actions and windows that will be shown:
- Select All Displayed Records - All the records will be check-marked:
- Unselect All Displayed Records - All the records will be unchecked.
- Change Classification Code for Selected Records - The "Select A Classification Code" window will open for you to choose a classification code. Step 1- Once the code is selected (Lead Source), a new box (Step 2) will open allowing you to choose the lead source you wish to change all the selected records to.
- Add Engagement for Selected Records - The "Add Engagement" window will open for you to select the Engagement Type, Team Member Who Engaged, Engagement Date, and Record Type. Fill in these details and click the "Mark All With This Engagement" button to add the engagement to all the selected records.
- Add A Note for Selected Records - The Add Bulk Notes window will open. You can type your note into the text box area and use formatting tools to format the note if needed.
- Add Selected Records to Constituent Group - The "Select A Group" window will open for you to search for and select a group to add these records to.
- Add Selected Records to Event Guest List - The "Select An Event" window will open for you to search and select the Event to which you wish to add these records to the guest list.
- Add Selected Records to Training Track - The "Select A Training Track" window will open for you to search and select the Training Track to which you wish to add these records too.
- Delete Selected Records - Be very careful with Bulk Delete as there is no undo button and you will not be prompted to make sure you wish to delete the records. Bulk delete will immediately delete the records!
- Create A New Mail Room List With Selected Records - The "Add A New Mail List" window will open for you to create a New Mail list for the records to be added too. Select a Mail List Title and List type. In addition, you can lock the list by the department, District or Precinct by choosing the For Permissions/Access drop-downs below.
- Add Selected Records To An Existing Mail Room List - The "Select A Mail List" window will open for you to search for and select the Mailroom list you wish to add the records to.