This article provides an understanding of Delegates and explains how Delegates are Viewed/Opened, Edited/Updated, and Deleted. In addition, Bulk Action updates are also covered.
To get to the Delegate screen, select either Constituents (CRM) or Membership > Delegates - from the main menu on the left side of the screen.
View/Open
To view or open a delegate, 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 Delegate 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. 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. These are the tabs that contain information that you must open to view additional details:
- On the Employment tab, you can view or open the Delegates Employment Record.
- On the Family Members List tab, you can view or open the Constituent Family Members With No Separate Constituent Record. These are the family members that are not constituents in Argenta.
- On the Constituent Household Members tab, you can view or open the members of this constituent's household that are also constituents in Argenta.
- On the Affiliated Organizations tab, you can open of view the organizations the delegate is affiliated with by clicking on the Green Organization Name:
- On the Attended Events tab, you can open or view all the events the delegate has attended by clicking on the Green Event Name:
- On the Event Tickets Purchased tab, you can view or open all the tickets the delegate has purchased for any Event.
- On the Emergency Medical Info tab, you can view or open the contact information for their emergency contact.
Overview
When you are in the Constituent Card, you can see all the information pertaining to the constituent.
The functionality of the Constituent Card
You can return to the constituent list from the screen by selecting the "Constituent List" button.
There are 24 additional tabs of information: Contact Info, Addresses, Housing, Web & Social Media, Personal Info, Other Info, Voter Info, Employment, Education, Family Members List, Constituent Household Members, Affiliated Organizations, Attended Events, Event Tickets Purchased, Awards & Recognitions, Contact Log, Engagement, All Related Notes, All Related Files, Emergency Medical Info, Volunteerism Interest, Skills & Experience, Clubs & Groups.
- 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.)
- Addresses tab displays all the constituent's addresses. (See additional details below.)
- Housing tab contains the household information. (See additional details below.)
- Web & Social Media tab displays all their websites and social media accounts if entered. (See additional details below.)
- Personal Info tab displays the constituent's personal information and demographics such as Date of Birth, Religion, Languages, Marital Status, and Driver Details. (See additional details below.)
- Other Info tab displays the constituent's miscellaneous information such as Denomination, Military service, and relocation details. (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.)
- Employment tab displays the constituent's employment record. (See additional details below.)
- Education tab displays the constituent's education details. (See additional details below.)
- Family Members List tab displays the constituent family members with no separate constituent record in Argenta. (See additional details below.)
- Constituent Household Members display the household members that are constituents in Argenta. (See additional details below.)
- Affiliated Organizations tab displays all the organizations this individual is associated to. (See additional information 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.)
- Awards & Recognitions tab displays the constituent's awards and recognitions received. (See additional details below.)
- Contact Log tab displays the contact date and description of all contact made with the constituent. (See additional details below.)
- 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.)
- Emergency Medical Info tab displays the constituent's medical information along with their emergency contact. (See additional details below.)
- Volunteerism Interest displays the constituents volunteering interests. (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.)
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 Personal 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 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.