Delegates are the representatives your organization tracks for conventions, councils, and other representative bodies. Argenta gives you a dedicated Delegates screen to view, update, and manage every delegate record. This article covers opening, editing, deleting, and bulk-updating delegates.

Open the Delegates list

Go to Voting & Elections > Delegates. The list shows all of your delegates. Search by ID, name, or email, or open the filter panel to narrow by Delegate Status, Delegate Type, Delegate Category, Delegate Level, Chapter, Division, Department, and more. Use Add A New Delegate to create one and Export to CSV to download the list.

View or open a delegate

Find the record and click the green open icon beside it to open the Delegate Workspace. On Delegate Details you will see the delegate's constituent card (photo, name, and key contact info); click Open Full Constituent Record on the card to see or update their full constituent details.

Along with Delegate Details, the workspace includes: Follow-Up, Notifications, Contact Log, Email Log, Delegate Files, Delegate Notes, and Record Permissions.

Edit or update

On Delegate Details, update the fields with the drop-downs or by typing new values. When you are done, click Save All Changes & Continue to keep working or Save All Changes & Exit to save and return to the list.

Delete a delegate

Delete a delegate from the list using the delete icon beside the record. A confirmation window appears first, and deletion is final. If a delegate has recorded payments, Argenta will not delete it; make the delegate inactive instead.

Bulk actions

To update many delegates at once, filter the list, check the records you want, choose an action from the - Choose Bulk Action - menu, and click Run Bulk Action. The menu also has selection helpers (Select All Records That Meet The Current Filter Criteria, Unselect All Records, Select Records Only on This Page, Unselect Records Only on This Page). The available actions are:

• Change Classification Code for Selected Records
• Delete All Selected & Unlocked Records (locked records are skipped)