The Constituent Card in Argenta provides a quick-view summary of key information about a person. Access important details at a glance without navigating through multiple tabs.

What the Constituent Card Shows

The Constituent Card displays a summary including:

• Name and photo (if available)
• Contact information
• Key dates (birthday, anniversary)
• Giving summary (total donations, recent gifts)
• Membership or volunteer status
• Communication preferences
• Quick action buttons

Accessing the Constituent Card

The Constituent Card typically appears:

• At the top of the constituent record
• In a sidebar or summary panel
• When hovering over a constituent name in lists
• As a quick-view popup option

Key Information at a Glance

The card helps you quickly see:

• Giving: Total lifetime giving, year-to-date, recent gifts
• Status: Active member, lapsed, VIP designation
• Engagement: Recent interactions, event attendance
• Alerts: Do Not Contact flags, special notes

Quick Actions

Common actions available from the card:

• Send an email
• Make a phone call (click-to-dial if enabled)
• Add a note
• Create a follow-up
• View full record

Customization

Depending on your system configuration:

• Fields displayed may vary by constituent type
• Some organizations customize what appears on the card
• Permissions may affect what information is visible

Using the Card Effectively

• Review the card before making calls or meetings
• Check giving history before solicitation
• Note any flags or preferences before communicating
• Use quick actions to save time