Knowledge Base Article

Overview, Working with Delegates

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.

The Delegates list header with the search box, the Filter Delegates bar, Add A New Delegate, bulk actions, Export to CSV, and the delegate count

Search sits top right. Show Filter opens the criteria panel.

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.

A delegate row showing the checkbox, the green open icon, and the pink delete icon beside the delegate ID and name

The green icon opens the record. The pink one deletes it.

The constituent card at the top of Delegate Details with a photo placeholder, role badges, the constituent ID link, address, contact numbers, and chapter

The Constituent ID link takes you to the full constituent record.

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

The Delegate Workspace menu showing Delegate Details, Follow-Up, Notifications, Contact Log, Email Log, Delegate Files, Delegate Notes, and Record Permissions

Click a tab to move to that part of the delegate record.

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.

The Save All Changes and Continue, Save All Changes and Exit, Delete This Record, and Cancel and Exit buttons

The save buttons at the foot of Delegate Details.

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.

The Delete Delegate confirmation window asking whether to delete the record, with Yes and No buttons

Nothing is deleted until you click Yes.

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)

The Choose Bulk Action menu open, showing the four selection helpers and the Change Classification Code for Selected Records action

The selection helpers sit above the actions themselves.