What Is the Constituent Card and How to Use It

The Constituent Card is the summary panel at the top of a person's record. It shows who they are at a glance, so you can see the essentials without opening the full constituent record.

Where the card appears

The card sits at the top of an affiliate record's Details page, for example a Donor, Member, Volunteer, or Delegate. Click the Constituent ID link on the card to open the person's full constituent record in a new tab.

The card, with the ID, name and role badges.

What the card shows

• Photo, name, and email: the email is a clickable link, and when editing is allowed you can click the photo to upload or change it. Remove photo, underneath, takes it off the record and deletes the file for good, so Argenta asks you to confirm first and keeps no copy of its own. A record whose photo file has gone missing shows the plain grey person icon rather than a broken image.
• Type and role badges: the constituent type (Individual, Organization, or Household) plus every role the person holds (Donor, Member, Volunteer, Board Member, Staff Member, and so on).
• Restriction badges: Do Not Solicit, Do Not Email, or Do Not Call, whenever any are set.
• Age, Height, and Weight. Age is worked out from the Date of Birth on the record, so you never type it here.
• Address and contact details: Best Contact Method, Best Time, and Cell, Home, and Work phone numbers.
• Organization segments: Chapter, Division, Department, and (for political teams) District and Precinct.

Every tab on a constituent record.

Using the card

Glance at the badges before you reach out. The role badges tell you how the person is connected to your organization, and the restriction badges warn you if they have asked not to be contacted a certain way. Use the Constituent ID link when you need the person's full record, contact details, and history.