Knowledge Base Article

Overview of Argenta

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This article is intended to help you learn about the modules, sections and icons of your Argenta system. This article will give you a brief overview of the system and what we call certain things within the system. 

For starters, once you are signed into the Argenta system, you will be staring at your Argenta Dashboard.

 

The Dashboard shows you a quick glimpse of your To Do List, Monthly Key Performance Indicators, Constituent Overview, and your Top Active Projects. 

In addition to these, it has quick links to My Favorite Reports, My Personal Calendar, My Passwords, Volunteer Rates and Report A Bug.

You can also set your dashboard view.
 
 
Dashboard Permissions are only for users who are not designated as a Master Admin. Master Admins always have full access to any dashboard. If you've designated this user as a Master Admin you won't be able to set dashboard permissions. Dashboard Views can be set as:
  • Main Dashboard - The default Argenta dashboard.
  • Marketing Dashboard -  This dashboard allows you to track in real-time, your marketing key performance indicators and metrics. It enables sales and marketing associates to make better decisions and get things done.
  • Volunteer Dashboard - This dashboard allows you to track in real-time, your volunteerism key performance indicators and metrics. It enables your volunteer coordinators to make better decisions and assign volunteer resources where they're needed. 
  • Fundraising Dashboard - This dashboard allows you to track in real-time, your fundraising key performance indicators and metrics. It enables your team to make better decisions and direct their fundraising efforts accordingly. 
  • Mission Tips Dashboard - This dashboard allows you to track in real-time, your mission trip key performance indicators and metrics. It provides your team with a quick overview of mission trip performance and organizes financials.

The dashboard also has buttons that take you into your Subscription, Activity Logs, Help & Support, New Tab, and Sign Out.

Lastly, there are the Argenta modules.  This is where you will spend most of your time. (My Organization, Constituents (CRM), Donations and Grants, General Financials, Volunteerism, etc.) 

Let’s explore all of these. This article will also link you to other Knowledge Base (KB) articles that have more specifics on the areas in question. Knowledge Base is our "How To" section of articles and videos to help you navigate our system. 

We are going to explore the Dashboard, this is the screen you always see first, when logging into the system. We will explore this screen from the top down.

Your team name will be displayed in the upper left-hand corner.

 

 

This is to help you identify which account you are signed into in case you have multiple accounts.

Next, are 6 important buttons. These are the Dashboard, Subscription, Activity Logs, Help & Support, New Tab and Sign Out buttons.

 

 

Each of these buttons have a different function for your system. Let’s explore each one:

Dashboard:

This will always bring you back to the dashboard view page from wherever you are in the system. If you need to get back to your Dashboard select this button.

Subscription:

The subscription button controls all the elements of your subscription. For more information on your subscription settings please refer to KB Article - Overview, How to Manage Your Subscription Settings.

Activity Logs:

Activity Logs show the users who signed in and when, the activity that has taken place in your system and by whom, and the activity that has taken place on your public forms. For more information on Activity Logs please refer to KB Article - Activity Logs.

Help & Support:

The Help & Support button is where you can report a bug, change your passwords, submit a support request, submit a custom development request, make a payment, have access to all the Argenta KB articles, and view the Argenta YouTube “How To” videos.

Let’s take a look at each of these sections. 

Report a Bug:

The Report A Bug button will open up a section that allows you to tell us about an issue you are having in our system. You would Report a Bug when you clicked on an area and received an error screen. Reporting a Bug gives us more information about the problem you are having or the error you are receiving. This is very helpful to us in determining the underlying issue. 

 

 

To Report A Bug, simply tell us the page you were on in the What Page Were You On? field and then describe the problem that you are having or had in the Describe The Problem field. Then click the “Submit Your Bug Report” button to submit this bug report and let us take it from there. We will get the bug fixed in no time!

Change Your Password:

This is a quick option for you to change you password. Simply type in your new password and click the "Change My Password" button to change your password.  Remember passwords must be between 7 and 14 characters. They must contain at least 1 number and 1 special character.

Submit A Support Request:

If you have a support request for us, please fill out the "Submit A Support Request" section. This includes your name in the First Name and Last Name fields, your email address in the Email Address field, a phone number is you would like us to call you in the Phone field, a brief description or title for your support request in the Short Description/Title field and then a full description of the request in the Description of Support Request field. Once all of these fields have been completed please click the "Submit This Support Request" button to submit your request. The request will be viewed and a member of our team will be in contact with you.

Custom Dev Request:

If you have a development request, that is you want something custom built into your system, please click the "Custom Dev Request Form" button to be directed to the form.  We want Argenta to meet all of your needs! If there is a tool you would like to see included, or a new section you would like to have added, let us know about it!

If you have an immediate need for customization or help importing data from another system, we provide support for that too. Fill out the form on this page and tell us how we can help.         
 
Just fill out the form to include your name in the First Name and Last Name fields, your email address in the Email Address field, a phone number is you would like us to call you in the Phone field, a brief description or title for your support request in the Short Description/Title field and then a full description of the request in the Description of Support Request field. The request will be viewed and a member of our team will reach out to you to see how we can help.

Make A Payment:

To quickly make a payment for your service, an invoice, or any other reason like a customization cost you can select the "Make A Payment" button.  this will redirect you to the Make A Payment screen.  
 
 
 
From here you will fill in all the fields marked with an asterisk, as these are required fields, and then fill in the payment details and click the "Submit Payment" button. This will submit your payment and a confirmation will be displayed.

Knowledge Base:

Argenta's "How To" section is called the Argenta Knowledge Base. Here you will find articles to help you navigate and use the system. In addition to articles, there are video's that you can watch for step by step help. You can search the articles by a phrase or word and you can filter the articles by category to narrow them down. Simply scroll through the list, search or filter to find what you are needing help with. Then click the name of the article to open it. These articles with give you step-by-step walk through's on how to add, edit, create, delete and use all the modules in Argenta.  

Argenta YouTube Channel:

When you click the Argent YouTube Channel you will be redirected to our YouTube Channel. This is where you can search and find any video that will walk you through step-by-step, how to add, edit, create, delete and use some of the modules in Argenta.

This completes the Help & Support section. 

New Tab:

The new tab button will open another Argenta tab for you. This is helpful when you are need to be in two or more modules at the same time. Or when you want to see a KB article and what you are working on at the same time. When you click the "New Tab" button a new Argenta tab will open and you can navigate to whatever additional screen you would like open. Argenta allows you to be in multiple areas at the same time.  

Sign Out:

Sign out will sign you out of Argenta and take you to the login screen. This is the proper way to logout of your system.
 
To go back to the dashboard simply click "Dashboard" from the top menu.
 
The next section of your dashboard is the Modules on the left-hand side. This is commonly referred to as the Argenta main menu.  
 
 
 
This is where you will spend most of your time. The modules are designed so that everything relating to your Staff and HR are contained within this Module. The same goes for all the modules, however there are sometime multiple ways to get to the areas you need. Here is what is inside each module:
 
My Dashboard:
My dashboard brings you back to your dashboard view, the main screen.
 
Classification Codes:
Classification codes takes you into all the customizable classification codes within Argenta. This is where you can add or remove any types, categories and groups within Argenta.
 
Argenta Mail Room:
The Argenta mail room is where you will create lists for mailings and emails.
 
Argenta Report Center:
The Argenta report center is where all your reports are listed. This is where you will create your reports.
 
My Organization Module:
  • Board Members
  • Board Member Discussions
  • Team Members
  • Team Member Discussions
  • Org Chart
  • Organizational Calendar
  • Departments/Chapters
  • Districts
  • Precincts
  • Our Website(s)
  • Our Contracts
  • Our Policies and Procedures
Constituents (CRM) Module:
  • Constituents (All)
  • Board Members
  • Clients/Customers
  • Delegates
  • Donors
  • Grantors
  • Leads/Prospects
  • Members
  • Partners
  • Material Donation Recipients
  • Staff Members
  •  Volunteers
  • Awards and Recognitions
  • Community Clubs and Groups
Workflow/Productivity Module:
  • Projects
  • Tasks
  • Checklists
  • Lists
  • Notebooks
  • Documents Library
  • Links and Resources
  • Meeting Minutes
  • Personal Passwords
  • Team Password Keeper
Donations and Grants Module:
  • Donors
  • Donor Engagement
  • Fiscal Donations
  • Recurring Donations
  • Fundraising Campaigns
  • Pledges
  • Grants
  • Grantors
  • Grant Calendar View
  • Material Donations
  • Material Donation Inventory
  • Material Donation Recipients
  • Material Donation Distributions
Events and Programs Module:
  • Events
  • Event Ticket Sales
  • Event Seating
  • Community Mission Projects
  • Community Mission Project Calendar
  • Mission Trip List
  • Mission Trip Types
  • Mission Trip Enrollments
  • Mission Trip Payments
  • Mission Trip Refunds
  • Mission Trip Accounts
  • Mission Trip Fees & Forfeitures
  • Mission Trip Credits
  • Mission Trip Account Engagement
General Financials Module:
  •  Chart of Accounts
  • Account Transfers
  • Funds
  • Fund Transfers
  • Deposits
  • Donations
  • Event Ticket Sales
  • Invoices/Receivables
  • Misc. Payments and Income
  • Delegate Payments
  • Member Payments
  • Expenses
  • Payroll Distributions
  • Recurring Donations
  • recurring Expenses
  • Recurring Invoices
  • Recurring Member Payments
  • Budgets
  • General Journal
  • General Ledger
  • Account Statements
Sales and Marketing Module:
  • Campaigns
  • Engagement
  • Leads/Prospects
  • Lead Engagement
  • Killed Leads/Prospects
  • Contracts
  • Clients/Customers
  • Client/Customer Engagement
  • Partners
  • Partner Engagement
  • Campaign Categories
  • Lead/Acquisition Sources
  • Lead Types
  • Lead Status Codes
  • Partner Types
Membership Module:
  • Members
  • Member Engagement
  • Member Groups
  • Member Training
  • Member Visits
  • Member Payments
  • Recurring Member Payments
  • Member Archive
  • Delegates
  • Delegate Payments
Volunteerism Module:
  • Volunteers
  • Volunteer Engagement
  • Volunteer Groups
  • Volunteer Positions
  • Volunteer Task Groups
  • Volunteer Tasks
  • Volunteer Task Calendar
  • Volunteer Training
  • Volunteer Needs
Staff and HR Module:
  • Board Members
  • Board Engagement
  • Board Member Discussions
  • Staff Members
  • Staff Engagement
  • Staff Positions
  • Team Member Discussions
  • Payroll
  • My Payroll Distributions
  • Time Sheets
  • Time Sheet Master Task List
  • Paid Time Off Requests
  • Team Time Off Calendar
  • Training
  • Expense Reimbursement Request
Products and Inventory Module:
  • Product Vendors
  • Product Orders
  • Products
  • Product Inventory
  • Lend Out Inventory
  • Product Inventory Change Log
  • Product Categories
  • Vendor Types
You will become very knowledgeable with these modules. This gives you a quick glance at where everything is.
 
The next area of our dashboard are five buttons called, My Favorite Reports, My Personal Calendar, My Passwords, My Payroll Distributions, and Report A Bug.
 
 
These are quick links to your favorite reports, your personal calendar, your passwords, your payroll distributions, and to report a bug.
 
When we release a new feature these features will be displayed next, in the Messages form the Argenta Development Team.
 
 
This is designed to give you an overview of what we launched along with the KB articles that explain how to use the new features. In addition to this you may also see a company message here, your company message. You can create a Dashboard message that will be displayed here when the users are signed in. For more help on creating a dashboard message please see KB Article - Overview, How to Manage Your Subscription Settings.  
 
The next area on your dashboard is your To Do List.
 
 
You can create a To Do List in the system that is displayed on your dashboard. This is meant to help you see the tasks you are working on. You can add, archive and delete them from the dashboard.  
 
Next are the Monthly Key Performance Indicators.
 
 
These are designed to give you a snap shot of what your overall month looks like. It gives you the donations that have been received for the month, your expenses for the month, the events being held this month, all your active projects, all your active tasks, and your late invoices. You can click on any of the indicators to be taken into the these sections. This is a great way to see what is outstanding and what you have going on.  
 
The next area on your dashboard is the Constituent Overview.
 
 
 
 
This is a pie chart and shows the breakdown among your constituent types. This gives you an overview of your constituents in a easy to read pie chart. For instance our system has the most Donors over all other categories of constituents. In addition, if you move your cursor over the pie chart it will give you the number of constituents you have in those categories. This is a quick glimpse of your constituent types.
 
Lastly, you have a Top Active Project window.
 
 
 
This will list all your active projects and allow you to enter them straight from here. Simply click the green title of the project you wish to enter and this will take you directly into the Project Details screen.  
 
This completes the overview of the dashboard.
 
 
 
In addition to the dashboard you will find common icons and help markers through the system. Let's introduce you to all the icons and help markers of Argenta and explain them now.
 
    Question Mark - Anytime you see a question mark this is designed to offer you an explanation or help. Simply click the Question Mark and a information box will open displaying some help.
 
     Asterisk - The asterisk denotes the fields that are required to be filled in to proceed.
 
    Calendar - The calendar is a date selector icon. Simply click the calendar icon and a calendar will open for you to use in selecting your dates.
 
  Open - The open icon is how you open a record or entry to view its full details.
 
   Delete - The delete icon is how you delete your entry.
 
 Filter - Use filter to load a filter, save a filter or delete a filter.
 
  Account Register - This icon will open up the Account Register details screen.
 
  Save - Use the Save icon to save your work.
 
 Selector - This is a check mark selector box. You will use these to select the records you wish to view, add, do bulk updates, etc. By placing a check mark in the box you are selecting this record or multiple records.
 
 
 
In addition to these icons you will see these buttons in Argenta:
 
 
  The Add Constituents button allows you to add a constituent(s) to the list or item you are working on. Click this button to search for and select your constituent and add them to what you are working on.
 
  The Add Engagement button allows you to add an engagement to the constituent(s) you have selected. Select all the constituents you wish to add an engagement for and then click this button to add an engagement to all those selected.
 
  The Add New button will allow you to add a new item to the category, type, constituent, etc that you are working on. If the drop-down menu does not have the option you are looking for you can Add A New one by selecting this button and entering a new item.
 
  The Cancel button cancel's what you were working on and returns it to what it was before you started. If you do not wish to keep the changes you made click the Cancel button to revert back to the values you had before you changed them.
 
  The Cancel & Exit button allows you to cancel the changes you made and exit the screen you are working in. If you do not wish to keep the changes you made and wish to get out of the screen you are in then you would click the Cancel & Exit button.
 
  The Clear button will clear the field you are working on. If you have made a mistake and wish to complete start over or clear your entry click the Clear button.
 
  The Copy & Add New button if you want to add another record like the one you are working on. This allows you to duplicate and change the data to speed up data entry items like adding tasks or volunteer hours.
 
  The Create Mailing labels button is used to create mailing labels from the mail room list you have selected you will choose the Create Mailing Labels button to select the kind of labels and print your list on labels.
 
  The CSV Export button is used to to export your list out into a CSV file format.  
 
  The Delete button is used to delete whatever you are working on. Be careful this action is final and you cannot undo it.
 
  The Duplicate List button allows you to duplicate the list you are working on to add, edit and change it, becoming a new list with a new name. This makes it easy to work with lists that contain some of the same information.  
 
  The Export To Excel or Excel Export button allows you to export your list out into Excel.
 
  The Filter List button takes the filters that you have used and applies them to the list you are wanting to filter. In other words, once you have selected the criteria that you wish to filter by the Filter List button applies those filters to your list.
 
  The Lookup button allows you to search for whatever record you are working with. When you need to select a constituent, campaign, event, team member, etc. you will select the Lookup button to search for and select the record you are wanting to insert into the field.
 
  The Save All Changes & Continue button allows you to save your changes and keep working. You would use this option if you are working on something that you do not wish to lose that is lengthy or time consuming. Saving and continuing allows your progress to be saved without fear of losing your work if you walked away and the power bumped or something else happened.
  The Save All Changes & Exit button saves your work and closed the screen you are working on. You would use this option if you are done adding/editing the screen you are working on and wish to go to some other area of the system.
 
  The Save To PDF button allows you to save your report/list to a PDF file.
 
  The Search button allows you to lookup and search for the constituent or record that you are wanting to select for the field you are trying to fill. Simply select the Search button to search for and select the record you wish to add.
 
  The Run Bulk Action button allows you to select all, unselect all, delete all, Mark all, add a bulk engagement to, and add to a mail room list, all the entries you select.