Knowledge Base Article

Overview, Working With Mission Trip Lists

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This article provides an understanding of the Mission Trip Lists and explains how Mission Trip's are Viewed/Opened, Edited/Updated, and Deleted.
 
To get to the Mission Trip List, select Events and Programs > Mission Trip List - from the main menu on the left side of the screen.
 
 
This will open the full listing of your organizations Mission Trips.
 
 
View/Open
To view or open a trip, find the record you wish to open, by searching or filtering for the record. 
 
Open or view the record by selecting the corresponding open iconfor the record you wish to view. 
 
 
 This will open the record for you to view or update.
 
 On the Mission Trip workspace tab, you can open or view any of the Related Files or Notes by selection the file name or the "Edit" button on a note.
 
 On the Mission Trip workspace tab, you can open or view any of the other tabs in the Workspace.
 
 
 On the Enrollments tab, you can open or view the enrollment details by clicking on the corresponding record you wish to view.
 
 
 
 This will open the Enrollment Workspace where you can view the specifics of the Enrollment.
 
 On the Payments Schedule tab, you can view or open a payment schedule by clicking on the corresponding payment schedule you wish to view.
 
 
 This will open the Update Mission Trip Payment Schedules screen.
 
 On the Mission Trip Checklists tab, you can view or open your checklists by clicking on the corresponding checklist you wish to view.
 
 
 
Overview
When you are in the Mission Trip Workspace you can see all the information pertaining to the Mission Trip.
 
 
Do not forget the extra tabs that offer more information on the trip. Extra Tabs are: Enrollments, Wait List, Mission Trip Fees, Payment Schedule, and Mission Trip Checklists.
 
Functionality of Mission Trips
 You can return to the Mission Trip List from the screen by selecting the "Mission Trip List".
 
There are five additional tabs of information: Enrollments, Wait List, Mission Trip Fees, Payment Schedule, and Mission Trip Checklists.
 
 
  • Enrollments displays all the accounts enrolled for the trip as well as the total number of enrollments.
  • Wait List displays the number of accounts wait listed and the number on wait list.
  • Mission Trip Fees displays all the fees associated with the Mission Trip.
  • Payment Schedule displays the schedule for payment instances.
  • Mission Trip Checklists displays the checklists for your Mission Trip.
 
You can see when the account was created and who last modified the record.
 
 
 
 
Edit/Update
Once you are inside the Mission Trip Workspace these are the fields you can edit/update:
 
 On the Mission Trip Workspace these are the fields can be edited/updated:
 
  
  •  Allow Enrollment
  • Department/Chapter
  • Status
  • Mission Trip Type
  • Mission Trip Code
  • Mission Trip Title
  • Start Date
  • Start Time
  • End Date
  • End Time
  • Mission Trip City/Location
  • Mission Trip Country
  • Spoken Language
  • Mission Trip Contact (Team Member):
  • Brand Name
  • Target Age Range
  • Category
  • Min. Participants
  • Max Participants
  • Reserve Block
  • Reserve Block Reason
  • Mission Trip General Description
  • Cancel Date
  • Cancel Reason
  • Related Files
  • Notes
To update any of these fields simply click the drop downs or use the "Lookup" buttons to search for and select the new field values. When you've finished updating the record, click either the "Save All Changes & Continue" button to save and continue working or the "Save All Changes & Exit" button to save and go back to the Mission Trip List.
 
When uploading files, click "Browse" to select a file from your machine or drag and drop the file you want to upload into the drop box. Once the file has been successfully uploaded the indicator light will turn green. Click the "Save The Selected File" button to finish uploading the file. You'll see it in the file list when it's complete. Repeat the process for every additional file you want to upload.
 
 
 
For help adding a Related File, please refer to KB Article - Add Related Files.
For help adding a contact to the Contact Log, please refer to KB Article - Add Contact to Contact Log.
For help adding a note to the Notes section, please refer to KB Article - Add A Note to the Notes Section.
 
 On the Enrollments tab, you can open an enrollment and edit the following information:
 
 
  • Contact Who Enrolled
  • Team Member Who Sold This Enrollment
  • Reference Number
  • Enrollment Date
  • Enrollment Status
  • Number Enrolled
  • Enrollment Description or Information
  • Related Files
  • Notes
  • Enrollment Billing (Tab)
    • Due Date
    • Description
    • Status
    • Enrollment Fees
    • Additional Fees & Forfeitures
    • Enrollment Credits
  • Payment & Refunds (Tab)
    • Enrollment Payments
    • Enrollment Refunds
To update any of these fields simply click the drop downs or use the "Lookup" buttons to search for and select the new field values. When you've finished updating the record, click either the "Save All Changes & Continue" button to save and continue working or the "Save All Changes & Exit" button to save and go back to the Mission Trip List.
 
On the Wait List tab, you can edit or update the Wait List Category and the Number on the Wait List.
 
 
 
 When you've finished updating the record, click the "Save" icon to save your changes.
 
 On the Mission Trip Fees tab, you can edit the following information:
 
 
  • Fee Type
  • Fee Amount
  • Start Sales Date
  • End Sales Date
To update any of these fields simply click the drop downs or use the "Lookup" buttons to search for and select the new field values. When you've finished updating the record, click either the "Save All Changes & Continue" button to save and continue working or the "Save All Changes & Exit" button to save and go back to the Mission Trip List.
 
On the Payment Schedule tab, you can open a payment schedule and edit or update the following information:
 
 
  • Due Date
  • Payment Instance/Description
  • Calculation Method
  • Amount Due ($)
To update any of these fields simply click the drop downs or use the "Lookup" buttons to search for and select the new field values. When you've finished updating the record, click either the "Save All Changes & Continue" button to save and continue working or the "Save All Changes & Exit" button to save and go back to the Mission Trip List.
 
On the Mission Trip Checklists tab, you can edit or update the name of a checklist by clicking into the Lists name and typing in the new information.
 
 
 
When you've finished updating the record, click the "Save" icon to save your changes.
 
Delete
Anytime you see a delete button  you can delete the corresponding record. To delete any record in Argenta, simply click the "Delete" button. A pop-up window will ask if you are sure you want to delete the record.  Select "Yes" and the record will be deleted. Be very careful, deletion is a final action and can not be undone.
 
 
Here are all the places in Mission Trips that you can delete information:
 
  • Mission Trips - Only if a Mission Trip has no enrollments. Be very careful, deletion is a final action and can not be undone.
  
 
 
  •  On the Enrollments tab, you can delete enrollments. This is very dangerous because it will delete all corresponding payments, credits, adjustments, notes, files and history for the enrollment. NEVER delete an enrollment unless your're absolutely sure you don't need any related data!
 
 
 
  •  On the Wait List tab, you can delete a wait list. Be very careful, deletion is a final action and can not be undone.
 
 
 
  •  On the Mission Trip Fees tab, you can delete fees. Be very careful, deletion is a final action and can not be undone.
 
 
 
  •  On the Payment Schedule tab, you can delete a payment schedule. Be very careful, deletion is a final action and can not be undone.