Knowledge Base

Constituents

Learn about Argenta Constituents and how relationships are created, modified and displayed throughout the system.

Donation Management

Learn about Argenta's Donation Management System and how comprehensive reporting can help you understand your donors better.

General Financials

Learn about Argenta financial modules like Chart of Accounts, General Journal, General Ledger, Tax Reporting and much more. Understand how donations, expenses, invoices and payroll are all integrated so everything works together.

Human Resources

Learn about Argenta Human Resources. Gain a clear understanding of how staff member data is stored and tracked, how timesheets are completed, and how reporting ties it all together.

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Add Campaigns
Add Donors
Add Constituent - Individual
Add Members
Add Volunteers
Add Fiscal Donations
Add Material Donations
Add Material Items Into Inventory
Add Projects
Export Mailing Lists
Add Mailing Lists
Add Meeting Minutes
Overview, Working with Material Donations
View and/or Update Material Donations
Overview, Working with Fiscal Donations
View and/or Update Fiscal Donations
View and/or Update A Campaign
Add Leads/Opportunities
Adding A Payment Method for An Argenta Subscription
Import A CSV File from Argenta into Outlook Contacts
Add Volunteer Tasks
How To Unsubscribe A Lead
How to Use The Bulk Update Leads Feature
Report Summary Donation Thank You Letters
Add Board Members
Add Clients/Customers
Add Partners
Add Material Recipients
Add Staff Members
Add Vendors
Add Checklists
Add Pledges
Add Grants We Receive
Add Lists/List Groups
Add Notebooks and Notes
Add Personal Passwords
Add Tasks in the Task Management Module
Add Material Distributions
Add Member Groups
Add Member Visits
Add Volunteer Groups
Add Contracts
Add Documents in the Document Library
Add Links & Resources
Add Policies and Procedures
Add Team Passwords
Add Websites
Add Account Statements
Creating and Managing an Installment Account
Add Constituents to the Argenta Mail Room
Add A 3rd Party Donation
Working with Account Registers
Selling Your Own Products in Argenta
Add Bulk Mail Room Engagements
Add Bulk Engagements
Add Volunteer Tasks To A Public Calendar
View Or Update Volunteer Task Details
Add Volunteer Tasks To A Task Group
Add A Payroll Distribution
Add Funds
Add Business Expenses
Add Account Transfers
Add Awards And Recognitions
Add Community Clubs and Groups
Add A New Mission Trip
Add Misc. Payments and Income
Add A Department
Add Districts
Add Precincts
Add Delegate Payments
Add Delegates
Add Fund Transfers
Add Grantors
Add Member Payments
Add Training
Add Staff Positions
Add A Note to the Notes Section
Add Related Files
Add Volunteer Positions
Add Expense Reimbursement Request
Add Invoices/Receivables
Add Volunteer Needs
Add A Mission Trip Enrollment
Using the Volunteer Task Calendar
Using the Team Time Off Calendar
How to Reconcile Your Account
Overview, Working with Grant Calendar/Schedule
Overview, How to Manage Your Subscription Settings
Add Lend Out Inventory
Using the Lending Library
Using Mailing Lists
Add / Enter A Time Sheet
Add Product Order
Add Products
Add Product Inventory
Activity Logs
Add Paid Time Off Requests
Working with Email Templates
Add Recurring Donations
Add Recurring Expenses
Add Recurring Invoices
Add Recurring Member Payments
Overview, Working with Board Member Discussions
Overview, Working with Team Member Discussions
Overview, Working with Campaigns
Overview of Argenta
Change The Enrollment Total For A Mission Trip Enrollment
Overview, Working with Board Members
Add A Mission Trip Type
Add A Mission Trip Payment
Add A Mission Trip Refund
Add A Mission Trip Reserved Credit
Add A Mission Trip Account
Overview, Working with Mission Trip Accounts
Apply A Mission Trip Reserve Credit To A Mission Trip Enrollment
Overview, Working With Mission Trip Lists
Using the Do Not Solicit, Email, Call, Text, Send Mail Features
Overview, Working with Mission Trip Types
Overview, Working With Mission Trip Payments
Overview, Working with Mission Trip Enrollments
Overview, Working With Account Transfers
Overview, Working With Funds
Overview, Working With Account Statements
Overview, Working With Volunteer Positions
How To Convert A Lead
Overview, Working with Projects
Bulk Texting
How To Create Bulk Notes
Using Constituent Groups
Overview, Working with the Community Mission Project Calendar
Overview, Working with Clients/Customers
Overview, Working with Delegates
Overview, Working with Donors
Overview, Working with Grantors
Overview, Working with Leads
Overview, Working With Members
Overveiw, Working With Partners
Import A CSV File from Argenta into Outlook 365
Overview, Working with Awards & Recognitions
Working with Email Batches
Validating An Email Address
Move A Mission Trip Payment From One Enrollment To Another
Event Additional Guests
How To Create An Online Auction
How to Whitelist argentasoftware.com to Send and Receive Email Through Argenta
How To Make Your First Argenta Payment
How To Setup Your Stripe Connection
Adding Organization Information and Logo
How To Setup Email in Argenta Using Amazon Simple Email Service
Resetting an Argenta System Password After Being Locked Out
Overview, Working With Volunteer List
Public Form: Receive Email Sign-Up Form
Sending Email: Unsubscribing and Using No Solicit in Argenta
Add A Chapter
Add Constituent - Organization
Add Constituent - Household
Add A Division
Unfulfilled Volunteer Tasks in Argenta
Sending an Email to Your Registered Guests or Ticket Purchasers
Sending Emails Related To Campaigns
Great Communication: The Contact Log & Follow-Up Integration
How To Send Notifications in Argenta
The Chart of Accounts
Working with Classification Codes in Argenta
Filtering Lists in Argenta
Terminating A Staff Member in Argenta
A Complete Overview of Engagement in the Argenta Sales & Marketing Module
Argenta Onboarding: Steps for Getting Started
Working with Deposits in Argenta
Working with Refunds in the General Financials Module in Argenta
Working with Record Level Permissions
Customizing Your Public Donation Form
Closing an Event for Public Registration and Ticket Sales
Using The Google API with Argenta Calendars
How To Design Your Public Event Ticket Sales Form
Stripe Payouts - How They Work and Where to Find Them in Argenta
Overview Part 1 of the Argenta Event Management System
Selling Tickets to Your Event in Argenta

Support