Knowledge Base

Constituents

Constituents

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

Donation Management

Donation Management

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

General Financials

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.

Constituents

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.

Knowledge Base Articles
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Add A 3rd Party Donation
Add A Payroll Distribution
Add Account Statements
Add Accounts to the Chart of Accounts
Add Bank Dividends to the General Journal
Add Board Members
Add Bulk Engagements
Add Bulk Mail Room Engagements
Add Campaigns
Add Checklists
Add Clients/Customers
Add Constituents
Add Constituents to the Argenta Mail Room
Add Contracts
Add Documents in the Document Library
Add Donors
Add Fiscal Donations
Add General Ledger Transactions
Add Grants
Add Leads/Prospects
Add Links and Resources
Add Lists/List Groups
Add Mailing Lists
Add Material Donation Distributions
Add Material Donation Recipients
Add Material Donations
Add Material Donations Into Donation Inventory
Add Meeting Minutes
Add Member Groups
Add Member Visits
Add Members
Add Mission Projects
Add Notes/Notebooks
Add Partners
Add Passwords
Add Pledges
Add Policies and Procedures
Add Projects
Add Staff Members
Add Staff Positions
Add Tasks in the Task Management Module
Add Team Passwords
Add Time Sheet Tasks
Add Vendors
Add Volunteer Groups
Add Volunteer Tasks
Add Volunteer Tasks To A Public Calendar
Add Volunteer Tasks To A Task Group
Add Volunteers
Add Websites
Adding A Payment Method for An Argenta Subscription
Classification Codes, Working with Campaign Categories
Classification Codes, Working with Contract Categories
Classification Codes, Working with Contract Types
Classification Codes, Working with Document Categories
Classification Codes, Working with Donation Categories
Classification Codes, Working with Donation Codes
Classification Codes, Working with Donation Inventory Item Categories
Classification Codes, Working with Donor Types
Classification Codes, Working with Expense Categories
Classification Codes, Working with General Ledger Transaction Categories
Classification Codes, Working with Grant Types
Classification Codes, Working with Industries
Classification Codes, Working with Lead Categories
Classification Codes, Working with Lead Sources
Classification Codes, Working with Lead Status Codes/Final Outcome Codes
Classification Codes, Working with Links And Resource Categories
Classification Codes, Working with Meeting Minute Categories
Classification Codes, Working with Member Event Categories
Classification Codes, Working with Member Group Categories
Classification Codes, Working with Member Visit Categories
Classification Codes, Working with Membership Fee Categories
Classification Codes, Working with Membership Sources
Classification Codes, Working with Mission Project Categories
Classification Codes, Working with Notebook Categories
Classification Codes, Working with Partner Types
Classification Codes, Working with Policy And Procedure Categories
Classification Codes, Working with Product Categories
Classification Codes, Working with Training Track, Training Categories
Classification Codes, Working with Vendor Types
Classification Codes, Working with Volunteer Categories
Classification Codes, Working with Volunteer Event Categories
Classification Codes, Working with Volunteer Group Categories
Classification Codes, Working with Volunteer Task Categories
Creating and Managing an Installment Account
Export Mailing Lists
Filter Account Statements
Filter Board Members
Filter Campaigns
Filter Clients
Filter Contracts
Filter Documents Library
Filter Donors
Filter Expenses
Filter Fiscal Donations
Filter General Ledger Transactions
Filter Grants
Filter Invoices
Filter Leads
Filter Links & Resources
Filter Material Donation Item Distributions
Filter Material Donation Item Inventory
Filter Material Donation Recipients
Filter Material Donations
Filter Meeting Minutes
Filter Member Events
Filter Member Groups
Filter Member Payments
Filter Member Visits
Filter Members
Filter Misson Projects
Filter Partners
Filter Payroll Distributions
Filter Pledges
Filter Policies & Procedures
Filter Product Inventory
Filter Product Orders
Filter Products
Filter Projects
Filter Staff Members
Filter Staff Positions
Filter Tasks
Filter The Chart of Accounts
Filter Training Tracks / Training Modules
Filter Vendors
Filter Volunteer Events
Filter Volunteer Groups
Filter Volunteer Tasks
Filter Volunteers
Getting Mailchimp API Information
How To Kill A Lead
How to Use The Bulk Update Leads Feature
Import A CSV File from Argenta into Outlook Contacts
Import CSV File Into Mailchimp
Mailchimp Integration
Overview, Using Notebooks
Overview, Working with Fiscal Donations
Overview, Working with Material Donations
Report Summary Donation Thank You Letters
Selling Your Own Products in Argenta
Using Your Public Volunteer Task Calendar
View and/or Update A Campaign
View and/or Update Fiscal Donations
View and/or Update Material Donations
View Or Update Volunteer Task Details
Working with Account Registers
Working With Mailchimp
Working With Volunteer Task Groups
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