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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Activity Logs
Add A 3rd Party Donation
Add A Budget
Add A Mission Trip Account
Add A Mission Trip Account Engagement
Add A Mission Trip Enrollment
Add A Mission Trip Payment
Add A Mission Trip Refund
Add A Mission Trip Reserved Credit
Add A Mission Trip Type
Add A New Event
Add A New Mission Trip
Add A Note to the Notes Section
Add A Payroll Distribution
Add Account Statements
Add Account Transfers
Add Accounts to the Chart of Accounts
Add Awards And Recognitions
Add Board Engagement
Add Board Members
Add Bulk Engagements
Add Bulk Mail Room Engagements
Add Business Expenses
Add Campaigns
Add Checklists
Add Client/Customer Engagements
Add Clients/Customers
Add Community Clubs and Groups
Add Constituent Engagement for Constituents, No Specific Relationship
Add Constituents
Add Constituents to the Argenta Mail Room
Add Contact to Contact Log
Add Contracts
Add Delegate Engagements
Add Delegate Payments
Add Delegates
Add Departments/Chapters
Add Districts
Add Documents in the Document Library
Add Donor Engagement
Add Donors
Add Expense Reimbursement Request
Add Fiscal Donations
Add Fund Transfers
Add Funds
Add Grantor Engagements
Add Grantors
Add Grants
Add Invoices/Receivables
Add Lead Engagement
Add Leads/Opportunities
Add Lend Out Inventory
Add Links & Resources
Add Lists/List Groups
Add Mailing Lists
Add Material Distributions
Add Material Donations
Add Material Items Into Inventory
Add Material Recipients
Add Meeting Minutes
Add Member Groups
Add Member Payments
Add Member Visits
Add Members
Add Misc. Payments and Income
Add Notebooks and Notes
Add Paid Time Off Requests
Add Partner Engagement
Add Partners
Add Personal Passwords
Add Pledges
Add Policies and Procedures
Add Precincts
Add Product Inventory
Add Product Order
Add Products
Add Projects
Add Recurring Donations
Add Recurring Expenses
Add Recurring Invoices
Add Recurring Member Payments
Add Related Files
Add Sales and Marketing Engagements
Add Staff Engagement
Add Staff Members
Add Staff Positions
Add Tasks in the Task Management Module
Add Team Passwords
Add Time Sheet Tasks
Add Time Sheets
Add Training
Add Vendors
Add Volunteer Engagement
Add Volunteer Groups
Add Volunteer Needs
Add Volunteer Positions
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
Apply A Mission Trip Reserve Credit To A Mission Trip Enrollment
Bulk Texting
Change The Enrollment Total For A Mission Trip Enrollment
Classification Codes, Working with Account Detail Types
Classification Codes, Working with Board Member Categories
Classification Codes, Working with Board Member Discussion Categories
Classification Codes, Working with Budget Categories
Classification Codes, Working with Budget Types
Classification Codes, Working with Campaign Categories
Classification Codes, Working with Campaign Final Outcomes
Classification Codes, Working with Club Categories
Classification Codes, Working with Congressional Districts
Classification Codes, Working with Constituent Communication Methods
Classification Codes, Working with Constituent Group Categories
Classification Codes, Working with Constituent Group Roles
Classification Codes, Working with Constituent Group Types
Classification Codes, Working with Constituent Skills
Classification Codes, Working with Contract Categories
Classification Codes, Working with Contract Types
Classification Codes, Working with Counties
Classification Codes, Working with Delegate Categories
Classification Codes, Working with Delegate Levels
Classification Codes, Working with Delegate Payment Categories
Classification Codes, Working with Delegate Types
Classification Codes, Working with Department Types
Classification Codes, Working with Document Categories
Classification Codes, Working with Donation Categories
Classification Codes, Working with Donation Types
Classification Codes, Working with Donations Material Categories
Classification Codes, Working with Donations Material Status Codes
Classification Codes, Working with Donations Material Types
Classification Codes, Working with Donor Categories
Classification Codes, Working with Donor Types
Classification Codes, Working with Engagement Types
Classification Codes, Working with Event Categories
Classification Codes, Working with Event Guest Categories
Classification Codes, Working with Event Itinerary Categories
Classification Codes, Working with Event Meal Choices
Classification Codes, Working with Expense Categories
Classification Codes, Working with Fiscal Years
Classification Codes, Working with Fund Categories
Classification Codes, Working with Grant Types
Classification Codes, Working with Grantor Types
Classification Codes, Working with House Districts
Classification Codes, Working with Housing Categories
Classification Codes, Working with Housing Types
Classification Codes, Working with Industries
Classification Codes, Working with Lead Categories
Classification Codes, Working with Lead Roles
Classification Codes, Working with Lead Status Codes
Classification Codes, Working with Lead Types
Classification Codes, Working with Lead Weights
Classification Codes, Working with Lead/Acquisition Sources
Classification Codes, Working with Links & Resource Categories
Classification Codes, Working with Material Distribution Categories
Classification Codes, Working with Material Distribution Status Codes
Classification Codes, Working with Material Distribution Types
Classification Codes, Working with Material Inventory Categories
Classification Codes, Working with Meeting Minute Categories
Classification Codes, Working with Member Categories
Classification Codes, Working with Member Group Categories
Classification Codes, Working with Member Payment Categories
Classification Codes, Working with Member Suspension Reasons
Classification Codes, Working with Member Types
Classification Codes, Working with Member Visit Categories
Classification Codes, Working with Membership Inactive Reasons
Classification Codes, Working with Membership Levels
Classification Codes, Working with Mission Project Categories
Classification Codes, Working with Mission Trip Account Categories
Classification Codes, Working with Mission Trip Account Type
Classification Codes, Working with Mission Trip Categories
Classification Codes, Working with Mission Trip Payment Categories
Classification Codes, Working with Mission Trip Refund Categories
Classification Codes, Working with Mission Trip Status Codes
Classification Codes, Working with Mission Trip Wait List Categories
Classification Codes, Working with Notebook Categories
Classification Codes, Working with Organizational Types
Classification Codes, Working with Paid Time Off Request Categories
Classification Codes, Working with Parent Categories
Classification Codes, Working with Parent Types
Classification Codes, Working with Participant Categories
Classification Codes, Working with Participant Types
Classification Codes, Working with Partner Focus Areas
Classification Codes, Working with Partner Stakeholder Groups
Classification Codes, Working with Partner Types
Classification Codes, Working with Policy & Procedure Categories
Classification Codes, Working with Product Categories
Classification Codes, Working with Product Groups
Classification Codes, Working with Program Categories
Classification Codes, Working with Program Types
Classification Codes, Working with Project Discussion Categories
Classification Codes, Working with Recognition Categories
Classification Codes, Working with Refund Categories
Classification Codes, Working with Staff Acquisition Codes
Classification Codes, Working with Staff Placement Types
Classification Codes, Working with Staff Positions Available
Classification Codes, Working with State Senate Districts
Classification Codes, Working with Target Ages
Classification Codes, Working with Task Categories
Classification Codes, Working with Team Member Discussion Categories
Classification Codes, Working with Time Sheet Tasks
Classification Codes, Working with Training Categories
Classification Codes, Working with Vendor Types
Classification Codes, Working with Volunteer Categories
Classification Codes, Working with Volunteer Group Categories
Classification Codes, Working with Volunteer Inactive Reasons
Classification Codes, Working with Volunteer Needs
Classification Codes, Working with Volunteer Position Categories
Classification Codes, Working with Volunteer Suspension Reasons
Classification Codes, Working with Volunteer Task Categories
Classification Codes, Working with Volunteer Task Outcomes
Classification Codes, Working with Voter Registration Status Codes
Classification Codes, Working with Voting Issues
Classification Codes, Working with Voting Preferences
Creating and Managing an Installment Account
Event Email Notifications
Export Mailing Lists
Filter Account Statements
Filter Account Transfers
Filter Awards and Recognitions
Filter Board Member Discussions
Filter Board Member Engagement
Filter Board Members
Filter Budgets
Filter Campaigns
Filter Chart of Accounts
Filter Clients/Customers
Filter Community Clubs and Groups
Filter Constituent Groups
Filter Constituents (All)
Filter Contracts
Filter Delegate Payments
Filter Delegates
Filter Departments/Chapters
Filter Deposits
Filter Districts
Filter Documents Library
Filter Donations
Filter Donor Engagements
Filter Donors
Filter Engagements
Filter Event Guests on the Guest List for All Events
Filter Event Ticket Sales
Filter Events
Filter Expenses
Filter Fiscal Donations
Filter Fund Transfers
Filter Fundraising Campaigns
Filter General Journal
Filter General Ledger Transactions
Filter Grantors
Filter Grants
Filter Invoices/Receivables
Filter Lead Conversion
Filter Leads
Filter Lend Out Inventory
Filter Links & Resources
Filter Material Donation Distributions
Filter Material Donation Inventory
Filter Material Donations
Filter Material Recipients
Filter Meeting Minutes
Filter Member Archive
Filter Member Engagements
Filter Member Groups
Filter Member Payments
Filter Member Training
Filter Member Visits
Filter Members
Filter Misc. Payments & Income
Filter Mission Trip Account Engagement
Filter Mission Trip Accounts
Filter Mission Trip Credits
Filter Mission Trip Enrollments
Filter Mission Trip Fees & Forfeitures
Filter Mission Trip List
Filter Mission Trip Payments
Filter Mission Trip Refunds
Filter Mission Trip Reserved Credits
Filter Misson Projects
Filter My Payroll Distributions
Filter Notebooks
Filter Paid Time Off Requests
Filter Partners
Filter Payroll Distributions
Filter Pledges
Filter Policies and Procedures
Filter Precincts
Filter Product Inventory
Filter Product Orders
Filter Product Vendors
Filter Products
Filter Projects
Filter Recurring Donations
Filter Recurring Expenses
Filter Recurring Invoices
Filter Recurring Member Payments
Filter Refunds
Filter Staff Engagement
Filter Staff Members
Filter Staff Positions
Filter Tasks
Filter Team Member Discussions
Filter Team Password Keeper
Filter The Chart of Accounts
Filter Time Sheets
Filter Training Tracks / Training Modules
Filter Vendors
Filter Volunteer Engagement
Filter Volunteer Groups
Filter Volunteer Positions
Filter Volunteer Task Groups
Filter Volunteer Tasks
Filter Volunteer Training
Filter Volunteers
How To Convert A Lead
How To Create Bulk Notes
How to Reconcile Your Account
How To Unsubscribe A Lead
How to Use The Bulk Update Leads Feature
Import A CSV File from Argenta into Outlook 365
Import A CSV File from Argenta into Outlook Contacts
Import CSV File Into Mailchimp
Overveiw, Working With Partners
Overview of Argenta
Overview, How to Manage Your Subscription Settings
Overview, Working With Account Statements
Overview, Working With Account Transfers
Overview, Working with Awards & Recognitions
Overview, Working with Board Member Discussions
Overview, Working with Board Members
Overview, Working with Campaigns
Overview, Working With Chart of Accounts
Overview, Working with Clients/Customers
Overview, Working with Delegates
Overview, Working with Donors
Overview, Working With Engagements
Overview, Working with Events
Overview, Working with Fiscal Donations
Overview, Working With Funds
Overview, Working with Grant Calendar/Schedule
Overview, Working with Grantors
Overview, Working with Leads
Overview, Working with Material Donations
Overview, Working With Members
Overview, Working with Mission Trip Account Engagement
Overview, Working with Mission Trip Accounts
Overview, Working with Mission Trip Enrollments
Overview, Working With Mission Trip Lists
Overview, Working With Mission Trip Payments
Overview, Working with Mission Trip Refunds
Overview, Working with Mission Trip Types
Overview, Working with Projects
Overview, Working with Team Member Discussions
Overview, Working with the Community Mission Project Calendar
Overview, Working With Volunteer Positions
Report Summary Donation Thank You Letters
Selling Your Own Products in Argenta
Using Constituent Groups
Using Deposits
Using Mailing Lists
Using the Do Not Solicit, Email, Call, Text, Send Mail Features
Using the Lending Library
Using the Team Time Off Calendar
Using the Volunteer Task Calendar
Validating An Email Address
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 Email Batches
Working with Email Templates
Working With Volunteer Task Groups
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