Constituent Communication can be classified using Constituent Communication Methods. Constituent Communication Methods are considered a Classification Code. Argenta comes loaded with
common Constituent Communication Methods to help you get started, but you can change them at
any time.
You can add or delete any Constituent Communication Method by selecting
Classification Codes from the Argenta main menu on the left-hand side of the
screen.
This
will bring you into the full listing of all Customizable Classification Codes
that are within Argenta. From here you will choose "Constituent Communication Methods."
This will
bring you into the full listing of your Constituent Communication Methods. Next you will choose the "Add New" button.
This will
open the Add A New Constituent Communication Method screen for you to add a new method.
Choose a
name for your method and click the "Add This Record" button to
add this new method to your list.
View The Total Number Of Records
Above the list is a records total that displays the total of all items
currently displayed in the list. This is a quick and easy way to count list
items.
Search The List
All classification code lists can be searched by the code’s title. Enter the
title of the code you are looking for into the search field to search the list.
Export The List To Excel
Argenta contains many reports, charts, graphs, and statements, but it may be
necessary to manipulate your own data. You can work with your data anyway you
want by exporting it to Excel. Every list in Argenta has an “Export To Excel”
button above the list. Clicking the button exports the data currently displayed
in the list to Microsoft Excel. If you have filtered the data by specific
criteria, only the result set will be exported.
To Remove A Constituent Communication Method
In the constituent communication methods list, click the corresponding “Delete”
button to remove the constituent communication method from Argenta. Constituent communication methods that
are already in use cannot be deleted. You will receive an alert indicating that
you cannot delete the communication method because it has been used to classify a constituent communication. If you still want to delete it, you can find the constituent records associated
with it by filtering the constituent communication list, reclassifying all associated communications,
then trying again to delete it.