Constituent Groups can be classified using Constituent Group Categories. Constituent Group Categories are considered a Classification Code. Argenta comes loaded with common Constituent Groups to help you get started, but you can expand upon them if needed.
You can add or delete any Constituent Group Category by selecting Classification Codes from the Argenta main menu on the left-hand side of the screen:
This opens the full list of all Customizable Classification Codes that are within Argenta. From here you will choose "Constituent Group Categories:"
This opens the Constituent Group Categories screen where your categories are listed. From here, click the "Add New" button:
This opens the Add A New Constituent Group Category screen:
Type in a name for your new category and click the "Add This Classification Code" button to add this new category 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 Group Category
In the constituent group list, click the corresponding Delete
icon to remove the
Constituent Group Category from Argenta.
Constituent Group Categories that are already in use cannot be deleted. You will receive an alert indicating that you cannot delete the
Constituent Group Category because it has been used to classify a
Constituent Group. If you still want to delete it, you can find the
Constituent Group associated with it by filtering the
Constituent Group list, reclassifying all associated
Constituent Groups, then trying again to delete it.