Classification Codes, Working with Constituent Group Roles

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Constituent Group Roles can be classified using Constituent Group Roles. Constituent Group Roles are considered a classification code. Argenta comes loaded with common constituent group roles to help you get started, but you can expand upon them with the Constituent Group Roles. You can add or delete any constituent group role 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 Group Roles."

 

 

This will open the Constituent Group Roles screen where your roles will be listed. Next you will choose "Add New."

 

 

This will open a screen for you to add a new constituent group role.

 
 

Enter a name for your new role and click "Add This Classification Code" to add this new role 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 Category/Type

In the constituent group list, click the corresponding “Delete” button to remove the constituent group role from Argenta. Constituent group roles that are already in use cannot be deleted. You will receive an alert indicating that you cannot delete the constituent group role 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.