Constituent Groups can be classified using Constituent Group Types. Constituent Group Types are considered a Classification Code. Argenta comes loaded with common Constituent Group Types to help you get started, but you can expand upon them when needed.
You can add or delete any Constituent Group Types 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 Types."
This will open the Constituent Group Types screen where your types will be listed. Next you will choose the "Add New" button.
This will open the Add A New Constituent Group Type screen for you to add a new constituent group type.
Enter a name for your new type and click the "Add This Classification Code" button to add this new type 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 Type
In the constituent group type list, click the corresponding “Delete” button to remove the constituent group type from Argenta. Constituent group types that are already in use cannot be deleted. You will receive an alert indicating that you cannot delete the constituent group type 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.