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Classification Codes, Working with Donation Categories

Donations can be classified using donation categories. Donation categories are considered a classification code. Argenta comes loaded with common donation categories to help you get started, but you can change them at any time. You can add or delete any donation category by selecting Donation Management or Classification Codes > Donation Categories from the Argenta main menu on the left hand side of the screen.

 

 

View The Total Number Of Records
Above every list is a pink label 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 had an “Export List 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 Add A Donation Category
Click the “Add a New Category” button above the list. The “Add A New Donation Category” window will come up…

 

 

Type a name for your donation category and click the “Add This Category” button. The window will close and the new donation category will display in the list.

 

To Remove A Donation Category
In the donation category list, click the corresponding “Delete” button to remove the donation category from Argenta. Donation categories that are already in use cannot be deleted. You will receive an alert indicating that you cannot delete the donation category because it has been used to classify a Donation. If you still want to delete it, you can find the Donations associated with it by filtering the Donation list, reclassifying all associated Donations, then trying again to delete it.