Classification Codes, Working with Donation Types

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Donations can be classified using Donation Types. Donation Types are considered a classification code. Argenta comes loaded with common donation types to help you get started, but you can expand upon them with the Donation Types classification codes. You can add or delete any donation 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 "Donation Types."

 

 

This will open the Donation Types screen where your categories will be listed. Next you will choose "Add New."

 

 

This will open a screen for you to add a new donation type.

 
 

Enter a name for your new type and click "Add This Classification Code" 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 Category/Type

In the donation type list, click the corresponding “Delete” button to remove the donation type from Argenta. Donation types that are already in use cannot be deleted. You will receive an alert indicating that you cannot delete the donation type 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 Donations list, reclassifying all associated Donations, then trying again to delete it.