Donation Materials can be classified using Donations Material Categories. Donations Material Categories are considered a Classification Code. Argenta comes loaded with common Donations Material Categories to help you get started, and you can expand upon them when needed.
You can add or delete any Donations Material 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 "Donations Material Categories:"
This opens the Donations Material Categories screen where your categories are listed. From here, select the "Add New" button:
This opens the Add A New Donations Material Category screen:
Type in a name for your new category and click "Add This Classification Code" 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 Donations Material Category
In the donations material list, click the corresponding Delete
icon to remove the donations material category from Argenta. Donation categories that are already in use cannot be deleted. You will receive an alert indicating that you cannot delete the donations material category because it has been used to classify a donation category. If you still want to delete it, you can find the donation category associated with it by filtering the donations material list, reclassifying all associated donations material, then trying again to delete it.