Classification Codes, Working with Donor Types

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Donors can be classified using donor types. Donor types are considered a classification code. Argenta comes loaded with common donor types to help you get started, but you can change them at any time. You can add or delete any donor type by selecting Classification Codes  from the Argenta dashboard on the left hand side of the screen.

 

 
 
 
This will open the complete customization classification list within Argenta.  From here select "Donor Types."
 
 
  
 

This will open the Donor types complete list for your organization.  From here you will select "Add New."

 
 
This will open the Add A New Donor Type screen where you will type in a new donor type name. 
 
 

 

Once a name has been typed in choose "Add This Classification Code" to add the new code and return you to your complete listing of donor types.

 

View The Total Number of Records

Above every list is a record number 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 Donor Type

In the donor type list, click the corresponding "Delete" button to remove the donor type from Argenta. Donor types that are already in use cannot be deleted. You will receive an alert indicating that you cannot delete the donor type because it has been used to classify a donor. If you still want to delete it you can find the donors associated with it by filtering the donor list, reclassifying all associated donors, then trying again to delete the donor type.