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Classification Codes, Working with Donor Types

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 Donation Management > Donor Types 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 has 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 Donor Type

Click the "Add A New Donor Type" button above the list.

 

The "Add A New Donor Type" window will come up...

Add Classification Codes in Argenta

 

Type a name for your donor type and click the "Add This Donor Type" button.

 

The window will close and the new donor type will display in the list.

 

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.