Knowledge Base Article

Grantors can be classified using Grantor Types. Grantor Types are considered a Classification Code. Argenta comes loaded with common Grantor Types to help you get started, but you can change them at any time.

You can add or delete any Grantor Type 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 in Argenta. From here you will choose "Grantor Types."

This will open the Add A New Grantor Type screen for you to add your new type.

Choose a name for your 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 Grantor Type

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