We automate nonprofit operations so you can do more of what matters most.

Classification Codes, Working with Member Group Categories

Member Groups can be categorized using member group categories. Argenta comes loaded with common member group categories to help you get started, but you can change them at any time. You can add or delete any member group category by selecting Membership > Member Group Categories 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 Member Group Category

Click the "Add A New Group Category" button above the list.

 

The "Add A New Group Category" window will come up...

 

 

Type a name for your group category and click the "Add This Group Category" button. The window will close and the new member group category will display in the list.

 

To Remove A Member Group Category

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