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 Classification Codes from the Argenta main menu on the left-hand side of the screen.
This will open the complete list of Customizable Classifications Codes in Argenta. From here select "Member Group Categories" from the list.
This will open the Member Group Category complete list for
your organization. From here select the "Add New" button.
This will open the Add A New Member Group Category screen which allows you to add your new category.
Choose a name for the new category and then click
"Add This Classification Code." This will add your new category
and return you to your complete Member Group Category listing.
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 or partial 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 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.