Members can be classified using Member Types. Member Types are considered a Classification Code. Argenta comes loaded with
common Member Types to help get you started, but you can change them at
any time.
You can add or delete any Member 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 list of Customizable Classification Codes
in Argenta. From here you will choose "Member Types" from the list
This will
bring you into the full list of Member Types. Next you will choose the "Add New" button.
This will
open the Add A New Member Type screen for you to add a 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 or a 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 Type
In the member type list, click the corresponding “Delete”
button to remove the member type from Argenta. Member types that
are already in use cannot be deleted. You will receive an alert indicating that
you cannot delete the member type because it has been used to classify a member. If you still want to delete it, you can find the members associated
with it by filtering the members list, reclassifying all associated members,
then trying again to delete it.