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Classification Codes, Working with Membership Fee Categories

Membership fees can be categorized using membership fee categories. Membership fee categories are considered a classification code. Argenta comes loaded with common membership fee categories to help you get started, but you can change them at any time. You can add or delete any membership fee category by selecting Membership > Membership Fee 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 Membership Fee Category

Click the "Add A New Membership Fee Category" button above the list.

 

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

Add Classification Codes in Argenta

 

Type a name for your lead category and click the "Add This Membership Fee Category" button.

 

The window will close and the new membership fee category will display in the list.

 

To Remove A Membership Fee Category

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