Involvements

Involvements are Maestro’s tagging system. It may be helpful to think about Involvements as custom fields or tags. Involvements can be created for any attribute that the organization wants to track. Involvements are the way to get data out of multiple spreadsheets and into one usable system to see each contact, business, or
property’s complete engagement with the organization. Involvements can be added to any property, contact, work plan or business.

This feature is used to track items such as:

• Board of Directors
  
• Committee Roles
  
• Sponsorships
  
• Awards
  
• Attendance, etc.

Important Note: Involvements are used to track important information that needs to be searched and does not have a designated field. For reference, review the full list of involvements and umbrella involvement categories in the Tools module.

Search & Reporting

Involvement names and dates can be searched from the Search field and from the
Advanced Reporting tool. However, the Involvement notes cannot be searched. The
Involvement Date field is an open text field, so it can be used for dates as well as any
other data a user wishes to search later.