Understanding the Maestro Modules
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This is the user’s dashboard where overdue tasks, calendar events, and other statistics can be viewed. There are a variety of widgets to choose from. The user can arrange them in their preferred order and size.
Contacts
Contacts
This module contains the profiles for all of the organization’s contacts (individuals). Examples of contacts include: property owners, business owners, board members, city council members, vendors, partners, community groups, volunteers, residents, out-of-state associates, etc. Contacts can be linked or connected to other contacts (spouse), to businesses, and to properties.
This module serves as a task manager where tasks can be organized by project This module contains the profiles for all businesses companies. Businesses This module houses all properties within the district. Properties can be marked Use this module to make users aware of any events. Here, work plans and Use this module to track contact and business donations. The donations will be This module allows you to create volunteer signup Maestro provides several canned reports where users Here, users can customize drop down menus found The Tools module also houses the publicWork Plans
or event, and Maestro contacts can be assigned to tasks. Those assignments will
then populate the dashboard.Businesses
can be linked to contacts as well as properties (as occupant and/or owner).
Businesses can also be marked as “in-district” to be included in reporting
statistics.Properties
residential and multiple units can be added to a property.Events
attachments can be linked to an event. This module is essentially a MaestrofacingMaestro-facing calendar for people who have access to your instance.Donations
tied to the donor’s record. Volunteer Opportunities
opportunities for dates, shifts, etc. and then publish
one link that people can visit to sign up for volunteer
roles.Reports
can see full report data or summary statistical data.
This module also provides an “Advanced Search” tool
which allows users to create custom searches and save
them as reports.Tools
throughout the system
(including donation options, zoning, TIF, involvements,
and others). Also here, users will find the import tool,
user list, and organization settings (where integrations
are set up).
improvements and investments and public parking
and parks data, titled “Community Investment”. For
more information on this section, watch the “Settings”
tutorial.