Contact Profile

To add a contact profile, go into the Contacts section of Maestro and click on the Plus button in the upper right hand corner. This will create a blank profile for you to edit and save. 

Required Fields

Individual’s First Name or Company Name
All contact profiles must have an individual’s first name or a company name to be saved.

Initially, the profile template will show both fields with an asterisk, but, after data is entered into one of those
fields, the other asterisk will disappear. 

Title Field

This field is used both for a traditional “title” (e.g. Mayor, Judge, Dr., The Honorable, religious titles, etc.)
as well as the contact’s job title/ position (e.g. teacher, engineer, director of development, etc.).

Large Institution Naming

Protocol (Suggestion/Tip) 

Do not include department names in a contact’s title. Instead, add the department name to the name of
the company field. This ensures the department name is searchable--which is critical for larger companies
with many staff and multiple departments, like the City of Smallville.

When to add an Organization vs. a Contact

The majority of the time, we strongly recommend adding individuals in the contacts section and organizations and businesses in the business section. 

The one main exception to this rule is when you need to track volunteer hours for a group where the individuals may change from year to year or event to event, like a fraternity or sorority. Since that may be the individual's only interaction with your organization, we don't suggest putting each person into your Maestro system, but instead adding a profile for Delta Delta Delta and then attaching volunteer hours to that profile.