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Widgets
Widgets are what pulls the information from the Maestro system into your dashboard. This allows y...
Dashboards
Dashboards are a way to display information that is already stored in the system on your screen. ...
Receiving Donations
Once you have created a donation, it is not automatically considered to be received by the organi...
Adding Donations
Once your initial setup is complete, you are ready for entering donation information. To get st...
Donations Overview
Donations within Maestro allow you track monetary donations made to your organization. The donati...
Adding & Editing Events
To create a new event, navigate to the events section (the calendar icon in the left hand navigat...
Events Overview
Events are a Maestro-facing calendar. They are a great way for Maestro Users to have all the impo...
Inputting Data
Prior to importing data, we recommend utilizing the Onboarding Checklist to make sure you have co...
List Generation
When you are including filters, you also have the ability to download the lists as a csv file. Th...
Reinvestment Reporting
Being able to report your success is vital for an organization. The reporting in Maestro is your ...
Maestro App
While Maestro is a cloud-based software, mobile editing isn’t always the most convenient. That’s ...
Volunteer Opportunities Overview
Volunteer Opportunities is a feature in Maestro that allows you to create opportunities for volun...
Duplicating Work Plans
For events that you do year after year, you may find it easier to duplicate or clone a work plan ...
Works Plans Overview
Work plans are one of the key ways that Main Street organizations get thing done. These task list...
Involvements
Involvements are Maestro’s tagging system. It may be helpful to think about Involvements as custo...
Contact Profiles
To add a contact profile, go into the Contacts section of Maestro and click on the Plus button in...
Property Profiles
To add a property profile, go into the Contacts section of Maestro and click on the Plus button i...
Business Profiles
To add a contact profile, go into the Businesses section of Maestro and click on the Plus button ...
Involvements
Involvements are Maestro’s tagging system. It may be helpful to think about Involvements as custo...
Involvements
Involvements are Maestro’s tagging system. It may be helpful to think about Involvements as custo...