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Widgets

1.12 Dashboards & Widgets

Widgets are what pulls the information from the Maestro system into your dashboard. This allows y...

Updated 5 months ago

Dashboards

1.12 Dashboards & Widgets

Dashboards are a way to display information that is already stored in the system on your screen. ...

Updated 5 months ago

Receiving Donations

1.09 Donations

Once you have created a donation, it is not automatically considered to be received by the organi...

Updated 5 months ago

Adding Donations

1.09 Donations

Once your initial setup is complete, you are ready for entering donation information.  To get st...

Updated 5 months ago

Donations Overview

1.09 Donations

Donations within Maestro allow you track monetary donations made to your organization. The donati...

Updated 5 months ago

Adding & Editing Events

1.07 Events

To create a new event, navigate to the events section (the calendar icon in the left hand navigat...

Updated 5 months ago

Events Overview

1.07 Events

Events are a Maestro-facing calendar. They are a great way for Maestro Users to have all the impo...

Updated 5 months ago

Inputting Data

1.02 Getting Started

Prior to importing data, we recommend utilizing the Onboarding Checklist to make sure you have co...

Updated 5 months ago

List Generation

1.10 Reporting

When you are including filters, you also have the ability to download the lists as a csv file. Th...

Updated 5 months ago

Reinvestment Reporting

1.10 Reporting

Being able to report your success is vital for an organization. The reporting in Maestro is your ...

Updated 5 months ago

Maestro App

1.11 Maestro App

While Maestro is a cloud-based software, mobile editing isn’t always the most convenient. That’s ...

Updated 5 months ago

Volunteer Opportunities Overview

1.08 Volunteer Oppportunities

Volunteer Opportunities is a feature in Maestro that allows you to create opportunities for volun...

Updated 6 months ago

Duplicating Work Plans

1.06 Work Plans

For events that you do year after year, you may find it easier to duplicate or clone a work plan ...

Updated 6 months ago

Works Plans Overview

1.06 Work Plans

Work plans are one of the key ways that Main Street organizations get thing done. These task list...

Updated 6 months ago

Involvements

1.05 Properties

Involvements are Maestro’s tagging system. It may be helpful to think about Involvements as custo...

Updated 6 months ago

Contact Profiles

1.03 Contacts

To add a contact profile, go into the Contacts section of Maestro and click on the Plus button in...

Updated 6 months ago

Property Profiles

1.05 Properties

To add a property profile, go into the Contacts section of Maestro and click on the Plus button i...

Updated 6 months ago

Business Profiles

1.04 Businesses

To add a contact profile, go into the Businesses section of Maestro and click on the Plus button ...

Updated 6 months ago

Involvements

1.04 Businesses

Involvements are Maestro’s tagging system. It may be helpful to think about Involvements as custo...

Updated 6 months ago

Involvements

1.03 Contacts

Involvements are Maestro’s tagging system. It may be helpful to think about Involvements as custo...

Updated 6 months ago