Involvements take your data to new heights in Maestro

If someone asked you for a list of everything they sponsored over the past two years, how many spreadsheets would you have to go to to get the information for them? With Maestro, all of that information is saved to their profile, so simply searching their name gets you everything about that contact or business.

The key is involvements. Involvements are Maestro’s system for adding tags to profiles.You determine what tags are important to you, and then add those to the appropriate profiles. Once added, all your involvements can be searched, used as filters, and exported so you can share your information easily.

Perhaps you want to know every Gold level member who also sponsored your music festival. Maybe you want to get a list of every Farmers Market vendor, or simply everyone that attended your annual dinner. Involvements are how you identify those contacts and businesses.

You can even use them to identify specific characteristics of a contact, business, or property. For instance, you may want to add an involvement for architectural style so that you can find all the Beaux Arts style properties in your downtown.

There are no limits to the amount you can have, so let your imagination run wild. The more you know about a contact, business, or property, and using involvements is a great way to add those tidbits that are important to your organization. Don’t worry if you don’t have a tag for everyone, add what you have – then build towards the rest, at least you’ll be started.

When setting up your involvements is easy and can be done in a matter of minutes. They are managed under the tools icon. First, you will want to create your categories (think buckets to put your involvements in). These categories exist solely to organize/group the involvements when viewing a profile. You can decide whether you want to group by event, by type (sponsor, volunteer, etc) or by another method. There is absolutely no wrong way to do this, so set them up in a way that makes sense for you!

If you get lost or need some assistance, you can always check out our tutorial on involvements. If you’d like to see how to generate lists, filters, etc. using these or any other field in Maestro, check out our advanced search tutorial. As always, should you need any assistance, contact our staff and we will be happy to assist you!

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