General Settings

OBJECTIVE

The General Settings option is used to configure the various options available throughout the maestro* application. They are used to determine the source location of documents and the fax server manage e-mail messages and determine certain operating settings for all users.

To facilitate understanding, help will be limited to the General Settings section, given that the other sections have already been documented and help is available through each option.

Steps

maestro* > Maintenance > General Maintenance > Processing > General Settings

maestro* > Configuration icon > General Settings

Enter configurations

Click on General in the menu on the left.

Field

Description

Company display Order

Order in which companies are displayed when selecting companies. Available values:

Creation

Displays according to the date the company was created.

Alphabetical

Displays companies in alphabetical order.

Number of lines in labels

Used to specify the number of lines for supplier and customer labels.

NOTE: This setting applies only to users of dot matrix printers so they can determine the number of lines per label, which can be 6 or 8.

Use leading zeros

If checked, precedes cheque and invoice numbers with zeros.

Date format for forms

Used to specify the date format to be printed on forms.

NOTES: The dates that are part of the descriptions created automatically by the system in the transaction breakdown for the Work Order Billing and Service Management modules are also controlled by the setting.

Only forms created using viewer 2 can use this setting. Examples of date formats: DD-MM-YYYY, YYYY-MM-DD.

Block Universal Password

If checked, blocks the use of the universal maestro* password for logging in.

Prevent quitting with the “X”

Disables clicking X to close screens anywhere in the software.

NOTE: We recommend clicking the Exit icon to close options.

Do not insert page break before transfer summaries

If checked, removes the page break before the summary when transactions are transferred.

Do not print the transaction detail on accounting transfers

If checked, prevents viewing or printing the transaction transfer report after making a transfer.

Data Compression

Used to enable or disable the compression of data files.

NOTES: To disable file compression, you must rebuild the files using the Rebuild File – Normal option.

If you disable compression, file sizes can be between 1.5 and 1.8 times larger than compressed files.

Please contact the technical support before using this option.

Installation Language

Allows the selection of the language that will be used, among others, to:

the generation of messages saved in tables.

display of the application at startup when no user is defined.

display the maestro*’s configuration wizard.

Source location of documents

Allows the user to determine the source location to which the users can select documents to attach (Link to an “Other file” icon) in the Document Management and in Send a message.

NOTE: Maestro* conserves, by user, the last source location where the files were selected as attachments or imported in maestro* via the Link to an “Other file” icon. Consequently, if the user changes this source location, the locations designated below no longer apply.

Available values:

Directory of the company

Allows the user to choose the attachments from the company directory in which the user is working.

Specific Folder

Allows the user to choose the attachments from a specific folder.

NOTE: The Source Folder of Documents field should be completed with this selection.

Anywhere, without restriction

Allows the user to choose the attachments from any directory without restriction. By default, maestro* displays to the user the My Documents directory.

Source Folder of Documents

Identifies the directory from which attachments are selected in Document Management and for sending e-mail from maestro*.

Mail Software

Identifies the software used for sending e-mail. Available values:

Other

Outlook

Lotus Notes

Record Blocking

Used to lock a record and ensures that no users can change the transaction. Available values:

None

Does not lock the record. The transaction can be modified by two people simultaneously.

Automatic

Maestro* automatically locks the transaction.

Manual

Allows the user lock the transaction manually.

Fax Software

Used to specify which software is used for sending documents by fax. Available values:

Microsoft Fax

By default, maestro* specifies Microsoft Fax because this product is available with Windows Server 2003 or higher.

NOTE: The Microsoft Fax server program must be installed before this feature can be used.

Fax Through Email

Other software for sending faxes by e-mail. Example: FaxMaker.

Fax Server Name

Used to specify the name of the server on which the Microsoft Fax component is installed if the fax software specified is Microsoft Fax.

Fax Email Address

Specifies the fax e-mail and Fax by E-mail mode.

NOTE: The name of the fax server must be entered as follows: <Fax>@faxmaker.com or <Fax>@myfax.com

Cover Page

Form used as the cover page when sending a fax by e-mail.

NOTES: In multidimensional mode, this button is used to configure a form template by company prefix.

A cover page will be added to the e-mail automatically and sent in addition to the pages sent.

Block the mass transfer of non-accepted sales

Prevents, if checked, when the status of acceptation is different than Yes, for the following invoicing modules:

Service Management;

Invoicing;

Contractual Billing.

File Folder

Used to specify a location for shared maestro* files.

NOTE: The network path must respect the UNC format. Example: \\Server name\Share name\

Reference User

Specifies the user ID that will be used as the security base for the entire company, for base settings and access to the application.

Click Documents in the menu on the left.

Field

Description

Extension to be convert to PDF

Used to specify the file extensions to be converted into PDF format when sending with the mass mailing option.

NOTE: You can enter multiple extensions if you separate them with a comma. Example: doc, docx, xls, xlsx, txt.

Category Mandatory to save Documents

Allows the user to make the identification of a category mandatory when saving a document in Document Management, if the box is checked.

Category for Photos

Allows the user to identify the document category of documents associated to photos.

The document category is set in Define Document Categories.

NOTES: From the Document Management, it is possible to add a photo and link it to the document category linked to the photos. This functionality applies to the photos added in Employee Management and in the Equipment Management.

By specifying a category, for the photos, they will be immediately visible in the Note – Pictures tab in the Equipment Management option.

Create Transactions from Scanned Documents section:

Field

Description

Directory for Documents Awaiting Processing

Allows the user to specify where the scanned documents awaiting processing are located (for example, invoices and receipts).

Directory for Processed Documents

Allows the user to specify where the system will move the scanned documents after the transaction has been entered.

Delete Documents After Processing

Allows the system to delete documents once they have been processed.

Category for Attachments

Allows the user to specify the document category that will be assigned to source documents (invoices and scanned receipts, for example) that will be copied into document management and attached to the transactions entered.

File Extensions Accepted in Document Management section:

Field

Description

File Extension accepted in maestro*'s Document Management
This section displays all file extensions accepted in maestro*. It already contains a list of inoffensive extensions but more can be added (as long as the syntax is respected, there are no spaces, and extensions are separated by a semicolon.)

File Extension accepted in maestro*MOBILE's Document Management
This section only appears if at least one maestro*MOBILE license is present. This section displays all file extensions accepted in maestro*MOBILE. It already contains a list of inoffensive extensions but more can be added (as long as the syntax is respected, there are no spaces, and extensions are separated by a semicolon.)

Field	Description
Extension to be convert to PDF	Used to specify the file extensions to be converted into PDF format when sending with the mass mailing option. NOTE: You can enter multiple extensions if you separate them with a comma. Example: doc, docx, xls, xlsx, txt.
Category Mandatory to save Documents	Allows the user to make the identification of a category mandatory when saving a document in Document Management, if the box is checked.
Category for Photos	Allows the user to identify the document category of documents associated to photos. The document category is set in Define Document Categories. NOTES: From the Document Management, it is possible to add a photo and link it to the document category linked to the photos. This functionality applies to the photos added in Employee Management and in the Equipment Management. By specifying a category, for the photos, they will be immediately visible in the Note – Pictures tab in the Equipment Management option.

Field	Description
Directory for Documents Awaiting Processing	Allows the user to specify where the scanned documents awaiting processing are located (for example, invoices and receipts).
Directory for Processed Documents	Allows the user to specify where the system will move the scanned documents after the transaction has been entered.
Delete Documents After Processing	Allows the system to delete documents once they have been processed.
Category for Attachments	Allows the user to specify the document category that will be assigned to source documents (invoices and scanned receipts, for example) that will be copied into document management and attached to the transactions entered.

Field	Description
File Extension accepted in maestro*'s Document Management	This section displays all file extensions accepted in maestro*. It already contains a list of inoffensive extensions but more can be added (as long as the syntax is respected, there are no spaces, and extensions are separated by a semicolon.)
File Extension accepted in maestro*MOBILE's Document Management	This section only appears if at least one *maestroMOBILE license is present. This section displays all file extensions accepted in maestroMOBILE*. It already contains a list of inoffensive extensions but more can be added (as long as the syntax is respected, there are no spaces, and extensions are separated by a semicolon.)

Click Multidimensional in the menu on the left.

Field

Description

Link customers to a specific company

Indicates that the customers specified in Customer Management are attached to a specific company prefix.

NOTES: Available in multidimensional mode only.

If checked, the system uses a customer prefix index, which makes it faster to search for customers. Only customers linked to the common prefix will be displayed in the various search screens of maestro*.

Do not check this box if you do not link customers to a specific company.

Field	Description
Link customers to a specific company	Indicates that the customers specified in Customer Management are attached to a specific company prefix. NOTES: Available in multidimensional mode only. If checked, the system uses a customer prefix index, which makes it faster to search for customers. Only customers linked to the common prefix will be displayed in the various search screens of maestro*. Do not check this box if you do not link customers to a specific company.

Click on Preferences in the menu on the left.

Field

Description

Hide Anniversaries in the Events Calendar

Indicates to maestro* that employees’ birthdays and hiring anniversaries should not be displayed in the events calendar, if the box is checked.

NOTE: By default, employees’ birthdays and hiring anniversaries are displayed in the events calendar.

Date format for export to Excel

Allows the selection of the date format when exporting data to Excel. Available values:

Date

Based on the regional preferences of the operating system.

Text

« Text » mode date format in Excel, following the format used by the user who is generating data.

Click on Miscellaneous in the menu on the left.

Fleet Management section:

This section allows the user to determine the fleet management system to use to perform the localization of trucks and equipment in the various options of dispatch.

Field

Description

Fleet Management System

Allows the user to identify the type of fleet management.

The available systems are: Focus, Astus, Fleet Freedom, and FleetBridge.

Company Identification

This information is required when the fleet management system is Focus.

User Name

Name of the user who will be connecting to the fleet management system.

Password

Password the user will use to connect to the fleet management system.

API Key

If FleetBridge has been selected, enter the API key allowing the systems to be linked.

Contacts section:

This section allows you to determine the individuals to whom Maestro must send an email when problems of a technical or functional nature occur within the maestro* application.

The contact comes from Contact Management and only the contacts with a contact type of 0 – Contact are available for selection.

Distance Calculation section:

Field

Description

Enable the calculation of road distances by Google

Allows the user to specify to maestro* to use Google to calculate the distances. By activating this option, the distances between two addresses will be calculated on the basis of the road distance to cover, rather than as the crow flies.

Keep the results during

Enter the number of days during which the results of the calculations of distance road will be retained. Maestro* will reuse the distance already calculated between two same addresses until that number of days has elapsed, after which, it will conduct a new query. By entering zero, the results will never be reused and a new query will be performed each time.

Configuration of the SMTP email account section:

Field

Description

Server name

Allows user to enter the server name for the SMTP email account.

User

Enter the user name.

Password

Enter the password.

Port

Enter the port number.

“From” Address

Enter the dispatcher’s email address from which the emails are to be sent.

Use SSL encoding

Allows to apply SSL encoding (encryption) to emails.

Field	Description
Fleet Management System	Allows the user to identify the type of fleet management. The available systems are: Focus, Astus, Fleet Freedom, and FleetBridge.
Company Identification	This information is required when the fleet management system is Focus.
User Name	Name of the user who will be connecting to the fleet management system.
Password	Password the user will use to connect to the fleet management system.
API Key	If FleetBridge has been selected, enter the API key allowing the systems to be linked.

Field	Description
Enable the calculation of road distances by Google	Allows the user to specify to maestro* to use Google to calculate the distances. By activating this option, the distances between two addresses will be calculated on the basis of the road distance to cover, rather than as the crow flies.
Keep the results during	Enter the number of days during which the results of the calculations of distance road will be retained. Maestro* will reuse the distance already calculated between two same addresses until that number of days has elapsed, after which, it will conduct a new query. By entering zero, the results will never be reused and a new query will be performed each time.

Field	Description
Server name	Allows user to enter the server name for the SMTP email account.
User	Enter the user name.
Password	Enter the password.
Port	Enter the port number.
“From” Address	Enter the dispatcher’s email address from which the emails are to be sent.
Use SSL encoding	Allows to apply SSL encoding (encryption) to emails.

Click on Data Duplication in the menu on the left.This module allows real-time duplication of data from maestro* to a server for further use with a third-party tool, Power BI or MSSQL for example. With the SQL Export, performance of maestro* reports increases and productivity grows. For more information about this module, contact the Maestro sales department.
Click on Forms in the menu on the left.
1. Recommendations section: this section allows to select the forms to be used by default for each technician recommendation type.
Click on Communication in the menu on the left.
1. Text Message Provider section: this section allows you to configure default text messages sending from various maestro* workflows. If a configuration is set for dispatches, the latter will prevail.
2. maestro*MOBILE external address to communicate to users section: this field is used to indicate the clickable hyperlink that users will receive in an email to access maestro*MOBILE. Note the complete address, inclusing the "https:\\".
3. Sending Emails by maestro* section: this field allows to indicate the maximum size of attachments for emails sent from maestro*. The size is calculated in megabits (Mb).
Click on Save.

It is possible to print all the configuration values of the general settings by clicking on the Print icon.

General Settings

OBJECTIVE

Steps

Enter configurations

See also