preferences

Objective

The Preferences option is used to configure working preferences for each maestro* user.

prerequisites

Security Management

Summary

Data Entry Tab
View Tab
Reports Tab
Appearance Tab
Email Tab

Steps

maestro* > Maintenance > General Maintenance > Processing > Preferences

maestro* > Toolbar > Configuration Icon > Preferences

Configure a user’s preferences

Select a User number.
Select the desired settings in the tabs:

Data Entry Tab

Field

Description

Action on Focus

Available values.

Cursor at the end

Positions itself at the end of the field.

Cursor at the beginning

Positions itself at the beginning of the field.

Highlight

Displays the field in blue and deletes existing information during entry.

Action on Focus (Date)

Available values.

Same as above

Uses the same setting as the Action on Focus field.

Highlight the day

The user can only change the day without affecting the month or year.

Highlight the month

The user can only change the month without affecting the day or year.

Highlight the year

The user can only change the year without affecting the day or month.

Project Selection

Identifies how the user wishes to make the project selection in all the reports of maestro*.

By pressing the Apply button, the new configuration will be applied to all the screens in maestro* where a project can be selected.

NOTE: By default, the project selection is performed based on Treelike project.

Display method for company selection

Allows companies working in multidimensional mode to select the display method to identify their company when entering a transaction in a breakdown grid.

This display mode is used when entering a transaction in a breakdown grid and in the drop-down list of companies in the lower left corner of the screens.

Available values.

Prefix, name

Displays the prefix number that identifies the company, followed by the name. For example, 100 – Maestro Technologies.

Name, prefix

Displays the company’s name, followed by the prefix. For example, Maestro Technologies – 100.

Name

Displays only the company’s name.

Prefix (text)

Displays only the company’s prefix. For example, 100.

Mode for multiple selection

Allows you to choose the operating method with multiple selection, by using checkboxes to select in all reports.

Available values.

Normal Selection

Makes it possible to use the Windows selection with Ctrl + click or Shift + click.

Check Selection

Used to make selections using checkboxes.

Use AutoComplete

Activates IntelliSense mode in certain modules to keep the values entered in the field that are not linked to a maestro* table, but that can repeat. For example, the field Province.

NOTE: To access the list of values, press the F7 key.

Automatically adjust description cells

Automatically expands the description fields if using a catalogue items with three lines of description. Maestro* adjusts the description column accordingly.

Delayed Transfer

Sends the transactions to be transferred to a queue in the Delayed Transfer option if the box is checked.

NOTES: When the user clicks the Transfer icon in the various transaction screens, maestro* displays the transaction in the transferred transactions file and assigns a transaction number at -1000 to indicate that the transaction will be posted at the time of the deferred transfer.

The deferred transfer option does not work with the batch transfer of transactions.

Distance Unit

Allows user to identify the distance unit to use to find a resource (employee) nearby.

The distance unit is used in the following places:

Human Resources Module

Personnel Selection Tool.

Service Management Module

Call Dispatch to locate employees.

NOTE: The proposed unit by default to a new user depends on the language of the user defined in Security Management. For a user whose language is English (United States), the unit of distance suggested is Miles. For all other users the unit will be Km.

Quick entry of quantities in cart mode

Allows the entry of the quantity of a catalogue item by double-clicking on it on in cart mode (in Add multiple items from catalogue) in the Stock Order from Catalogue option.

View Tab

Field

Description

Display inactive suppliers

If the box is checked, maestro* displays inactive suppliers in the following options:

Searches

Reports

Define Supplier Pricing

Display inactive customers

If the box is checked, maestro* displays inactive customers in the following options:

Searches

Reports

Define Customer Pricing

Display inactive projects

Displays inactive projects when entering a new project, in searches and reports, if the box is checked.

Display inactive employees

Displays inactive employees when entering transactions involving the selection of an employee, in searches or reports, if the box is checked.

Display warning on temporarily laid-off employees

Allows user see a warning message when employees are temporarily laid off.

NOTE: If checked, a message will be displayed automatically in the selection of an employee on temporary layoff.

Show supplier notes

Displays the notes entered in the Notes field in Supplier Management when selecting a supplier in a maestro* screen if the box is checked.

If the box is checked, supplier memos will be displayed in the following options:

Purchase

Batch Project Purchase

Regular Order

Stock Order from Catalogue

Invoicing

Show customer notes

Displays the notes entered in the Notes field in Customer Management when selecting a customer in a system screen if the box is checked.

Show employee notes

Displays the notes entered in the Notes field in Employee Management when selecting an employee in a maestro* screen if the box is checked.

Show service contract notes

Displays the notes entered in the Notes tab in Contract Management of the Service Management module when selecting a contract, if the box is checked.

If the box is checked, notes in the service contract will be displayed in the following options:

Contract Management

Enter a Service Call

Return from a Service Call (Contract No. field)

Service Contract Inquiry

Field	Description
Display inactive suppliers	If the box is checked, maestro* displays inactive suppliers in the following options: Searches Reports Define Supplier Pricing
Display inactive customers	If the box is checked, maestro* displays inactive customers in the following options: Searches Reports Define Customer Pricing
Display inactive projects	Displays inactive projects when entering a new project, in searches and reports, if the box is checked.
Display inactive employees	Displays inactive employees when entering transactions involving the selection of an employee, in searches or reports, if the box is checked.
Display warning on temporarily laid-off employees	Allows user see a warning message when employees are temporarily laid off. NOTE: If checked, a message will be displayed automatically in the selection of an employee on temporary layoff.
Show supplier notes	Displays the notes entered in the Notes field in Supplier Management when selecting a supplier in a maestro* screen if the box is checked. If the box is checked, supplier memos will be displayed in the following options: Purchase Batch Project Purchase Regular Order Stock Order from Catalogue Invoicing
Show customer notes	Displays the notes entered in the Notes field in Customer Management when selecting a customer in a system screen if the box is checked.
Show employee notes	Displays the notes entered in the Notes field in Employee Management when selecting an employee in a maestro* screen if the box is checked.
Show service contract notes	Displays the notes entered in the Notes tab in Contract Management of the Service Management module when selecting a contract, if the box is checked. If the box is checked, notes in the service contract will be displayed in the following options: Contract Management Enter a Service Call Return from a Service Call (Contract No. field) Service Contract Inquiry

Reports Tab

Field

Description

Keep print setup window open after closing a report

Tells maestro* to return to the print options for the report after printing to allow the user to make additional selections for the same.

Enter = Tab in print setup screen

Allows user to use the Enter key with selection criteria to move from one field to another in a report.

Do not print transfer reports

Prevents the display of transfer reports if the box is checked.

NOTE: If checked, no reports are created when a transaction is transferred, even if errors are created during the transfer. The transfer transactions report cannot be printed afterwards.

Field	Description
Keep print setup window open after closing a report	Tells maestro* to return to the print options for the report after printing to allow the user to make additional selections for the same.
Enter = Tab in print setup screen	Allows user to use the Enter key with selection criteria to move from one field to another in a report.
Do not print transfer reports	Prevents the display of transfer reports if the box is checked. NOTE: If checked, no reports are created when a transaction is transferred, even if errors are created during the transfer. The transfer transactions report cannot be printed afterwards.

Appearance Tab

Field

Description

Style

Allows user determine the appearance used in screens.

NOTE: The Customized style is used to change the appearance in screens and grids.

Element

Used to select among Panel, Input Grids, Inquiry Grids and Window; the element customized by the user.

Header color

Can be modified if the Customized style is selected. The selected text color applies to the element selected in the Element field.

Background color

Can be modified if the Custom style is selected. The selected background color applies to the element selected in the Element field.

Font

Identifies the font used for text. The font applies to the element selected in the Element field.

Show the vertical gridlines

Used to remove vertical lines in grids.

Show the horizontal gridlines

Used to remove horizontal lines in grids.

Apply this style to each Grid element type

When checked, tells maestro* that the user wants to apply the background color, text color and font to all grid types, including the entry grid and viewing grid.

Field	Description
Style	Allows user determine the appearance used in screens. NOTE: The Customized style is used to change the appearance in screens and grids.
Element	Used to select among Panel, Input Grids, Inquiry Grids and Window; the element customized by the user.
Header color	Can be modified if the Customized style is selected. The selected text color applies to the element selected in the Element field.
Background color	Can be modified if the Custom style is selected. The selected background color applies to the element selected in the Element field.
Font	Identifies the font used for text. The font applies to the element selected in the Element field.
Show the vertical gridlines	Used to remove vertical lines in grids.
Show the horizontal gridlines	Used to remove horizontal lines in grids.
Apply this style to each Grid element type	When checked, tells maestro* that the user wants to apply the background color, text color and font to all grid types, including the entry grid and viewing grid.

Email Tab

Email section:

Field

Description

Font

Allows the user to select the font used in emails.

Use the signature in e-mail messages

If checked, tells maestro* that the user’s signature must be added when using the Send a Message option.

NOTE: The formats supported for signatures are Plain Text or HTML.

Select Email Signature

Used to select the default signature to be used by the user when sending a form or through Send a Message with maestro* if the Use signature in email box is checked.

NOTE: The Microsoft Outlook option is not available with maestro*CLOUD.

Field	Description
Font	Allows the user to select the font used in emails.
Use the signature in e-mail messages	If checked, tells maestro* that the user’s signature must be added when using the Send a Message option. NOTE: The formats supported for signatures are Plain Text or HTML.
Select Email Signature	Used to select the default signature to be used by the user when sending a form or through Send a Message with maestro* if the Use signature in email box is checked. NOTE: The Microsoft Outlook option is not available with *maestroCLOUD**.

Management of my Account section: this section allows users to change their own password or to authenticate with modern authentication, without having to access Security Management.

Field

Description

Mailing Mode

Displays the mailing mode used for sending standard emails (i.e. all emails which are not mass mailing, dispatch emails, or emails from maestro*MOBILE), based on the configurations set for the user in the Security Management option (Description tab, Mailing Configuration section, Mailing Mode field). Available values:

Microsoft Outlook

Office 365 - Modern Authentication

SMTP - Other

Other Email Software

NOTES: This field cannot be modified.

The Microsoft Outlook value is not available with maestro*CLOUD.

Email

Displays the code or email address for the user account. The information originates from the Security Management option (Description tab, Mailing Configuration section, User or Email fied).

NOTES: This field cannot be modified.
The User fields is displayed when the Mailing Mode is SMTP - Other.
The Email fields is displayed when the Mailing Mode is Office 365 - Modern Authentication.

Authentication

Allows the User selected at the top of the window to connect using multifactor authentication.

The authentication status is indicated by a label to the right of the button:

“Authenticated” if the authentication was successful. Maestro* maintains authentication by storing a token, i.e. a string of characters (which does not correspond to the user's password), allowing the user to send emails without having to authenticate again.

“Non-Authenticated” if authentication has not yet been performed by the user or if it has not worked.

NOTES: This field is displayed when the Mailing Mode is Office 365 - Modern Authentication.

Authentication performed in the Preferences window will be retained in the Security Management option; authentication performed in the Security Management option will also be retained in the Preferences window.

When connecting for the first time, the user is asked to allow the application to access their information.

It is important to note that if a user changes their authentication information (e.g., their password), they will need to authentify again, even if "Authenticated" is displayed.

New Password and Confirmation

Used to enter a new password for the SMTP account and to confirm it for the displayed user.

NOTES: This field is displayed when the Mailing Mode is SMTP - Other.

Users can use their application password, if it has been configured, and if multifactor authentication is enabled for the email account. For more information, refer to the Appendix - Creating the App Password).

Send Test Email

Used to send an email with maestro* in order to test configurations.

NOTE: For the Office 365 - Modern Authentication and SMTP - Other mailing modes, the email account indicated in the User or Email field must have the permission to send as this address.

Field	Description
Mailing Mode	Displays the mailing mode used for sending standard emails (i.e. all emails which are not mass mailing, dispatch emails, or emails from *maestroMOBILE), based on the configurations set for the user in the Security Management option (Description tab, Mailing Configuration section, Mailing Mode field). Available values: Microsoft Outlook Office 365 - Modern Authentication SMTP - Other Other Email Software NOTES: This field cannot be modified. The Microsoft Outlook value is not available with maestroCLOUD*.
Email	Displays the code or email address for the user account. The information originates from the Security Management option (Description tab, Mailing Configuration section, User or Email fied). NOTES: This field cannot be modified. The User fields is displayed when the Mailing Mode is SMTP - Other. The Email fields is displayed when the Mailing Mode is Office 365 - Modern Authentication.
Authentication	Allows the User selected at the top of the window to connect using multifactor authentication. The authentication status is indicated by a label to the right of the button: “Authenticated” if the authentication was successful. Maestro* maintains authentication by storing a token, i.e. a string of characters (which does not correspond to the user's password), allowing the user to send emails without having to authenticate again. “Non-Authenticated” if authentication has not yet been performed by the user or if it has not worked. NOTES: This field is displayed when the Mailing Mode is Office 365 - Modern Authentication. Authentication performed in the Preferences window will be retained in the Security Management option; authentication performed in the Security Management option will also be retained in the Preferences window. When connecting for the first time, the user is asked to allow the application to access their information. It is important to note that if a user changes their authentication information (e.g., their password), they will need to authentify again, even if "Authenticated" is displayed.
New Password and Confirmation	Used to enter a new password for the SMTP account and to confirm it for the displayed user. NOTES: This field is displayed when the Mailing Mode is SMTP - Other. Users can use their application password, if it has been configured, and if multifactor authentication is enabled for the email account. For more information, refer to the Appendix - Creating the App Password).
Send Test Email	Used to send an email with maestro* in order to test configurations. NOTE: For the Office 365 - Modern Authentication and SMTP - Other mailing modes, the email account indicated in the User or Email field must have the permission to send as this address.

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