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Manage Client & Advisor Communications
Manage Client & Advisor Communications
Updated over a week ago


Manage Client Communications

Advisors have the option to manage a client's communications preferences. BlueGive gives users the ability to turn on/off email notifications to track DAF contributions and grants.

  1. To manage communication settings, click on All DAFs on the BlueGive homepage:

  2. Click on the three dots to the right of the client's profile > click Manage Communications:

  3. Turn the notifications on/off > click Confirm

Advisors can also edit their own Communication Preferences by going to their Account Profile > Communication Preferences:

Advisory Ops can also manage their Communication Preferences by following the same steps (Edit Profile > Communication Preferences > toggle on/off the communications > click Save & Exit). Advisory Ops roles will have an additional option for email notifications when clients complete their onboarding:

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