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.
To manage communication settings, click on All DAFs on the BlueGive homepage:
Click on the three dots to the right of the client's profile > click Manage Communications:
Turn the notifications on/off > click Confirm
Manage Advisor/Advisory Ops Communications
Advisors and Advisory Ops can also manage their communication preferences by clicking on your profile icon in the top right corner of the homepage > click Edit Profile > scroll down to Communication Preferences > toggle on/off the communications > click Save & Exit
