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
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:
