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 "My account" icon in the bottom-left corner of the homepage > click Notification > toggle on/off the communications:
Manage Advisor/Advisory Ops Communications
Advisors and Advisory Ops can also manage their communication preferences by clicking on "My account" icon in the bottom-left corner of the homepage > click Notification > toggle on/off the communications.
