Manage Client Communications
Advisors have the option to manage a client's communications that they receive from BlueGive. Below are the notifications you can turn on/off for your clients:
Follow these steps to manage the communications for your clients
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
Click your profile in the top right corner of the homepage > click Edit Profile
Scroll down to Communication Preferences > toggle on/off the communications > click Save & Exit
