The Default Message Recipient (DMR) is the person who receives client notifications when no specific team (Client Service Team) is handling them. Think of the DMR as your firm's 'catch-all' for client notifications.
When does the DMR receive notifications?
When clients upload files outside of a message.
When clients make changes to Account information.
When there is not a Client Service Team assigned to handle these updates.
If a Client Service Team is assigned to a client, notifications will go to those team members instead of the DMR. This helps distribute communications appropriately across your firm.
Important notes:
Only a Firm Administrator can set or change the DMR.
There can only be one DMR per Firm.
Without proper setup, the DMR may receive an overwhelming number of notifications.
To View or Change a Default Message Recipient:
Click the ellipses (three dots) on the lower left-hand corner of the screen.
Click Admin.
Click Users.
The Default Message Recipient indicator is in the last column.
To change the DMR,
Click on the employee you want to make the DMR.
Click Edit.
Click the Default Message Recipient checkbox > Edit > Yes.