DiligenceVault offers several options for how you can control the new request notifications to ensure the appropriate users are always notified of a new investor request:
- You can configure a single centralized alias to receive all new request notifications. You can configure this under the firm settings, just click on your initials on the botton left corner > Firm Settings > Preferences > Firm Preferences > Inbound Email Notifications.
Alternatively, you can control which users receive the diligence request notifications based on the fund or investor that it’s associated with, by assigning those users as internal contacts to the entities
- Go to Manage > My Firm / Strategies / Vehicles / Products / Investors (whichever is relevant).
- Open the specific investor / product / strategy profile.
- Click the Associated Entities tab.
- Navigate to Contacts.
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Under Internal Contacts , click the “+” icon and Mark Selected users as Primary contacts.
Primary contact(s) of an entity will be notified of any activities related to the entities assigned to them. Investor will not be able to remove these contact(s) while sending out request(s).
See more info: Assigning team members to product, strategy or firm
- You can also bulk assign internal contacts by navigating to the Manage > Strategies / Vehicles / Products / Investors sections, then select the checkboxes to the left of the product and investor names, then hit the “Assign Internal Contact” button at the top and add the required users and mark them as primary contacts if needed.
If you need any further assistance, please reach out to us at ask@diligencevault.com.