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:
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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 name in the upper right > Firm Settings > Preferences > Firm Preferences > Inbound Email Notifications.
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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
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Navigate to the Manage > My Firm / Strategies / Vehicles / Products / Investors tabs
- Click on the relevant investor, product, or strategy to open the entity profile.
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Select the "Associated Contacts" tab at the top of the entity profile, and assign the users under the "Internal Contacts" section using the + icon in the upper right, so that any requests related to those investors or funds would trigger the notification to the appropriate user(s).
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See more info: Assigning team members to product, strategy or firm
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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.