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SecureDrawer

Renewals

SMB group: use “EFCO to Rubex” sequence CSM will create a "migrate to Rubex" quote for SecureDrawer clients and manage all communication Add to Opportunity name SecureDrawer to Rubex & Renewal 2022 Which package to choose? 5 user...

New York Life Migration Information

New York Life

under construction...

New Logo Assignments

Territory Assignments

Strategic Team (link to official territory map) Northeast: Jordan Alfieri Southeast: Jordan Alfieri Southwest/ South Central: Fil Filimoeatu Midwest: Eliza Borysiuk Pacific: Dallas Erickson Growth Team Round-robin assignment

Chili Piper Set Up

General Processes New CS Employee Onboarding

Click this link to find who to contact to get your Chili Piper account set up View this video from Chili Piper on setting up the basics Be sure that the following integrations are set up: Salesforce, Gmail, Google Calendar, and Zoom Be sure your schedule ex...

CS Employee Onboarding

Common RPC Errors

Development RPC

Error: Maximum number of retries (2) exceeded while executing database operations with 'UtopiaExecutionStrategy'. See inner exception for the most recent failure. The underlying provider failed on Open. 53300: sorry, too many clients already Solution: By defa...

LastPass Set Up

General Processes New CS Employee Onboarding

Click this link for information on setting up and using LastPass

CS Employee Onboarding

Zoom Set Up

General Processes New CS Employee Onboarding

Click this link for information on setting up and using Zoom

CS Employee Onboarding

Office 365 Set Up

General Processes New CS Employee Onboarding

Click here for information around setting up and using Office 365

CS Employee Onboarding

Outreach Set Up

General Processes New CS Employee Onboarding

Click this link to find who you need to contact to get your Outreach account set up

CS Employee Onboarding

Rubex Employee Account

General Processes New CS Employee Onboarding

Click this link to find out who to contact to get your Rubex account set up

CS Employee Onboarding

Salesforce Account Set Up

General Processes New CS Employee Onboarding

Click here to find out who you need to contact to get your Salesforce account set up

CS Employee Onboarding

Google/Gmail Account Set Up

General Processes New CS Employee Onboarding

Click here to find out who you need to contact to have you Google/Gmail account set up

CS Employee Onboarding

DocuSign Account Set Up

General Processes New CS Employee Onboarding

Contact our salesforce admins via the #salesforce_support slack channel

CS Employee Onboarding

Gong Account Set Up

General Processes New CS Employee Onboarding

Click this link to find who to contact to set up your Gong account

CS Employee Onboarding

Slack Account Set Up

General Processes New CS Employee Onboarding

Click here to find who you need to contact to set up your Slack account

CS Employee Onboarding

Totango Account Set up

General Processes New CS Employee Onboarding

Contact the Customer Success Enablement Manager for a Totango license

CS Employee Onboarding

Accessing Email from a former employee

General Info Exiting Employees

Important Note: Generally, when an employee leaves the company, their Google account is deleted and all of their email is removed with that. We have a 20 day window to restore the account. If you know you will need to access email from a former employee, you ...

Email Security here at eFileCabinet (Proofpoint vs Barracuda)

Security Training and Best Practices

In order ensure optimal security practices here at eFileCabinet, we use third party software to help protect employees from receiving phishing email, spam, and malware in their email. For the year 2022, we have been using Proofpoint.  We are currently evalua...

How to create a new user license type

Development Utopia

All changes are made in the Utopia solution in the Utopia git repository See this PR for the Compliance License for a previously implemented example C# UtopiaSharedClasses\Enums\UserLicenseEnums.cs Add a value to the UserLicenseEnum enum Add a...

Surplus Sale

Hardware Computers

General information The standard life of a computer here at Revver is 3-4 years. Once a computer surpasses that age it is kept on as a team or testing computer or it is sold to employees as surplus.  Computers sold to employees are sold at a price generally ...