Advanced Search
Search Results
615 total results found
SecureDrawer
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
under construction...
New Logo 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
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...
Common RPC Errors
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
Click this link for information on setting up and using LastPass
Zoom Set Up
Click this link for information on setting up and using Zoom
Office 365 Set Up
Click here for information around setting up and using Office 365
Outreach Set Up
Click this link to find who you need to contact to get your Outreach account set up
Rubex Employee Account
Click this link to find out who to contact to get your Rubex account set up
Salesforce Account Set Up
Click here to find out who you need to contact to get your Salesforce account set up
Google/Gmail Account Set Up
Click here to find out who you need to contact to have you Google/Gmail account set up
DocuSign Account Set Up
Contact our salesforce admins via the #salesforce_support slack channel
Gong Account Set Up
Click this link to find who to contact to set up your Gong account
Slack Account Set Up
Click here to find who you need to contact to set up your Slack account
Totango Account Set up
Contact the Customer Success Enablement Manager for a Totango license
Accessing Email from a former employee
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)
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
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
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 ...