ShareSecure
What does ShareSecure use to organize documents instead of folders?
Categories
What are the core componants of AIM?
Accounts, contacts, interactions
Name the components of an ACME mailing
Mailing, Mailing List, Template
What are some of the mailings you would send with IC?
Cap call, K-1, general correspondence,
What is Dub's dog name
Body
What does this error message mean? "Argument 2 cannot be null"
The user is not connected to an admin SSly user via the API key
Name the IR objects in AIM
Entity, Fundraising, Investors
What's an example of a mailing you would send with ACME?
Quarterly Newsletter, Fund announcement, etc
What do Investor Contacts need to have in place before sending a batch to determine how to deliver the batch to that investor?
Investor Correspondence Preferences
What are the core values of Altvia?
-ambitious and evolving
-We over me
-transparency and trust
-accountable in our actions
What is the difference between admin and super admin?
Users in orgs can be admins, only Altvia people can be super admins. Super admin is where we create new portals, edit the c2 sender settings, etc.
Name the Investment objects in AIM
Entity, Deals, Investments, Funds, Pipeline
Where do you add additional "send from emails?"
Custom Settings! -->Correspondence--> from email
What external site do we use for IC? For deliverability ect
Postmark
Where does Hannah live?
Oakland, the town, the oak
An LP can't see the Analytics Tab for their Answers Dashboard in SS, what should you check first?
If they are a part of the Answers Group in ShareSecure
How do interactions get created? (Not lfo, e2sf, think about what has to happen in the backend and where they come from)
A task is created with a status of completed which then gets turned into an interaction
Does ACME auto dedupe recipients based on their email or contact id?
email address
How do you change the "Send from" email in an IC batch?
Edit the send from address in super admin, add a sender signature, and create a new sender signature in postmark
Name the 8th president of the United States
Martin Van Buren
A feature flag has been created in the Super Admin to allow for Admins to approve or deny an email change requested by an end-user. Which client did we need to create this for?
Stepstone
What does this formula mean?
AND( ISPICKVAL(Industry_Classification__c, "SaaS - Hortizontal"), ISBLANK(TEXT( AIM__Sector__c)))
If the field, Industry classification is "SaaS - Horizontal, then the text field "Sector" cannot be blank. ie, throw an error
What external site/product do we use for ACME? To track clicks, opens, delivery
Sendgrid
How does the new Split doc feature work?
upload zip file with a delimiter as each investor file name.. give delimiter and what the key field is and upload
Who is the only solo artist to have five Billboard No. 1 albums before the age of 19?
Justin Bieber