Flash

Roles

100

CS Web Administrator, this is a CS web account permission level that grants access any area with a lock icon next to it.

What is "A"?

200

Indicates this individual is a Firm delegate. A firm delegate serves the same function as a Licensee in cases where applications are not licensed to an individual. This individual is granted the same rights and access as a Licensee.

What is "Z"?

300

Indicates this individual is a Licensee. A Licensee serves as account administrator and has legal right to the Client data input in to the software. A Licensee is responsible for managing the Client relationship with Thomson Reuters, including notifying Thomson Reuters of any firm demographic or name changes, managing security requirements, and responsibility for data input in to the software. This role cannot not be changed on CS Web. For details, see Requesting changes to a Licensee's name.

What is "L"?

400

Indicates this individual has a Thomson Reuters ID. If the contact does not also have a "D" in the contact role field, this is a Web Only Thomson Reuters ID.

What is "C"?

500

Indicates this individual has a Thomson Reuters ID with desktop application access. If the contact does not also have a "C" in the contact role field this is a Software only Thomson Reuters ID

What is "D"?

Codes

100

2USW

What is the 1120 Flash Code?

200

4USW

What is 1040?

300

6USW

What is the 1065?

400

TAXPLATW

What is the Platform Code?

500

This is where S Corporations are documented

What is 2USW?

Procedures

100

Right-click on the Contact drop-down arrow and choose Add contact to database

How do I add contact?

200

Attachments > Add Doc > Browse > Enter description > Click Ok. 

How do I add attachments to Flash tickets.

300

Citrix Receiver

What's another way to access Flash?

400

Licensees and Firm Delegates

Who do we work with to change the password?

500

\\misdata.int.thomsonreuters.com\flashdata$\Install

where do we go to install?

Shortcuts

100

F1

How do I access Flash Help?

200

Ctrl+R

How do I refresh the selected record into editing mode.

300

Shift+F4

How do I open the Pink Slips window?

400

Shift+F6

How do I show the Log Call Window?

500

Ctrl+O and F8

How do I display extended firm search and close the current firm?

Logging/Notes

100

This populates when you enter the firm for the first time each call.

What is Firm Messages?

200

Firm Tickets or Rep Tickets buttons, selecting the ticket and then clicking the Edit button.

How do I make and edit an existing ticket

300

This is the first thing you log in the ticket

What is an inquiry?

400

For security and liability reasons, do NOT leave these in the call notes. 

What are passwords and login info?

500

Search, Manually Logging Flash Notes

How do I log if Flash is down?