ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
40
Prospect Message Subject
ATOM_XXX/prospectmessage.aspx
The Prospect Message Subjects will display on your prospect message Landing Page.
See: ATOM Training Videos for more detailed information on Prospect Messages
Referral Types
Use the Referral Types screen to add, edit or inactivate a Referral Type. The Referral Type names will
display in the Referral drop-down menu in the Contact’s Account Information section.
To access the Referral Types Screen:
Go to Admin > Referral Types
Column Descriptions for Referral Types
OTE:
Use extreme caution when deleting. You should never delete a Referral if it is linked to other
entries in the software, instead make it inactive. DO NOT delete the Referral named Refer-A-Friend or
PY (Prior Year) because they have special features associated with them. You can, however, edit their
name or make them inactive.
Referral Type
This field contains the name of the Referral. If you are adding a NEW Referral
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ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
41
enter the Referral name in the empty field and click the Save icon.
Discount
This is the amount of discount offered for each Referral. This amount will auto-
matically display as a discount in the Transaction Information when the referral
type is selected.
Inactive
If the Referral is no longer being offered, mark it Inactive rather than deleting the
Referral. This will prevent the inactive Referral name from appearing on other
screens and reports throughout the software.
Cost
Record the annual cost of each Referral promotion (if applicable) in the Cost
field. Each year you must update the Cost field with NEW cost data. This field
is used to calculate the Return On Investment (ROI) Report.
Business Type
Categorized referral types will only apply and be available for designated Busi-
ness Types
Rejection Codes
Pertaining to Drake, Crosslink and TaxWise users: Use the Rejection Codes screen to add a new IRS
Rejection Code, or to delete or edit an existing IRS Rejection Code. The Rejection Codes will display in
the EF Database screen on the Contact Information page and the Reject Office Event screen on the
Home page.
To access the Rejection Codes Screen:
Go to Admin > Rejection Codes.
ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
42
Add New Rejection Codes
From the Rejection Codes screen:
Enter a new IRS Rejection Code number
Enter the Description
Click the Save icon.
If you need to edit or delete a Rejection Code, use the Edit or Delete icons.
Report Permission
Use the Report Permission screen to edit existing Report Permissions and Customized Text that can dis-
play at the bottom of the reports. This screen shows which Security Groups can view specific reports.
OTE: Printable Transaction Statements and Refer-A-Friend page orientation and layout will now
accommodate Standard #9 Window Envelopes for mailing.
To access the Report Permission Screen:
Go to Admin > Report Permission.
Column Descriptions for Report Permissions
Report
Report names are static
Security Group
Security Group access can be changed by selecting the icon to display the Securi-
ty Group drop-down menu. Select the appropriate Security Level to view the se-
lected report. To select multiple Security Groups depress the control key and
highlight the Security Groups simultaneously, then click the Save Icon.
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ATOM Software Admin Manual
Admin Set-Up
© 2015 Automated Tax Office Manager, LLC. All rights reserved
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Customized Text
Text can be added to any report and will appear below the report details on pdf
generated data. Typically you would utilize this option for Marketing or specific
seasonal messages to be added to your Client Printable Transaction History, Bal-
ance Due Invoices and Statements, or Referrals and RAF’s.
Rollover Accounts
Add a new year of accounts for all selected clients at once.
ote: Please contact the support team for assistance if you choose to use this option.
To access the Rollover Accounts Screen:
Go to Admin > Rollover Accounts
Instructions for Rollover Accounts
Year to copy from
Enter the year you want to copy
Year to copy to
Enter the year you want to copy to
Business Type
Select the Business Type you want to copy
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