---
title: "How to Create Dialog Notes from an Associated Record"
slug: "how-to-create-a-dialog-note"
updated: 2026-05-15T17:52:18Z
published: 2026-05-15T17:52:18Z
canonical: "docs.cotality.com/how-to-create-a-dialog-note"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create Dialog Notes from an Associated Record

## Overview

You can initiate a new Dialog Note to communicate directly with the Commercial Tax team regarding specific loans. The Dialog Notes module allows you to request information, provide missing documentation, or ask questions about the setup and status of your portfolio.

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## Creating a Dialog Note

[Embedded content](https://app.storylane.io/demo/zk0k4tqdd4zd?embed=inline)

1. Access a specific **Loan** or **Tax Report**.
2. Click **View/Edit Dialog Notes**.
3. Click **Add new Dialog Note**.
4. Complete the fields for the ticket. You must include a **category** along with either a **note** or a **document attachment**. Certain category selections will necessitate further details.
5. Check **Cotality Reply Needed** if you require a response from the Cotality team.
6. Click **Submit**.

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## Outcome

You have successfully initiated a formal communication record for the loan. Your message is automatically synchronized with the internal ticketing system, ensuring the appropriate Commercial Tax team members are notified of your request.