Overview
You use the reply and close features to manage ongoing conversations with the Commercial Tax team. Efficiently replying to requests ensures that setup tasks—such as parcel identification or legal description verification—are completed within designated timeframes, while closing tickets helps maintain an organized and accurate workflow.
Replying or Closing Dialog Notes
Access a specific Loan or Tax Report.
Click View/Edit Dialog Notes.
Click Reply to the applicable ticket/note.
Complete the fields for the ticket. You must include either a note or a document attachment.
Check Close this ticket if the request has been completed.
Click Submit.
Outcome
You have updated the communication thread and signaled the next steps to the tax team. If you choose to close the ticket, the record will move to your communication history, confirming that the specific task or request has been finalized.