Tracking the Printing of Forms and Notices

INTRODUCTION
You can configure reports to automatically post a dated note to the parcel record.  The not includes the name of a report and a Note Category in the ‘Manage Notes field.’  You can use this feature to track mailings or the return of forms or notices.

GETTING STARTED…
Select Edit |Adjust System Preferences | Reports | Parcel Notes to define which reports or forms you want to track the printing of in the Notes. The example below displays the selection of a Delinquent Tax Notice used in Kentucky. In Michigan, this functionality will be very useful to track Denial notifications and other past due notices.

When a selected report is printed, a dialog appears allowing the user to commit note data to the parcel records:

The screen below demonstrates a note which was posted when the Homestead Denial Notice was printed:

NOTE: Users can filter by Parcel Note Date range (using the Activity Types tab), Category, and/or Note Contents to obtain a grouping of the records affected by the posted note information.