01-11-2016 01:04 PM
I'm still trying to figure out the best way to do things in ACT (Pro17). What I do is fax a request to offices asking for records. Then I would want to give it a status of "Faxed" and have it prompt me to follow up with email in 3 weeks if I haven't changed the status to "Received". Or I guess I could run a list of stuff with status "Faxed" where the date is before a certain date. the final staus of things would eventually be Unavailable of Received.
What is the best utility in ACT to do stuff like this?