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Status and Prompts

New Member
Posts: 5
Country: USA

Status and Prompts

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?

 

Thanks much!

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Status and Prompts

Hi Timmy,

 

This can be done with Smart Tasks.


We have a section on this in our Training Library.