How to send a letter or notification by email from AdminBase [Video]

In this training video, you can learn how to send an email to a customer with a report attachment. This is the same for both Leads and Contracts

In Brief

  • Open a Lead or Contract record and click on Reports

  • Select the report you would like to send and click Email. This will open the email composer with the report file attached at the bottom

  • You can customise the reports or the default email body text by clicking on Reports → Selecting the report and clicking Customise*

*For any major changes to the reports we recommend first speaking to the support team or by email your request to support@abinitiosoftware.co.uk