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