Knowledge Base
Return to Aidium
Sign in
Aidium - Support Articles
How-to Videos
Training Sessions
Dashboard
Contacts
Transactions
Email and Texting
Tasks
Integrations
Automations
User and Team Settings
Admin Settings
Imports
Contacts
Contacts Page
Contact Detail Page
Filters
More Functions
Transactions
Transactions Page
Transaction Slide-out
More Functions
Filters
Tasks
Introduction
Cross-team Tasks
Email and Text Messages
Email
Text Message
Opt-in / Opt-out
Communications
In-app Calling
Automations
Introduction
Advanced
Build Specific Contact Automations
Playbooks
Introduction
Events
Loan Milestones
Retargeting
Integrations
User and Team Settings
User Settings
Team Settings
Integrations
Notifications
Enterprise Administration
EAM - Enterprise Automation Management
Integrations
Teams / Users / Login
Aidium - Support Articles
Contacts
Integrations
Daily AI
Drip Campaigns
Transactions
Milestones
Settings
Contacts
Data Uploads
Media
Communications
Marketing
Tasks
Websites
Enterprise
Partners
User Roles and Permissions
Back to home
Knowledge Base
Aidium - Support Articles
How-to Videos
Training Sessions
Dashboard
Contacts
Transactions
Email and Texting
Tasks
Integrations
Automations
User and Team Settings
Admin Settings
Imports
Contacts
Contacts Page
Contact Detail Page
Filters
More Functions
Transactions
Transactions Page
Transaction Slide-out
More Functions
Filters
Tasks
Introduction
Cross-team Tasks
Email and Text Messages
Email
Text Message
Opt-in / Opt-out
Communications
In-app Calling
Automations
Introduction
Advanced
Build Specific Contact Automations
Playbooks
Introduction
Events
Loan Milestones
Retargeting
Integrations
User and Team Settings
User Settings
Team Settings
Integrations
Notifications
Enterprise Administration
EAM - Enterprise Automation Management
Integrations
Teams / Users / Login
Aidium - Support Articles
Contacts
Integrations
Daily AI
Drip Campaigns
Transactions
Milestones
Settings
Contacts
Data Uploads
Media
Communications
Marketing
Tasks
Websites
Enterprise
Partners
User Roles and Permissions
Aidium - Support Articles
Introduction to Aidium Support
Contacts
Assign Related or Referral Contact
Integrations
Encompass Integration Guide