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Knowledge Base
Automations
Contacts
Contacts Page
Contact Detail Page
Filters
More Functions
Transactions
Transactions Page
Transaction Slide-out
More Functions
Filters
Aidium - Support Articles
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
Integrations
Loan Origination Systems
Identity Providers
How-to Videos
Training Sessions
Dashboard
Contacts
Transactions
Email and Texting
Tasks
Integrations
Automations
User and Team Settings
Admin Settings
Imports
Automations
Build, Edit, Assign and Active
Introduction
Intro to Automations
Contact Based Automations
Transaction Based Automations
Duplicate an Existing Automation
How-to Video - Intro to Automations - A Complete Walk-through
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Advanced
Team Copy Automations for Admins
Copy One or More Automations from an Existing Team
Repeat Annually Setting for Automation Entry Conditions
Bulk or Batch Update Contacts
Allowed Communications Times in Automations
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Build Specific Contact Automations
How to Build a Newsletter Automation
