--- title: Contacts | Knowledge Base description: Create, Edit, View, and Manage --- [Skip to content](https://support.thinkaidium.com/contacts#main-content) English Show submenu for translations [Sign in](https://support.thinkaidium.com/_hcms/mem/login?redirect_url=https%3A%2F%2Fsupport.thinkaidium.com%2Fcontacts) [![Logo-Green-Positive@4x](https://support.thinkaidium.com/hs-fs/hubfs/Logo-Green-Positive@4x.png?width=184&height=35&name=Logo-Green-Positive@4x.png)](https://lendware.ai/) Open main navigation Close main navigation - English Show submenu for translations - [Sign in](https://support.thinkaidium.com/_hcms/mem/login?redirect_url=https%3A%2F%2Fsupport.thinkaidium.com%2Fcontacts) - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.thinkaidium.com/) 2. [Contacts](https://support.thinkaidium.com/contacts) # Contacts Create, Edit, View, and Manage - [Contact Import Template](https://support.thinkaidium.com/contact-import-template) ## Contact Detail Page - [Contact Detail View – A Walkthrough](https://support.thinkaidium.com/contact-detail-view-a-walk-through) - [Contact View - Summary Tab](https://support.thinkaidium.com/v2-contact-view-summary-tab) - [Contact View - Communication Tab](https://support.thinkaidium.com/v2-contact-view-communication-tab) - [Contact View - Automations Tab](https://support.thinkaidium.com/v2-contact-view-automations-tab) - [Contact View - Transactions Tab](https://support.thinkaidium.com/v2-contact-view-transactions-tab) - [Contact View - Tasks Tab](https://support.thinkaidium.com/v2-contact-view-tasks-tab) - [Contact View - Notes Tab](https://support.thinkaidium.com/v2-contact-view-notes-tab) - [Contact View – Related Contacts Tab](https://support.thinkaidium.com/v2-contact-view-related-contacts-tab) - [Understanding Preferred Name (Nickname)](https://support.thinkaidium.com/v2-understanding-preferred-name) - [Contact View - Activity Log Tab](https://support.thinkaidium.com/v2-contact-view-activity-log-tab) - [Contact Detail View – Tags](https://support.thinkaidium.com/v2-contact-detail-view-tags) - [Contact Detail View – Custom Contact Fields](https://support.thinkaidium.com/v2-contact-detail-view-custom-contact-fields) See less ▼ ## Contacts Page - [Merge Contacts Guide](https://support.thinkaidium.com/merge-contacts-guide) - [Contacts - Table View vs. Pipeline View](https://support.thinkaidium.com/v2-contacts-table-view-vs-pipeline-view) - [Manage Columns in Table View](https://support.thinkaidium.com/v2-manage-columns-is-table-view) - [Using Mass Actions in Contacts](https://support.thinkaidium.com/v2-using-mass-actions-in-contacts) - [Reassign a Contact to New Owner or New Assignee](https://support.thinkaidium.com/v2-reassign-contact-to-new-owner) - [How to Delete Contacts and Transactions](https://support.thinkaidium.com/v2-how-to-delete-contacts-and-transactions) See less ▼ ## Filters - [How to Filter Your Contacts](https://support.thinkaidium.com/v2-filter-your-contacts) - [Create and Save Contact Filters](https://support.thinkaidium.com/v2-create-and-save-contact-filters) ## More Functions - [Referral Partner Report](https://support.thinkaidium.com/v2-referral-partner-report) - [Using Custom Contact Fields](https://support.thinkaidium.com/v2-using-custom-contact-fields) - [Import Contacts with CSV or XLSX File - Lendware](https://support.thinkaidium.com/v2-import-contacts-with-uploaded-csv-file) - [Manually Create a New Contact](https://support.thinkaidium.com/v2-manually-create-a-new-contact) - [Transfer a Contact to Another Team](https://support.thinkaidium.com/v2-transfer-contacts-to-another-team) - [How to Use Universal Search](https://support.thinkaidium.com/v2-how-to-use-universal-search) - [Quick Tips – Creating a Contact and Adding a Referral](https://support.thinkaidium.com/quick-tips-create-a-contact-and-add-a-referral) - [Exporting Contacts in Lendware](https://support.thinkaidium.com/export-contacts-to-csv) - [Assign Related or Referral Contact](https://support.thinkaidium.com/v2-assign-referral-contact) - [Bulk or Batch Update Contacts](https://support.thinkaidium.com/v2-bulk-or-batch-update-contacts) See less ▼ - [Automations](https://support.thinkaidium.com/automations#main-content) - [Introduction](https://support.thinkaidium.com/automations#introduction) - [Advanced](https://support.thinkaidium.com/automations#advanced) - [Initial Setup](https://support.thinkaidium.com/automations#initial-setup) - [Build Specific Contact Automations](https://support.thinkaidium.com/automations#build-specific-contact-automations) - [Contacts](https://support.thinkaidium.com/contacts#main-content) - [Contact Detail Page](https://support.thinkaidium.com/contacts#contact-detail-page) - [Contacts Page](https://support.thinkaidium.com/contacts#contacts-page) - [Filters](https://support.thinkaidium.com/contacts#filters) - [More Functions](https://support.thinkaidium.com/contacts#more-functions) - [Beta Features](https://support.thinkaidium.com/beta-features#main-content) - [Marketing Forms & Sites](https://support.thinkaidium.com/beta-features#marketing-forms-sites) - [Custom Fields](https://support.thinkaidium.com/custom-fields) - [Email and Text Messages](https://support.thinkaidium.com/email-and-text-messages#main-content) - [Email](https://support.thinkaidium.com/email-and-text-messages#email) - [Opt-in / Opt-out](https://support.thinkaidium.com/email-and-text-messages#opt-in-opt-out) - [In-app Calling](https://support.thinkaidium.com/email-and-text-messages#in-app-calling) - [Communications](https://support.thinkaidium.com/email-and-text-messages#communications) - [Text Message](https://support.thinkaidium.com/email-and-text-messages#text-message) - [Enterprise Administration](https://support.thinkaidium.com/enterprise-administration#main-content) - [Integrations](https://support.thinkaidium.com/enterprise-administration#integrations) - [Teams / Users / Login](https://support.thinkaidium.com/enterprise-administration#teams-users-login) - [Enterprise Management](https://support.thinkaidium.com/enterprise-administration#enterprise-management) - [EAM - Enterprise Automation Management](https://support.thinkaidium.com/enterprise-administration#eam-enterprise-automation-management) - [How-to Videos](https://support.thinkaidium.com/how-to-videos#main-content) - [Dashboard](https://support.thinkaidium.com/how-to-videos#dashboard) - [Email and Texting](https://support.thinkaidium.com/how-to-videos#email-and-texting) - [Imports](https://support.thinkaidium.com/how-to-videos#imports) - [Contacts](https://support.thinkaidium.com/how-to-videos#contacts) - [Transactions](https://support.thinkaidium.com/how-to-videos#transactions) - [Tasks](https://support.thinkaidium.com/how-to-videos#tasks) - [Training Sessions](https://support.thinkaidium.com/how-to-videos#training-sessions) - [Integrations](https://support.thinkaidium.com/how-to-videos#integrations) - [Admin Settings](https://support.thinkaidium.com/how-to-videos#admin-settings) - [Automations](https://support.thinkaidium.com/how-to-videos#automations) - [User and Team Settings](https://support.thinkaidium.com/how-to-videos#user-and-team-settings) - [Integrations](https://support.thinkaidium.com/integrations#main-content) - [Point of Sale](https://support.thinkaidium.com/integrations#point-of-sale) - [Identity Providers](https://support.thinkaidium.com/integrations#identity-providers) - [Loan Origination Systems](https://support.thinkaidium.com/integrations#loan-origination-systems) - [Lead Sources](https://support.thinkaidium.com/integrations#lead-sources) - [Gifting Experiences](https://support.thinkaidium.com/integrations#gifting-experiences) - [Lendware Predict](https://support.thinkaidium.com/lendware-predict) - [Lendware - Support Articles](https://support.thinkaidium.com/lendware-support-articles) - [Marketing](https://support.thinkaidium.com/marketing#main-content) - [Forms](https://support.thinkaidium.com/marketing#forms) - [Playbooks](https://support.thinkaidium.com/playbooks#main-content) - [Events](https://support.thinkaidium.com/playbooks#events) - [Loan Milestones](https://support.thinkaidium.com/playbooks#loan-milestones) - [Retargeting](https://support.thinkaidium.com/playbooks#retargeting) - [Integrations](https://support.thinkaidium.com/playbooks#integrations) - [Introduction](https://support.thinkaidium.com/playbooks#introduction) - [User and Team Settings](https://support.thinkaidium.com/user-and-team-settings#main-content) - [User Settings](https://support.thinkaidium.com/user-and-team-settings#user-settings) - [Notifications](https://support.thinkaidium.com/user-and-team-settings#notifications) - [Team Settings](https://support.thinkaidium.com/user-and-team-settings#team-settings) - [Integrations](https://support.thinkaidium.com/user-and-team-settings#integrations) - [Tasks](https://support.thinkaidium.com/tasks#main-content) - [Introduction](https://support.thinkaidium.com/tasks#introduction) - [Cross-team Tasks](https://support.thinkaidium.com/tasks#cross-team-tasks) - [Transactions](https://support.thinkaidium.com/transactions#main-content) - [Transactions Page](https://support.thinkaidium.com/transactions#transactions-page) - [Transaction Slide-out](https://support.thinkaidium.com/transactions#transaction-slide-out) - [More Functions](https://support.thinkaidium.com/transactions#more-functions) - [Filters](https://support.thinkaidium.com/transactions#filters) [![Logo-Green-Positive@4x](https://support.thinkaidium.com/hs-fs/hubfs/Logo-Green-Positive@4x.png?width=172&height=32&name=Logo-Green-Positive@4x.png "Logo-Green-Positive@4x")](http://Lendware) 2060 Broadway suite 200, Boulder, CO 80302 [mailto:support@thinkaidium.com](mailto:support@thinkaidium.com) Copyright © 2025, Aidium