Batch Release: Team Reports Preview and Enhancements
April 10, 2024
We have added a Team Reports page. For now, users may request access. This will send a message to our account managers, who will then contact you to follow-up via email. Our reporting app will soon be available here in-application for users who have reporting included in their plan.
You can now view, sort, and filter custom fields for both Contacts and Transactions. These fields are viewable by default, but can be toggled off. You can also sort by custom field columns and apply filters using custom fields.
You can now map custom fields via CSV for both Contact and Transaction Uploads. You can also map the primary contact’s Home Email, Work Email, Home Phone, and Work Phone, as well as Email and SMS Opt Out. The CSV upload wizard looks a little different as we have upgraded to a newer version.
Batch Release: Cross-Team Tasks and User Custom Fields
April 3rd, 2024
Task management in Aidium just got easier. If you have tasks on multiple teams, you can now view all your tasks in one place. How? A new section has been added to the left navigation: My Workspace. Tasks have been moved from the Team navigation here — simply click “Tasks”. For more details, check out our Knowledge Base Article
Want to pull your user data into communications? Now it’s easy to create custom user fields, so you can add your social links, calendar link and more right into your messages. Just go to Enterprise Automations Management, then User Custom Fields. These user fields will be added for all users on the enterprise on the User Profile page.
Note: A user on multiple enterprises will have separate custom user fields based on the enterprise they are currently in.
Duplicate Automations
March 22, 2024
Have an automation you love, but want to make a slightly different version? Automations can now be duplicated from the context menu. See our Knowledge Base Article for more details.
Enterprise Integration Settings
March 20th, 2024
Admins, want to set up or modify integrations available to your teams? Go to Enterprise Integration Settings to configure Encompass and SimpleNexus integrations.
Filter by Multiple Statuses
March 8th, 2024
Focus on your clients in the most crucial stages of their mortgage journey. Filtering can now include multiple statuses for Contacts, Transactions, and Tasks.
All Time Automation History
February 29th, 2024
Automation history can now be seen for all time (not just last 30 days) on the Automations tab of contact details.
Preferred Name
February 15th, 2024
Want to address your contacts by something different than their legal name? We have added a “Preferred Name” field for contacts. Visit our Knowledge Base Article for details.
Live Chat with Support
February 13th, 2024
Do you ever have a question that you need answered right away? We’re happy to introduce our in-app support chat. Go to “Chat with Support” from your user menu. Depending on your selection on the initial prompt, we will guide you to the right resource, or open up a live chat with someone from our support team to get you help right away!
Batch Release: Subscription Management and DMARC for Custom Email Domains
February 2nd, 2024
Do your customers prefer Emails or Texts? With our new Subscription Management feature, you can set communication preferences for all your contacts. What’s more, these preferences will automatically be updated if a contact unsubscribes from emails or opts out of receiving texts. Visit our Knowledge Base Article for details.
Enterprises using their own email domain can now set up DMARC (in addition to SPF and DKIM email authentication) to ensure their emails are being delivered and not marked as spam with the recent Gmail and Yahoo changes that became effective on February 1st.
Batch Release: Enterprise Controlled Custom Fields and Automations - Exit without Saving
November 29th, 2023
Are you a CRM Admin? We’re making it easy to keep custom fields consistent across all teams. Using our Enterprise Automation Management (EAM) feature, you can now create custom fields that are automatically propagated to all teams on your enterprise. These are locked in for teams, so no need to worry about a rouge member changing the configuration or deleting one.
Haven’t we all experienced the heartbreak of closing a file or hitting the back button by mistake, and losing the last 20 minutes of progress? To protect you, we’ve added a safeguard that prevents this. If there are any unsaved changes when you exit the Automation Builder, we’ll ask if you want to keep them.
