<< Return to help center
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

All help articles

Prefer to sift through all of our help documentation? Here's our full list of help articles. Use the search bar on the left or the bottom of the page to find a specific tutorial on any particular feature you're interested in!

As always, if you have any questions, please don't hesitate to reach out!

3 quick ways to personalize your CRM

One of the benefits of having a customizable CRM is that you can tweak it to fit the way you work. After all, your CRM account should fit you and your business, not the other way around.

Read more >>
5 common pitfalls to avoid when setting up your CRM

Our experience has shown us some common pitfalls that crop up over and over again — and how to avoid them, or, if they’ve already come to pass, how to make things right.

Read more >>
7 tips to make your CRM experience as Less Annoying as possible

Business software can be annoying, but it doesn't have to be!

Read more >>
A quick and easy way to follow up with your team

When managing a team, it's important to have the ability to keep track of what they are doing. Here are a few tips on how you can do that with LACRM!

Read more >>
API Tutorial - Adding a Contact to a Company

This code shows how you can link a new contact to an existing company when adding it through the API.

Read more >>
Accessing LACRM

Less Annoying CRM is cloud-based, which means that you can access the CRM from any device as long as you have access to the internet or a data plan.

Read more >>
Accessing reports for review with your sales reps

If you’re a manager and would like to monitor and review activity with your sales team there are two different reports you can pull. One report is the Activity Report, which is a list of all activities and details logged to the CRM by a sales rep, and the second is the Lead Report, which you can use to view and track the sales funnel by rep.

Read more >>
Account ownership

Learn more about LACRM's account ownership policy.

Read more >>
Add an import to one group

After an import is completed, you can group the import to give it a tag, so you can easily access the records from that import in the future.

Read more >>
AddContactToGroup Function Definition

This code shows how you can add a contact to an existing group using the API.

Read more >>
Adding a contact to a pipeline

Attaching a pipeline to a contact or company is simple! Start from that contact or company's record in your CRM and look under the Attach an item options.

Read more >>
Adding a user

Adding accounts for other people at your company is easy, and it will allow you to share contact and calendar information between colleagues inside the CRM.

Read more >>
Adding an import to multiple groups

This article explains how to add contacts to multiple groups based on imported data.

Read more >>
Adding contact profile photos

Learn how to upload profile photos to contact and company records.

Read more >>
Adding contacts to a group

Contacts and companies can be easily added and removed from groups depending on which lists/categories they should be in.

Read more >>
Adding multiple filters

Learn how to apply multiple filters on top of each other to narrow the results of a given list.

Read more >>
Adding your logo in LACRM

You can upload your company's logo to your LACRM account. Here's how you can format the file to fit.

Read more >>
Advanced API tutorial - checking for duplicates before entering a contact

This is a slightly more advanced version of the PHP file found in our Webform tutorial to help you check if a contact already exists.

Read more >>
All day event visibility on limited sharing calendars

Entering an event with a time on a limited sharing calendar will show as a “Busy” event so other users know you’re unavailable, but all-day events behave a bit differently here.

Read more >>
All of LACRM's integrations

Here is a list of every in-house integration we offer, as well as third-party integrations that other companies have built with us.

Read more >>
Archiving an entire pipeline

If you no longer need a pipeline but don't want to delete it entirely, here's one way you can archive a pipeline instead.

Read more >>
Are there any discounts for advanced payments or volume licensing?

The short answer here is "no." We don't offer any discounts. There are two reasons for this.

Read more >>
Assigning a task to another user

Learn how to assign a task to another user in LACRM.

Read more >>
Assigning contacts in bulk

Learn how to assign contacts from one user to another in bulk

Read more >>
Assigning one contact to another user

If you’re a manager or a member of a collaborative team, you can reassign a contact or company to another user.

Read more >>
Avoid double entry by moving your business into the CRM

By making the CRM your business hub, you can stop entering notes into different systems, scribbling them down on bits of paper and instead, keep everything in one place!

Read more >>
Backdating notes

If you're entering a note about something that occurred in the past, you can change the date and timestamp of that note to reflect its actual completion date.

Read more >>
Backing up your data

With Less Annoying CRM, your data always belongs to you, and there are no limits on how often you can export your own backups.

Read more >>
Backups and Reliability

Security is about making sure no one else can access your data. Reliability is about making sure that you always can.

Read more >>
Birthday filtering

Less Annoying CRM has a filtering option to find contacts with a particular birthday. Start from the Find a Contact page, and find the Filters & Sorting options in the page menu on the left.

Read more >>
Build strong relationships to seal more deals

Having a good relationship with all your customers (no matter how high maintenance) can help you bring in more leads and close more sales!

Read more >>
Building CRM habits

CRMs can provide a central database to easily access all of the contact details related to your business, but for it to be a database you need to actually enter data. Here we’ll walk through a few tips to get started using the CRM and to help turn CRM use into a habit instead of a chore.

Read more >>
Bulk adding contacts to a group

Once contacts and companies are in your CRM, you can bulk add the records into a group.

Read more >>
Bulk deleting contacts

Learn how to delete contacts from LACRM in bulk.

Read more >>
Calculate a conversion rate to find bottlenecks in your sales process

You can use a conversion rate to compare the number of leads coming in to the leads becoming sales, so you can see how your sales process is going, and make any necessary adjustments to make the most of every lead that comes in.

Read more >>
Calendar settings

You can change your calendar settings in the page menu on the Calendar page.

Read more >>
Can I track email clicks in LACRM?

LACRM doesn't handle email directly, and because of that cannot track emails, opens, or clicks.

Read more >>
Can I update records in bulk via the importer?

Our importer is designed to create new records in your CRM, not update existing records.

Read more >>
Can't assign a contact to another user

Having trouble assigning a contact to another user? Here are a few things to look for that might prevent you from assigning a contact to another user.

Read more >>
Can't assign a task to another user

Having trouble assigning a task to another user? Here are a few things to look for that might prevent you from assigning a task to another user.

Read more >>
Cancelling an account

Follow these simple instructions to cancel your Less Annoying CRM account.

Read more >>
Changing the calendar view

This article explains how you can change the view on the calendar.

Read more >>
Changing the navigation menu size

The page menu is also on the left, just inside the navigation menu and reflects options depending on your current page. You can expand the menus to enlarge them by clicking the double arrow in the lower left, near the bottom corner of the page.

Read more >>
Changing your email address

Your LACRM email address is what you use to log in to your account, and the email account that receives all notifications and reminders from us.

Read more >>
Changing your password

This article explains how you can change your password for Less Annoying CRM.

Read more >>
Checking email settings to send email from the CRM

While LACRM doesn't handle email directly, it is possible to launch your email program from the CRM to send new emails to contacts. But sometimes you can run into trouble sending email from the CRM, and there are a few settings to check when that happens.

Read more >>
Checking your users' 2FA status

​Less Annoying CRM offers two-factor authentication (or “2fa”) as a way to enhance the security of your CRM account by adding an extra step to the login process. If you have multiple users on your account, you might want to make sure that your other users have set up two-factor authentication for additional security.

Read more >>
Collaborate efficiently by having a process for adding new contacts

When everyone has a set process on how they interact with the CRM, you end up with a clean, efficient database.

Read more >>
Collapsing attached items on a contact

This article explains how you can minimize sections under Attached items on a contact record

Read more >>
Contact fields vs. company fields

The short answer is that custom contact fields are for contact records, and custom company fields are for company records!

Read more >>
Contact fields vs. pipeline fields

With different options and locations of custom fields it can be hard to determine which fields should be where. There are a few key differences that can help you decide if you should use a custom contact field or a custom pipeline field to keep track of things.

Read more >>
Contact storage limits

We don’t place any strict limits on the number of contacts and companies you can enter into Less Annoying CRM, but a good rule of thumb is to try to stay below 50,000 total.

Read more >>
Contacts and companies

Less Annoying CRM handles companies and contacts in a different way than some other CRMs. In LACRM, companies and contacts are nearly identical in terms of functionality.

Read more >>
Contacts vs. leads

Learn more about the difference between contact records and leads in LACRM.

Read more >>
Convert more leads by pinpointing bottlenecks

Being able to identify problems is an important part of growing a business, and the CRM lets you see what exactly you can improve to keep your conversion rate high.

Read more >>
Create repeat customers with small follow-ups

Customers come to you because you have something they need, but they stay because of your service. Let your customers know they are your top priority with small follow-ups!

Read more >>
CreateContact Function Definition

The CreateContact function is used to add a new contact or company to your CRM.

Read more >>
CreateEvent Function Definition

The CreateEvent function is used to add an event to your calendar.

Read more >>
CreateNote Function Definition

The CreateNote function is used to add a note to a contact's history.

Read more >>
CreatePipeline Function Definition

The CreatePipeline function is used to attach a new pipeline to a contact or company in your CRM.

Read more >>
CreateTask Function Definition

The CreateTask function is used to add a task in your CRM.

Read more >>
Creating CRM rules for uniform data entry and processing

Write CRM rules for your users to keep your data clean and accurate

Read more >>
Creating a contact

Learn how to create new contact and company records in Less Annoying CRM.

Read more >>
Creating a new pipeline

Creating a pipeline is simple—go to the Pipelines page in the Settings section. There you’ll see a list of your existing pipelines; click the Create another pipeline button to start creating a brand new pipeline of your own.

Read more >>
Creating a shortcut to LACRM

It is possible to create a shortcut to LACRM in your web browser, which will give you an icon you can use to more easily access the CRM.

Read more >>
Creating alerts for CRM emails

It can be easy to miss important stuff in a sea of emails. In this tutorial, we’ll cover how to make your LACRM notification emails stand out in your inbox to make sure you never miss anything important.

Read more >>
Creating custom contact fields

We realize that it’s impossible for us to anticipate every little thing you’ll want to be able to collect about your contacts or companies, so you can add any kind of field you’d like to your contacts and companies.

Read more >>
Creating custom pipeline fields

Pipeline statuses tell you what step a person is within a process, but in a lot of cases, you just need more detail than that! For those situations, Less Annoying CRM has custom pipeline fields.

Read more >>
Creating events

To add an event from anywhere in the CRM, mouse over your "Calendar" tab in the navigation bar on the left of the screen and click the “New event” link.

Read more >>
Creating groups

Groups help segment your contacts into different buckets, so you can easily pull up certain types of contacts. Groups also make it easy to export a list of contacts for running a mail merge or importing into another system, and you can create groups for any tags or sublists that you’d like.

Read more >>
Creating multiple contacts for one company

Learn how to create multiple contacts at the same company.

Read more >>
Creating pipeline statuses

This article explains how to create additional pipeline statuses to track the stages of your process.

Read more >>
Creating relationships

You can add information about who your contact knows to a profile through the relationship feature.

Read more >>
Creating sub-groups

This article explains how you can use a naming convention to create sub-groups in Less Annoying CRM.

Read more >>
Creating tasks

A task is a more general to-do that you need to check off on (or before!) its due date.

Read more >>
Creating teams

This article explains how to create and use teams to help manage group permissions.

Read more >>
Cultivate buy-in with a practice CRM account

Having a practice account lets your team try out the CRM together without messing up your existing data. Once everyone's onboard, using the CRM together will become much less annoying -- just how it should be!

Read more >>
Custom contact fields vs. groups

Learn more about the differences between custom contacts fields and groups.

Read more >>
Custom contact link fields vs. relationships

Learn more about the difference between a custom contact link field and a relationship in LACRM.

Read more >>
Custom field types

With each field that you add, you’ll have an important decision to make regarding what type of field is the best fit. This article explains the differences between each field type, to give you a better idea of when you should use which kind.

Read more >>
Custom file fields vs. general file uploads

Learn more about the difference between custom file fields and uploading files to a contact directly.

Read more >>
Custom number fields vs. custom currency fields

Learn more about the difference between custom number fields and custom currency fields.

Read more >>
Customer Issue pipeline template

Make customizing easy and start with one of our templates! This tutorial explains how to use our Customer Issue template.

Read more >>
Customizing the Workspace

This article explains how you can edit Your Workspace

Read more >>
Data Breach Notification Plan

The specifics of our response to a data breach would of course depend on the details of the breach itself but this document is an outline of how we will approach the situation.

Read more >>
DeleteContact Function Definition

The DeleteContact function is used to remove contacts from your CRM.

Read more >>
Deleted user's data

If you delete a user from your account, during the deletion process you will be prompted to reassign that user’s assigned records, future events, and future tasks.

Read more >>
Deleting a contact

You can delete a contact or company directly from their record, via the Actions menu on the left.

Read more >>
Deleting a pipeline item

This article explains how to delete a pipeline item from a contact or company.

Read more >>
Deleting a task

This article explains how to delete a task from your CRM.

Read more >>
Deleting a user

With any multi-person company, there will probably be employee turnover eventually. Transitioning the contacts and other activity from a departing employee's CRM account to their new replacement or other existing users can be critical to making that transition as smooth as possible.

Read more >>
Deleting an entire pipeline

This article explains how you can delete an entire pipeline structure.

Read more >>
Deleting an event

Learn how to delete an event from your LACRM calendar.

Read more >>
Deleting custom contact fields

This article explains how to delete custom contact fields from the CRM.

Read more >>
Deleting custom pipeline fields

This article explains how to delete custom pipeline fields from the CRM.

Read more >>
Disabling campaign logging from Mailchimp

Due to how Mailchimp's webhooks are designed, autoresponders can cause lots of email campaigns to get logged in LACRM. Here's how to disable it.

Read more >>
Disabling your browser's autofill settings

If you have trouble with your own information overwriting a contact’s details when you save or edit a contact, the autofill in your browser is likely the culprit.

Read more >>
Donation pipeline template

Make customizing easy and start with one of our templates! This tutorial explains how to use our Donation template.

Read more >>
Drive growth by being the trusted expert

Being the expert in your industry builds trust, and when your customers trust you, they start recommending others to you. So establish yourself as the expert, and give your customers a reason to tell everyone else about you!

Read more >>
Duplicating a contact

Learn how to duplicate an existing contact or company to copy data from one record to a new one.

Read more >>