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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.

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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.

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7 tips to make your CRM experience as Less Annoying as possible

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

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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!

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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.

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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.

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AddContactToGroup Function Definition

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

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Adding a Contact or Company to Your 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.

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Adding an import to multiple groups

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

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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.

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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.

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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.

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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.

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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.

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Automatically log all outgoing emails using Gmail in Google Chrome

Now, thanks to an extension in Google Chrome for Gmail, you can automatically log outgoing emails if you use both Gmail and Google Chrome.

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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!

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Backups and Reliability

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

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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!

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Bulk adding contacts to a group

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

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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.

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Calendar settings

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

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Can I import contacts from my business card scanner?

While Less Annoying CRM does not have a direct integration with any business card scanners, there are a few options to import contacts from a card scanner.

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Can I map my CRM leads?

While LACRM doesn’t have a back and forth sync with any mapping programs, there is a program called Badger Maps that makes it very easy to get your LACRM contacts mapped.

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Can I reactivate my account?

This article explains the options for reopening a Less Annoying CRM account that has been closed.

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Can I use LACRM if I'm not in the US?

This article covers accessibility for LACRM around the world, support hours, and language support.

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Changing the calendar view

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

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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.

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Collapsing attached items on a contact

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

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Contact Relationships

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

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Contact and Company Sharing: Choosing the Right Setup for Your Team

The contact and company sharing permissions determine which names and businesses different users are able to see. Here's how you can set them up.

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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!

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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.

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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.

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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!

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CreateContact Function Definition

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

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CreateEvent Function Definition

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

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CreateNote Function Definition

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

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CreatePipeline Function Definition

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

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CreateTask Function Definition

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

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Creating CRM Rules for uniform data entry and processing

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

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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.

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Creating a shortcut to LACRM on your computer

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.

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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.

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Creating and using teams

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

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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.

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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.

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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.

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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.

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Creating sub-groups

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

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Creating tasks

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

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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!

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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.

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Customizing notifications

Less Annoying CRM has a variety of situations in which you will receive email notifications from the system by default, but you can always manage what you want to receive.

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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.

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DeleteContact Function Definition

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

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Deleting Contacts and Companies

There are four ways to delete contacts from Less Annoying CRM. Typically the most efficient way depends on how many contacts you need to delete or which specific group of contacts require deletion.

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Deleting custom contact fields

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

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Deleting custom pipeline fields

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

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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.

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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.

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Do you have a referral program?

Less Annoying CRM has a referral program that you can use to spread the word about LACRM.

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Do you have an app?

While you won’t find LACRM in the iTunes or Android app stores, the web app is designed to work with mobile devices. Opening the CRM on your mobile device will look familiar, but with a layout that's optimized for your screen.

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Does LACRM integrate with Outlook email?

While LACRM doesn’t have a direct integration with Outlook or any other email, there is an email logging tool that you can use to save copies of emails that you send into the CRM.

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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!

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Duplicating groups

In order to prevent changes to group membership in LACRM, you can duplicate your groups before syncing with Mailchimp.

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EditContact Function Definition

The EditContact function is used to edit an existing contact.

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Editing calendar date fields

You can create date custom fields on contact and company records and on pipelines. Those fields can display directly on your calendar so you can keep on top of all of your important dates.

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Editing custom contact fields

This article explains how to edit custom contact fields within LACRM.

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Editing custom pipeline fields

This article explains how to edit custom pipeline fields within LACRM.

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Editing events

Learn how to edit existing events.

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Editing existing groups

To edit existing groups, mouse over Contacts in the navigation bar and select “Manage Groups” to the right of “Groups.”

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Editing tasks

Learn how to edit existing tasks in your CRM.

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Engaging Long-term Leads to Turn Them into Sales

With large purchases it may even take a few years for a sale to come to fruition, and during that entire period it’s important to stay in touch and build a relationship with every potential customer.

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Enter audio notes from your smartphone

Your smartphone's built-in microphone tool helps you enter notes on the go -- just speak into your phone and start saving notes into the CRM.

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Event types

Learn more about the different types of events you can create in LACRM.

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Events vs. Tasks

The main difference between an event and a task is that an event is a blocked-off period of time on your calendar, whereas a to-do is just an item on a checklist with a specific due date.

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Exporting All of Your Data out of LACRM

Here at Less Annoying CRM we know that your data is very valuable to you, and we want to make sure you can get your data out of the CRM if you want to. Here's how to export your information.

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Exporting Your Contacts Out of Another CRM

We've provided the following compendium of resources on exporting out of other CRM systems, listed by provider.

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File storage limits

This article explains the restrictions are file upload storage in Less Annoying CRM

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Filter to show contacts in any of several groups

Less Annoying CRM has a filtering option you can use to find contacts who are in one of several groups.

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Filter to show contacts in multiple, specific groups

Less Annoying CRM has a filtering option you can use to find records who are in multiple, specific groups.

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Filter to show contacts in one group

In Less Annoying CRM there are two ways you can pull up a list of records in one particular group.

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Filter to show contacts not in a specific group

Less Annoying CRM has a filtering option you can use to find records who are not in a specific group.

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Filter to show contacts not in any group

Less Annoying CRM has a filtering option to find contacts that are not assigned to any group. If you go to the Contacts page, there are Filters and Sorting options in the page menu on the left.

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Filter to show contacts with no tasks or events

Less Annoying CRM has a filtering option to see only contacts that don’t have a task or event attached to them. If you go to the Contacts page, you'll find the filters and sorting options in the page menu on the left.

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Filtering by custom contact field

You can use custom field filters to narrow down your contact list based on unique fields, or to perform a more specific search. For example, if you want to pull up contacts from a particular source.

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Filtering by custom pipeline field

If you’d like to view a more specific list within your Pipeline Report, you can use custom field filters to narrow down the list based on specific criteria.

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Finding the Best Time to Reach Out to your Prospects

An important part of any sales process is being able to connect with your prospects, and to do that you’ll need to know when someone is able and willing to talk to you! You’re probably already using the CRM to keep track of these individual interactions, and you can also use the CRM to find the best time to reach out.

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Free eBook: CRM Bootcamp

Everything you need to know to successfully choose and set up the perfect CRM for your business.

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GDPR

If you or your customers are in the EU, you need to comply with the new GDPR regulations. With Less Annoying CRM, that won't be a problem.

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Gather more leads by being seen and heard

The more visible you are, the larger your pool of leads will be. Put yourself in front of a crowd to make sure your target market knows exactly who you are and how you can help!

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GetContact Function Definition

This code shows how to get an existing contact with their Contact Id.

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GetCustomFields Function Definition

The GetCustomFields function is used to retrieve a list of all the custom contact/company fields you've created in your CRM.

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GetPipelineItemsAttachedToContact Function Definition

The GetPipelineItemsAttachedToContact function is used to retrieve a list of all pipeline items that have been attached to a contact.

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GetPipelineReport Function Definition

As the name suggests, the GetPipelineReport function is used to retrieve the data from a pipeline report.

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GetPipelineSettings Function Definition

The GetPipelineSettings function will return a list of all of your pipelines along with each pipeline's ID and a list of statuses.

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GetUserInfo Function Definition

The GetUserInfo function is used to retrieve meta information about your CRM account.

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Getting started with the API

This article will walk you through how to start using LACRM's API to start connecting your system with LACRM.

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Group and reassign contacts in bulk

This article explains how you can group contacts and reassign them in bulk to transition contacts from one user to another.

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Group filtering

LACRM has simple reporting to help you find contacts based on the groups in which they are (or aren’t) tagged. In this post, we’ll go over all of the ways you can filter your groups to find just the contacts you need.

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