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Calendar

Less Annoying CRM's calendar is the best way to stay on top of your upcoming events and follow-up reminders. If you share an account with your team, it's an easy way to see everyone's schedules, and if you're on an account on your own, there are a number of ways to set up your own personal and work calendars.

Getting started

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 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 >>
Editing events

Learn how to edit existing events.

Read more >>
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.

Read more >>
Syncing with Google Calendar

You can sync a Google calendar to LACRM on the Integrations page under the Settings tab. You'll want to select the option 'Set up calendar sync' on the Google section of the Integrations page.

Read more >>
Syncing with Outlook calendar

Our Outlook Calendar sync allows you to seamlessly sync your events in LACRM and Outlook automatically. Here's how to set it up.

Read more >>
Event types

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

Read more >>
Viewing user calendars

You can always view other users’ calendars by going to your calendar and toggling the check boxes next to the names of the other users at your company.

Read more >>

More info

Sharing tasks and events with your team

The calendar and task sharing permissions determine which calendars are visible to a user, and whether they can assign items to other user’s calendars.

Read more >>
Tracking birthdays

This tutorial will cover how to enter, find, and use birthday data in LACRM.

Read more >>
Syncing an external calendar with LACRM

We integrate directly with Google Calendar and Outlook Calendar. However, in many cases it is possible to sync an alternate calendar system to Google/Outlook, which can then sync over to LACRM.

Read more >>
Sub-calendars

Less Annoying CRM’s calendar now allows you to create different color-coded subcalendars. You can categorize your tasks and events into different subcalendars.

Read more >>
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.

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 >>
Syncing an iPhone calendar with LACRM through Google

At this time, Less Annoying CRM only integrates directly with Google calendar. However, in most cases it is possible to sync your iPhone calendar to Google calendar.

Read more >>
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.

Read more >>
Text message reminders

This article explains how you can set up text message reminders for events on your calendar in Less Annoying CRM.

Read more >>
Using sub-calendars to organize events and tasks

With Less Annoying CRM’s new calendar, you can use color-coded sub-calendars to organize your tasks and events.

Read more >>
Keyboard shortcuts

Less Annoying CRM has keyboard shortcuts that can be used to navigate the CRM without using your mouse.

Read more >>
Calendar settings

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

Read more >>
Syncing existing iCloud events to LACRM through Google

Less Annoying CRM only syncs directly with Google Calendar. While Google Calendar can also sync with iCal so that you can view your Google (and LACRM events) on your Apple devices, Google does not automatically pull events from your iCloud sub-calendars into LACRM.

Read more >>
Syncing a scheduler with LACRM through Google or Outlook calendar

Many scheduling systems sync with Google calendar or Outlook calendar, and both Google and Outlook calendar in turn sync with Less Annoying CRM! Using these integrations, you can make sure that new appointments show up on your LACRM calendar.

Read more >>
Importing national holidays to LACRM through Google or Outlook calendar

Since LACRM has customers all over the world, we don’t include a default calendar of events. However, you can import national holidays and other important events into your LACRM calendar via our Google Calendar integration!

Read more >>
Setting calendar colors for other users

Ideas for color-coding your calendar for different users on your account

Read more >>
Restoring deleted data

The Less Annoying CRM team can help restore data that's been accidentally deleted back to your account.

Read more >>
Syncing both Google and Outlook calendars

This article explains how you can sync both your Google calendar and Outlook calendar with LACRM.

Read more >>
Changing the calendar view

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

Read more >>
Syncing a phone calendar with LACRM

This article explains the options for syncing your phone's calendar with LACRM.

Read more >>
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.

Read more >>
Searching for events

While the CRM search doesn’t currently allow you to search events, there is a workaround that you may be able to use.

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 >>
Sharing tasks and events with your team

The calendar and task sharing permissions determine which calendars are visible to a user, and whether they can assign items to other user’s calendars.

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 >>
Editing events

Learn how to edit existing events.

Read more >>
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.

Read more >>
Syncing with Google Calendar

You can sync a Google calendar to LACRM on the Integrations page under the Settings tab. You'll want to select the option 'Set up calendar sync' on the Google section of the Integrations page.

Read more >>
Tracking birthdays

This tutorial will cover how to enter, find, and use birthday data in LACRM.

Read more >>
Syncing an external calendar with LACRM

We integrate directly with Google Calendar and Outlook Calendar. However, in many cases it is possible to sync an alternate calendar system to Google/Outlook, which can then sync over to LACRM.

Read more >>
Syncing with Outlook calendar

Our Outlook Calendar sync allows you to seamlessly sync your events in LACRM and Outlook automatically. Here's how to set it up.

Read more >>
Sub-calendars

Less Annoying CRM’s calendar now allows you to create different color-coded subcalendars. You can categorize your tasks and events into different subcalendars.

Read more >>
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.

Read more >>
Event types

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

Read more >>
Viewing user calendars

You can always view other users’ calendars by going to your calendar and toggling the check boxes next to the names of the other users at your company.

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 >>
Syncing an iPhone calendar with LACRM through Google

At this time, Less Annoying CRM only integrates directly with Google calendar. However, in most cases it is possible to sync your iPhone calendar to Google calendar.

Read more >>
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.

Read more >>
Text message reminders

This article explains how you can set up text message reminders for events on your calendar in Less Annoying CRM.

Read more >>
Using sub-calendars to organize events and tasks

With Less Annoying CRM’s new calendar, you can use color-coded sub-calendars to organize your tasks and events.

Read more >>
Keyboard shortcuts

Less Annoying CRM has keyboard shortcuts that can be used to navigate the CRM without using your mouse.

Read more >>
Calendar settings

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

Read more >>
Syncing existing iCloud events to LACRM through Google

Less Annoying CRM only syncs directly with Google Calendar. While Google Calendar can also sync with iCal so that you can view your Google (and LACRM events) on your Apple devices, Google does not automatically pull events from your iCloud sub-calendars into LACRM.

Read more >>
Syncing a scheduler with LACRM through Google or Outlook calendar

Many scheduling systems sync with Google calendar or Outlook calendar, and both Google and Outlook calendar in turn sync with Less Annoying CRM! Using these integrations, you can make sure that new appointments show up on your LACRM calendar.

Read more >>
Importing national holidays to LACRM through Google or Outlook calendar

Since LACRM has customers all over the world, we don’t include a default calendar of events. However, you can import national holidays and other important events into your LACRM calendar via our Google Calendar integration!

Read more >>
Setting calendar colors for other users

Ideas for color-coding your calendar for different users on your account

Read more >>
Restoring deleted data

The Less Annoying CRM team can help restore data that's been accidentally deleted back to your account.

Read more >>
Syncing both Google and Outlook calendars

This article explains how you can sync both your Google calendar and Outlook calendar with LACRM.

Read more >>
Changing the calendar view

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

Read more >>
Syncing a phone calendar with LACRM

This article explains the options for syncing your phone's calendar with LACRM.

Read more >>
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.

Read more >>
Searching for events

While the CRM search doesn’t currently allow you to search events, there is a workaround that you may be able to use.

Read more >>