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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.

Calendar and Task Sharing: Choosing the Right Setup for 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.

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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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How do tasks work?

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

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Adding and Editing 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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How do I sync 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.

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Can I sync my Google, Outlook, iCal, or other 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.

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How to sync your Outlook calendar with LACRM

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

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How to adjust custom date fields on the calendar

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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How can I use subcalendars?

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

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Repeating and Multi-Day Events

When you create an event in LACRM, you can make the event repeat by selecting the “Repeats" checkbox.

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Calendar sharing

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.

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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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How do I sync my iPhone calendar with the CRM?

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.

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How to find contacts that don't have any 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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Can I sync my Google and Outlook calendars with LACRM?

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

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How do I change my calendar view?

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

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Can I sync my phone calendar with LACRM?

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

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How can I choose calendar colors for different members of my team?

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

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How can I categorize and organize my tasks and follow ups?

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

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How to Track Different Event Types for your Business

Calendars are great for keeping things running on time and providing reminders for everything you have going on throughout the day. You’re probably already using your calendar to do just that, and categorizing the type of event can help you stay even more organized!

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How do I customize my notifications in Less Annoying CRM?

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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How to search 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.

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Keyboard shortcuts

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

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Change your calendar's time zone and settings

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

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Sync your existing iCloud events to LACRM using Google Calendar

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.

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Sync your scheduler with your Less Annoying CRM calendar

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

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Add national holidays to your LACRM 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!

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