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Contacts and companies

Contacts and companies are the bread and butter of any contact management system, and that includes Less Annoying CRM. Any person, vendor, prospect, networking partner etc. starts off as either a contact or a company in LACRM. You can then take notes, set follow-up reminders, and store whatever information you want on these contact and company profiles.

This section contains articles that will help you get started on adding new contacts and companies into your CRM account, so that you can start managing your relationships!

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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How do I sync with Google Contacts?

You can sync Google contacts to LACRM through your Integrations page, which is in the menu under Settings in the navigation bar.

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How many contacts and companies can I have in my CRM?

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.

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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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Importing Data to Contact and Company Records

When you run an import in Less Annoying CRM, the system may create both contact records and company records from your spreadsheet.

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How to reassign and group contacts in bulk

Transitioning the contacts between users is an important step to ensure each user can access the necessary data and groups can be used alongside reassignment to track the history of a record’s ownership.

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How do companies and contacts interact? What is the difference?

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.

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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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Contact Relationships

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

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How do I import my contacts from Outlook

To migrate your Outlook contacts over to Less Annoying CRM, you'll first need to export that data to a CSV file, which can then be imported into your CRM account.

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How do I find contacts that are not assigned to 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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Can I upload files?

With just a couple of clicks, you can upload files so that you can reference them later. This is great for uploading invoices, letters, PDFs, customer pictures, Word documents, and much more!

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Prevent and Fix Duplicate Contacts and Companies

With Less Annoying CRM, you'll be warned when entering a single contact that matches an existing contact's information, and you can quickly find and merge all duplicate contacts together so that you can keep all the information you've entered.

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How to filter data by user

There is a filter you can use to view the contacts and companies assigned to another user in various places in the CRM.

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Viewing Another User's Contacts

The first thing you should know about viewing another user's contacts is that you will need permission to do so. If you're on a multi-user account you may be restricted in terms of what information is available to you.

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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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How can I organize all of the contacts I just imported?

When you finish importing your spreadsheet, you’ll be offered a list of actions that you can take on the new records you created. Here’s a review of those options.

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How do I view only contacts? How do I view only companies?

This article describes how you can filter to view only contacts, or only companies.

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How to edit a contact

This article explains how to edit a contact in Less Annoying CRM to add additional details.

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How to connect a contact to a company

This article explains how to link an existing contact to a company in Less Annoying CRM.

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How to edit custom fields

This article explains how to edit custom fields within LACRM.

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How to email a contact from the CRM

While Less Annoying CRM doesn’t send or receive email directly, it is possible to link to your email program so you can easily send a new email from a contact in the CRM.

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How do I import contacts to groups?

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

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How to move through a list

Move through your lists of records easily and efficiently with our contact sidebar.

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How to find all contacts with email addresses

This article explains how you can find contacts with email addresses.

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How to delete a pipeline item

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

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How to track inactive clients

This article explains how you can track inactive clients in Less Annoying CRM.

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How to merge duplicate records in bulk

By default, the bulk merge page will detect duplicates based on a shared email address and/or phone number. This means that any contact that shares a phone number or email address with a different contact will appear in the detected duplicate list.

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How to add a contact for your logging address to your email program

This article explains how you can add a contact for your email logging address to your email program to more easily find your logging address.

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How to save phone extensions

This article explains how you can save phone extensions in LACRM.

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How do I find contacts without certain information?

This article explains how you can find contacts that don't have certain details, like an email or phone number.

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How to find contacts that haven't been updated recently

This article explains how you can filter to find contacts that haven't been updated recently.

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How to remove a filter

This article explains how you can remove added filters in Less Annoying CRM.

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How to prepare for Mail-Merging Letters, Envelopes, and Labels

Mail merges can be used for any letter campaign you might send, including engaging customers, sending out deals, asking for fundraising, etc.

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How do I sync my Android contacts with LACRM?

This article explains how you can sync your Android contacts to LACRM using Google contacts.

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How do I sort my contacts alphabetically by last name?

This article explains how you can sort your contact list alphabetically by last name, to change the order in which contacts appear.

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How do I sort my contacts by when they were added?

This article explains how you can sort your contact list based on when the contact was created.

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How many contacts can I have in the CRM?

This article covers the maximum number of contacts we recommend storing in Less Annoying CRM

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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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How to collapse attached items on a contact

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

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How to delete a field

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

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How to track contacts who work for more than one company

This article explains how you can track contacts who work for more than one company in LACRM.

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How can I keep track of birthdays in LACRM?

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

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What happens if I accidentally delete something?

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

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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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How to assign contacts and leads to other users

If you’re a manager or a member of a collaborative team, you can reassign a contact or company to another user. There are two different, simple ways to do this.

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Searching your activity for keywords

You can use your browser’s search function to easily search a page for keywords.

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How to Search for Contacts' Birthdays

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.

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Printing Contact or Company Records

You can print a single contact or company from LACRM via your page menu on the left.

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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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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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Tools to help you auto-BCC emails to the CRM

Aside from saving your email logging address as a contact and remembering to key it in, some email clients have a feature or add-on that will allow you to automatically BCC your email logging address on all outgoing emails.

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How often can I back up my 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.

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I made a mistake when importing my contacts. How can I fix it?

If you finish your import and realize that you’ve made a mistake, the best option is to undo it right away, before you’ve done any work with the data in the CRM.

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How to delete a contact or company

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

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How to merge a contact or company

You can merge two contacts or two companies to combine duplicate records via the 'Actions' menu on the records themselves.

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How to search for contacts or companies in one city

You can always filter to see a list of your contacts or companies in a specific city (or any address field). Here's how to run that filter.

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How to search for contacts or companies in one zip code

You can use a filter to pull up all of the contacts and companies in a single zip code. Here's how.

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How to find contacts with email addresses

You can use a filter to pull up all of the contacts that have an email address saved. Here's how.

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How to find contacts or companies that are not in a pipeline

You can use a filter to pull up all of the contacts and companies that are not in a pipeline. Here's how.

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How to find contacts turning a certain age

Whether that’s to celebrate a milestone birthday, or to alert them to new benefits, you can use two filters to pull up contacts who are reaching a certain age in a given month.

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How to manage spouses/partners

LACRM allows you to track your contacts in the CRM, but if you frequently work with spouses or partners there are a couple of ways you can manage that data.

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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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How to reorder contact/company fields

In Less Annoying CRM, you can customize the fields that appear on a contact or company record, as well as the order in which fields appear.

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How to search notes using the Activity report

While the CRM search doesn’t currently allow you to search notes, there is a workaround that you can use to do so.

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How do I save a report?

While Less Annoying CRM doesn’t have a direct way to save a report, you can bookmark a report in your web browser to save it.

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How do I turn phone number formatting on or off?

​Less Annoying CRM has an option to format phone numbers with seven or ten digits in the US domestic format. This article explains how you can turn that setting on or off.

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How do I sort my contacts by when they were updated?

This article explains how to sort your contacts based on the last updated date.

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How do I sort my contacts by location?

This article explains how you can sort your contact based on address details.

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