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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!

Getting started

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 >>
Creating a contact

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

Read more >>
Editing a contact

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

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 >>
Filter to show only contacts or only companies

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

Read more >>
Linking a contact to a company

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

Read more >>
Syncing 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.

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 >>

More info

Using a business card scanner with LACRM

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.

Read more >>
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.

Read more >>
Exporting a subset of data

Sometimes you just need to export a smaller list of contacts from your CRM. Learn how to export a subset of data from LACRM here.

Read more >>
Bulk deleting contacts

Learn how to delete contacts from LACRM in bulk.

Read more >>
Importing 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.

Read more >>
Tracking birthdays

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

Read more >>
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.

Read more >>
Deleting custom contact fields

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

Read more >>
Exporting data in bulk

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.

Read more >>
Preventing duplicate contacts

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.

Read more >>
Filter contacts by assigned user

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

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 >>
Emailing 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.

Read more >>
Assigning contacts in bulk

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

Read more >>
Adding an import to multiple groups

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

Read more >>
Moving through a list

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

Read more >>
Filter to show contacts with email addresses

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

Read more >>
Deleting a pipeline item

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

Read more >>
Tracking inactive clients

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

Read more >>
Merging 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.

Read more >>
Sorting contacts by creation date

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

Read more >>
Saving phone extensions

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

Read more >>
Sorting contacts alphabetically

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

Read more >>
Syncing Android contacts with LACRM

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

Read more >>
Preparing for a mail merge

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

Read more >>
Filter to show contacts with empty fields

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

Read more >>
Filter to show contacts that haven't been updated recently

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

Read more >>
Removing a filter

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

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 >>
Exporting your contacts from another CRM

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

Read more >>
Filter to show contacts without 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.

Read more >>
Mapping 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.

Read more >>
Saving reports

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.

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 >>
Filter to show contacts 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.

Read more >>
Filter to show contacts 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.

Read more >>
Printing a contact

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

Read more >>
Searching your activity for keywords

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

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 >>
Phone number formatting

​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.

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 >>
Tracking 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.

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 >>
Filter to show 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.

Read more >>
Managing spouses or 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.

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 >>
Undoing an import

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.

Read more >>
Merging a contact

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

Read more >>
Reordering contact 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.

Read more >>
Sorting contacts by location

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

Read more >>
Sorting contacts by last update

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

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 >>
Using a business card scanner with LACRM

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.

Read more >>
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.

Read more >>
Creating a contact

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

Read more >>
Exporting a subset of data

Sometimes you just need to export a smaller list of contacts from your CRM. Learn how to export a subset of data from LACRM here.

Read more >>
Bulk deleting contacts

Learn how to delete contacts from LACRM in bulk.

Read more >>
Importing 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.

Read more >>
Tracking birthdays

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

Read more >>
Editing a contact

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

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 >>
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.

Read more >>
Filter to show only contacts or only companies

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

Read more >>
Deleting custom contact fields

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

Read more >>
Exporting data in bulk

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.

Read more >>
Preventing duplicate contacts

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.

Read more >>
Linking a contact to a company

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

Read more >>
Filter contacts by assigned user

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

Read more >>
Syncing 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.

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 >>
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 >>
Emailing 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.

Read more >>
Assigning contacts in bulk

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

Read more >>
Adding an import to multiple groups

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

Read more >>
Moving through a list

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

Read more >>
Filter to show contacts with email addresses

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

Read more >>
Deleting a pipeline item

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

Read more >>
Tracking inactive clients

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

Read more >>
Merging 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.

Read more >>
Sorting contacts by creation date

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

Read more >>
Saving phone extensions

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

Read more >>
Sorting contacts alphabetically

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

Read more >>
Syncing Android contacts with LACRM

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

Read more >>
Preparing for a mail merge

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

Read more >>
Filter to show contacts with empty fields

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

Read more >>
Filter to show contacts that haven't been updated recently

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

Read more >>
Removing a filter

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

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 >>
Exporting your contacts from another CRM

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

Read more >>
Filter to show contacts without 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.

Read more >>
Mapping 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.

Read more >>
Saving reports

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.

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 >>
Filter to show contacts 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.

Read more >>
Filter to show contacts 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.

Read more >>
Printing a contact

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

Read more >>
Searching your activity for keywords

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

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 >>
Phone number formatting

​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.

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 >>
Tracking 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.

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 >>
Filter to show 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.

Read more >>
Managing spouses or 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.

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 >>
Undoing an import

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.

Read more >>
Merging a contact

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

Read more >>
Reordering contact 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.

Read more >>
Sorting contacts by location

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

Read more >>
Sorting contacts by last update

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

Read more >>