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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

Saving notes

Learn more about saving and exporting notes.

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 >>
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 >>
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 >>
Bulk deleting contacts

Learn how to delete contacts from LACRM in bulk.

Read more >>
Tracking birthdays

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

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 >>
Starred contacts

Learn how to star your most important contacts 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.

Read more >>
Deleting contact fields

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

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 >>
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 >>
Filter contacts by assigned user

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

Read more >>
Custom contact fields vs. groups

Learn more about the differences between custom contacts fields and groups.

Read more >>
Adding contact profile photos

Learn how to upload profile photos to contact and company records.

Read more >>
Sorting contacts

Learn how to sort your contact list by a selected field.

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 >>
Printing a list of contacts

Learn how to print out a list of contacts from Less Annoying CRM.

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 >>
Filtering your data

Learn more about the different ways you can filter your contacts and pipeline in LACRM.

Read more >>
Birthday sorting

Learn how to sort contacts by birthday.

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 >>
Moving a pipeline from one contact to another

Learn how to move a pipeline item from one contact record to another.

Read more >>
Exporting a group of contacts

Learn how to export one group of contacts out of LACRM to a spreadsheet.

Read more >>
Assigning a company and associated contacts to another user

Learn how to assign a single company, and its associated contacts, to another user.

Read more >>
Managing companies that share the same name

Learn how to track franchises or companies that share the same name separately in LACRM.

Read more >>
Adding multiple filters

Learn how to apply multiple filters on top of each other to narrow the results of a given list.

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 >>
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 >>
Saving phone extensions

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

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 >>
Tracking contacts who change companies

Learn how to track contacts who move from one company to another.

Read more >>
Syncing Android contacts with LACRM

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

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 >>
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 >>
Moving a contact from one company to another

Sometimes a contact changes jobs and moves from one company to another. Learn how you can disconnect a contact from their original company and connect them to another.

Read more >>
Can't view company history

Having trouble finding company history? Learn a few steps you can take to find it.

Read more >>
Using the Activity report

Learn how to find a list of activity in your CRM account, and filter the activity as needed for different reports.

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 >>
Custom contact link fields vs. relationships

Learn more about the difference between a custom contact link field and a relationship in LACRM.

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 >>
Custom number fields vs. custom currency fields

Learn more about the difference between custom number fields and custom currency fields.

Read more >>
Can't assign a contact to another user

Having trouble assigning a contact to another user? Here are a few things to look for that might prevent you from assigning a contact to another user.

Read more >>
Birthday filtering

Less Annoying CRM has a filtering option to find contacts with a particular birthday.

Read more >>
Printing a contact

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

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 >>
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 >>
Creating multiple contacts for one company

Learn how to create multiple contacts at the same company.

Read more >>
Managing company relationships

If you work with franchises, parent companies, or companies with multiple locations, there are a few ways that you can track those relationships between companies. The best option will depend on how you deal with each company, and how many companies you have with these types of connections.

Read more >>
Checking email settings to send email from the CRM

While LACRM doesn't handle email directly, it is possible to launch your email program from the CRM to send new emails to contacts. But sometimes you can run into trouble sending email from the CRM, and there are a few settings to check when that happens.

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 >>
Pinning a note

Learn how to pin a note to the top of your contact's history.

Read more >>
Contacts vs. leads

Learn more about the difference between contact records and leads in LACRM.

Read more >>
Custom file fields vs. general file uploads

Learn more about the difference between custom file fields and uploading files to a contact directly.

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 >>
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 >>
Turning off notifications

Learn how to turn off general notifications and event reminder notifications in LACRM.

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 >>
Backdating notes

If you're entering a note about something that occurred in the past, you can change the date and timestamp of that note to reflect its actual completion date.

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 >>
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 >>
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 >>
Mapping CRM leads

While LACRM doesn’t have a back and forth sync with any mapping programs, there is a third-party Chrome extension that will allow you to map your leads in LACRM.

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 >>
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 >>
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 >>
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 >>
Filtering contacts by creation date

Learn how to filter your CRM to see contacts created on, before, or after a certain date.

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 >>
Collapsing attached items on a contact

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

Read more >>
Duplicating a contact

Learn how to duplicate an existing contact or company to copy data from one record to a new one.

Read more >>
Importing duplicates

Learn more about what happens if you import data that overlaps with your existing CRM data.

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 >>
Filtering contacts by a deleted user

Learn how to filter your database to show contacts assigned to deleted users.

Read more >>
Unapproved email addresses

Learn more about approved and unapproved email addresses in the CRM.

Read more >>
Saving notes

Learn more about saving and exporting notes.

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 >>
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 >>
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 >>
Bulk deleting contacts

Learn how to delete contacts from LACRM in bulk.

Read more >>
Editing a contact

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

Read more >>
Tracking birthdays

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

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 >>
Starred contacts

Learn how to star your most important contacts in LACRM.

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 >>
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.

Read more >>
Deleting contact fields

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

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 >>
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 >>
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 contacts by assigned user

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

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 >>
Custom contact fields vs. groups

Learn more about the differences between custom contacts fields and groups.

Read more >>
Adding contact profile photos

Learn how to upload profile photos to contact and company records.

Read more >>
Sorting contacts

Learn how to sort your contact list by a selected field.

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 >>
Printing a list of contacts

Learn how to print out a list of contacts from Less Annoying CRM.

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 >>
Filtering your data

Learn more about the different ways you can filter your contacts and pipeline in LACRM.

Read more >>
Birthday sorting

Learn how to sort contacts by birthday.

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 >>
Moving a pipeline from one contact to another

Learn how to move a pipeline item from one contact record to another.

Read more >>
Exporting a group of contacts

Learn how to export one group of contacts out of LACRM to a spreadsheet.

Read more >>
Assigning a company and associated contacts to another user

Learn how to assign a single company, and its associated contacts, to another user.

Read more >>
Creating custom field sections

Learn how to create custom form sections to help segment your fields.

Read more >>
Managing companies that share the same name

Learn how to track franchises or companies that share the same name separately in LACRM.

Read more >>
Adding multiple filters

Learn how to apply multiple filters on top of each other to narrow the results of a given list.

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 >>
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 >>
Saving phone extensions

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

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 >>
Tracking contacts who change companies

Learn how to track contacts who move from one company to another.

Read more >>
Syncing Android contacts with LACRM

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

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 >>
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 >>
Moving a contact from one company to another

Sometimes a contact changes jobs and moves from one company to another. Learn how you can disconnect a contact from their original company and connect them to another.

Read more >>
Can't view company history

Having trouble finding company history? Learn a few steps you can take to find it.

Read more >>
Using the Activity report

Learn how to find a list of activity in your CRM account, and filter the activity as needed for different reports.

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 >>
Custom contact link fields vs. relationships

Learn more about the difference between a custom contact link field and a relationship in LACRM.

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 >>
Custom number fields vs. custom currency fields

Learn more about the difference between custom number fields and custom currency fields.

Read more >>
Can't assign a contact to another user

Having trouble assigning a contact to another user? Here are a few things to look for that might prevent you from assigning a contact to another user.

Read more >>
Birthday filtering

Less Annoying CRM has a filtering option to find contacts with a particular birthday.

Read more >>
Printing a contact

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

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 >>
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 >>
Creating multiple contacts for one company

Learn how to create multiple contacts at the same company.

Read more >>
Managing company relationships

If you work with franchises, parent companies, or companies with multiple locations, there are a few ways that you can track those relationships between companies. The best option will depend on how you deal with each company, and how many companies you have with these types of connections.

Read more >>
Checking email settings to send email from the CRM

While LACRM doesn't handle email directly, it is possible to launch your email program from the CRM to send new emails to contacts. But sometimes you can run into trouble sending email from the CRM, and there are a few settings to check when that happens.

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 >>
Pinning a note

Learn how to pin a note to the top of your contact's history.

Read more >>
Contacts vs. leads

Learn more about the difference between contact records and leads in LACRM.

Read more >>
Custom file fields vs. general file uploads

Learn more about the difference between custom file fields and uploading files to a contact directly.

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 >>
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 >>
Turning off notifications

Learn how to turn off general notifications and event reminder notifications in LACRM.

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 >>
Backdating notes

If you're entering a note about something that occurred in the past, you can change the date and timestamp of that note to reflect its actual completion date.

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 >>
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 >>
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 >>
Mapping CRM leads

While LACRM doesn’t have a back and forth sync with any mapping programs, there is a third-party Chrome extension that will allow you to map your leads in LACRM.

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 >>
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 >>
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 >>
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 >>
Filtering contacts by creation date

Learn how to filter your CRM to see contacts created on, before, or after a certain date.

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 >>
Collapsing attached items on a contact

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

Read more >>
Duplicating a contact

Learn how to duplicate an existing contact or company to copy data from one record to a new one.

Read more >>
Importing duplicates

Learn more about what happens if you import data that overlaps with your existing CRM data.

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 >>
Filtering contacts by a deleted user

Learn how to filter your database to show contacts assigned to deleted users.

Read more >>
Unapproved email addresses

Learn more about approved and unapproved email addresses in the CRM.

Read more >>