Less Annoying CRM comes with basic default fields that let you enter in the core details about every contact and company that you add to your CRM account. Oftentimes, you need to track additional information, or need industry-specific fields to fill out for your records. That's where custom fields come in.
Custom fields are found on both your contact and company records, as well as your pipelines. These articles will guide you through how to create custom fields on your account (if you're an administrator, or the only user on the account!) to store and track any piece of information that you need!
We realize that it’s impossible for us to anticipate every little thing you’ll want to be able to collect about your contacts or companies, so you can add any kind of field you’d like to your contacts and companies.Read more >>
With different options and locations of custom fields it can be hard to determine which fields should be where. There are a few key differences that can help you decide if you should use a custom contact field or a custom pipeline field to keep track of things.Read more >>
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 >>
Pipeline statuses tell you what step a person is within a process, but in a lot of cases, you just need more detail than that! For those situations, Less Annoying CRM has custom pipeline fields.Read more >>
With each field that you add, you’ll have an important decision to make regarding what type of field is the best fit. This article explains the differences between each field type, to give you a better idea of when you should use which kind.Read more >>
If you’d like to view a more specific list within your Pipeline Report, you can use custom field filters to narrow down the list based on specific criteria.Read more >>
The short answer is that custom contact fields are for contact records, and custom company fields are for company records!Read more >>
You can use custom field filters to narrow down your contact list based on unique fields, or to perform a more specific search. For example, if you want to pull up contacts from a particular source.Read more >>
This article explains how you can track inactive clients in Less Annoying CRM.Read more >>
This article explains how you can track contacts who work for more than one company in LACRM.Read more >>