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Customizing your account

We've included all the fields and pipelines we think you need to hit the ground running with Less Annoying CRM. But the most powerful CRM tool for your business is one that is customized to your business. Most aspects of LACRM can be tweaked to meet your specific needs, and our customer service team is happy to hop on a call with you or your team to get the account set up exactly the way you want.

Have specific pipeline workflows you need to manage? Need additional custom fields? Want more calendars? These articles will walk you through how to add those to your account!

Getting started

Creating custom pipeline fields

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 >>
Creating custom contact fields

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 >>
Contact fields vs. pipeline fields

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 >>
Contact fields vs. company fields

The short answer is that custom contact fields are for contact records, and custom company fields are for company records!

Read more >>
Changing the navigation menu size

The page menu is also on the left, just inside the navigation menu and reflects options depending on your current page. You can expand the menus to enlarge them by clicking the double arrow in the lower left, near the bottom corner of the page.

Read more >>

More info

Pipeline customizing tips

Pipelines are one of the more helpful features of the CRM, but they can also be tricky if you’ve never worked with them before. Below, I’ll cover some basic do’s and don’ts to help get you started.

Read more >>
Deleted user's data

If you delete a user from your account, during the deletion process you will be prompted to reassign that user’s assigned records, future events, and future tasks.

Read more >>
Custom field types

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 >>
Setting your computer's default email program

If you’ve already selected your email program in LACRM, but it’s still not opening properly, there’s one additional setting you may need to change.

Read more >>
Editing calendar date fields

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 >>
Setting the primary email in your email program

When you click on an email address in LACRM, the CRM will link to your email program. Your email program will then open a new, blank email. But if you use multiple email addresses sometimes the wrong email address will appear.

Read more >>
Making a group public

Groups in Less Annoying CRM can be private or public. Public groups are visible to everyone on the account, while private groups are visible only to the person who created the group.

Read more >>
Making a group private

Groups in Less Annoying CRM can be private or public. Private groups are visible only to the person who created the group, while public groups are visible to everyone on the account.

Read more >>
Text message reminders

This article explains how you can set up text message reminders for events on your calendar in Less Annoying CRM.

Read more >>
Using LACRM for multiple businesses

If you run or work for multiple businesses, here are some ways you can keep everything organized in Less Annoying CRM.

Read more >>
Creating pipeline statuses

This article explains how to create additional pipeline statuses to track the stages of your process.

Read more >>
Editing pipeline statuses

This article explains how to edit statuses within your pipeline.

Read more >>
Calendar settings

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

Read more >>
Setting calendar colors for other users

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

Read more >>
LACRM's training and support

Less Annoying CRM comes with free email and phone support, even if you're not a paying customer.

Read more >>
Teams

Teams allow you to share groups between certain teams of users. Creating teams helps you organize and manage group sharing permissions — here’s how.

Read more >>
Structuring your teams

Teams allow you to share groups with specific subsets of your users (you can read more about teams and how to create them here). Here are some tips and three examples to help you structure your teams.

Read more >>
Adding your logo in LACRM

You can upload your company's logo to your LACRM account. Here's how you can format the file to fit.

Read more >>
Customizing the Workspace

This article explains how you can edit Your Workspace

Read more >>
Creating teams

This article explains how to create and use teams to help manage group permissions.

Read more >>
Duplicating pipeline structure

In most cases, each pipeline is unique with its own specific statuses and custom fields. But sometimes there’s overlap between processes and it can be easier to copy an existing pipeline instead of starting from scratch. Learn how to copy an existing pipeline structure here.

Read more >>
Turning off notifications

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

Read more >>
Setting your computer's default phone program

If you've already selected your click-to-call protocol in LACRM, but it's still not opening properly, there's one additional setting you may need to change.

Read more >>
Custom number fields vs. custom currency fields

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

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 >>
Custom contact link fields vs. relationships

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

Read more >>
Creating custom pipeline fields

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 >>
Creating custom contact fields

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 >>
Contact fields vs. pipeline fields

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 >>
Pipeline customizing tips

Pipelines are one of the more helpful features of the CRM, but they can also be tricky if you’ve never worked with them before. Below, I’ll cover some basic do’s and don’ts to help get you started.

Read more >>
Deleted user's data

If you delete a user from your account, during the deletion process you will be prompted to reassign that user’s assigned records, future events, and future tasks.

Read more >>
Custom field types

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 >>
Setting your computer's default email program

If you’ve already selected your email program in LACRM, but it’s still not opening properly, there’s one additional setting you may need to change.

Read more >>
Editing calendar date fields

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 >>
Setting the primary email in your email program

When you click on an email address in LACRM, the CRM will link to your email program. Your email program will then open a new, blank email. But if you use multiple email addresses sometimes the wrong email address will appear.

Read more >>
Making a group public

Groups in Less Annoying CRM can be private or public. Public groups are visible to everyone on the account, while private groups are visible only to the person who created the group.

Read more >>
Contact fields vs. company fields

The short answer is that custom contact fields are for contact records, and custom company fields are for company records!

Read more >>
Making a group private

Groups in Less Annoying CRM can be private or public. Private groups are visible only to the person who created the group, while public groups are visible to everyone on the account.

Read more >>
Text message reminders

This article explains how you can set up text message reminders for events on your calendar in Less Annoying CRM.

Read more >>
Using LACRM for multiple businesses

If you run or work for multiple businesses, here are some ways you can keep everything organized in Less Annoying CRM.

Read more >>
Creating pipeline statuses

This article explains how to create additional pipeline statuses to track the stages of your process.

Read more >>
Editing pipeline statuses

This article explains how to edit statuses within your pipeline.

Read more >>
Calendar settings

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

Read more >>
Setting calendar colors for other users

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

Read more >>
LACRM's training and support

Less Annoying CRM comes with free email and phone support, even if you're not a paying customer.

Read more >>
Changing the navigation menu size

The page menu is also on the left, just inside the navigation menu and reflects options depending on your current page. You can expand the menus to enlarge them by clicking the double arrow in the lower left, near the bottom corner of the page.

Read more >>
Teams

Teams allow you to share groups between certain teams of users. Creating teams helps you organize and manage group sharing permissions — here’s how.

Read more >>
Structuring your teams

Teams allow you to share groups with specific subsets of your users (you can read more about teams and how to create them here). Here are some tips and three examples to help you structure your teams.

Read more >>
Adding your logo in LACRM

You can upload your company's logo to your LACRM account. Here's how you can format the file to fit.

Read more >>
Customizing the Workspace

This article explains how you can edit Your Workspace

Read more >>
Creating teams

This article explains how to create and use teams to help manage group permissions.

Read more >>
Duplicating pipeline structure

In most cases, each pipeline is unique with its own specific statuses and custom fields. But sometimes there’s overlap between processes and it can be easier to copy an existing pipeline instead of starting from scratch. Learn how to copy an existing pipeline structure here.

Read more >>
Turning off notifications

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

Read more >>
Setting your computer's default phone program

If you've already selected your click-to-call protocol in LACRM, but it's still not opening properly, there's one additional setting you may need to change.

Read more >>
Custom number fields vs. custom currency fields

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

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 >>
Custom contact link fields vs. relationships

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

Read more >>