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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!

How to create custom contact and company 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.

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What's the difference between custom contact and 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.

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How to adjust custom date fields on the calendar

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.

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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.

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What happens to the data if I delete a user?

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.

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What type of custom field should I use?

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.

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Pipeline customizing Do's and Don'ts

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.

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What is the difference between custom contact and company fields?

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

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My users can't see my groups! How to make 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.

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How to set 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.

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Using Less Annoying CRM for hiring

Everyone knows that you can use a CRM to track your sales and client relationships, but they can also be helpful for hiring!

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How to edit/change Your Workspace

This article explains how you can edit Your Workspace

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How can I choose calendar colors for different members of my team?

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

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What kind of training and support does Less Annoying CRM offer?

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

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How to format 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.

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What are teams? What can I use them for?

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

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Tips for 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.

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How to change the size of the navigation menu

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.

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Change your calendar's time zone and settings

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

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