<< Return to help center
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Settings

Your Settings page in Less Annoying CRM is where you can manage your account preferences, notifications, integrations, and if you're an administrator, your team and account customization.

Here are some help articles that go through each Settings option in your LACRM account.

Getting started

Adding a user

Adding accounts for other people at your company is easy, and it will allow you to share contact and calendar information between colleagues inside the CRM.

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 >>

More info

Deleting a user

With any multi-person company, there will probably be employee turnover eventually. Transitioning the contacts and other activity from a departing employee's CRM account to their new replacement or other existing users can be critical to making that transition as smooth as possible.

Read more >>
Sharing tasks and events with your team

The calendar and task sharing permissions determine which calendars are visible to a user, and whether they can assign items to other user’s calendars.

Read more >>
Sharing contacts with your team

The contact and company sharing permissions determine which names and businesses different users are able to see. Here's how you can set them up.

Read more >>
Managing user permissions

When you register a new account, you’ll be prompted to make some choices about that new user's rights and permissions. These options can be changed at any time by an administrator.

Read more >>
Logging emails

Less Annoying CRM uses an email logging feature that allows you to store all your communication with any contact/company in the CRM for posterity.

Read more >>
Cancelling an account

Follow these simple instructions to cancel your Less Annoying CRM account.

Read more >>
What happens to my data after I close my account?

After you close your account, we’ll store your data for one calendar year.

Read more >>
Managing pipeline permissions

You can set up permissions to control who on your team can access and use specific pipelines.

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 >>
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 >>
Two-factor authentication

Two-factor authentication (or "2fa") is a way to enhance the security of your CRM account by adding an extra step to the login process.

Read more >>
Reactivating your account

This article explains the options for reopening a Less Annoying CRM account that has been closed.

Read more >>
Using a VOIP phone with LACRM

There are a few different ways that your VOIP system might enable this. Here is a list of VOIP phones that have worked with the CRM’s click-to-call feature in the past.

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 >>
LACRM hours and availability

This article covers accessibility for LACRM around the world, support hours, and language support.

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 >>
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 >>
Turning on two-factor authentication

Less Annoying CRM offers two-factor authentication (or “2fa”) as a way to enhance the security of your CRM account by adding an extra step to the login process. This article explains how to set up two-factor authentication on your account.

Read more >>
Editing pipeline statuses

This article explains how to edit statuses within your pipeline.

Read more >>
Creating pipeline statuses

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

Read more >>
Setting your default email in LACRM

Learn how to set your default email in LACRM so you can click on an email address to open your email program.

Read more >>
Account ownership

Learn more about LACRM's account ownership policy.

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 >>
Saving your email logging address

This article explains how you can add a contact for your email logging address to your email program to more easily find your logging address.

Read more >>
Saving phone extensions

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

Read more >>
What to do if you've lost your two-factor authentication method

Learn about your login options if you can't get your 2FA code to login.

Read more >>
Calendar settings

You can change your calendar settings using the option under Settings.

Read more >>
Keyboard shortcuts

Less Annoying CRM has keyboard shortcuts that can be used to navigate the CRM without using your mouse.

Read more >>
Using a custom email program with LACRM

We support most common webmail programs such as Gmail, Outlook, and Yahoo, but it's impossible for us to support every single webmail option out there. That's why we let you manually set the correct URL for your webmail program.

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 >>
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 >>
Deleting an entire pipeline

This article explains how you can delete an entire pipeline structure.

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 >>
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 >>
Can I track email clicks in LACRM?

LACRM doesn't handle email directly, and because of that cannot track emails, opens, or clicks.

Read more >>
Notifications

Less Annoying CRM has a variety of situations in which you will receive email notifications from the system by default, but you can always manage what you want to receive.

Read more >>
Creating alerts for CRM emails

It can be easy to miss important stuff in a sea of emails. In this tutorial, we’ll cover how to make your LACRM notification emails stand out in your inbox to make sure you never miss anything important.

Read more >>
Checking your users' 2FA status

​Less Annoying CRM offers two-factor authentication (or “2fa”) as a way to enhance the security of your CRM account by adding an extra step to the login process. If you have multiple users on your account, you might want to make sure that your other users have set up two-factor authentication for additional security.

Read more >>
Changing your email address

Your LACRM email address is what you use to log in to your account, and the email account that receives all notifications and reminders from us.

Read more >>
Locking a user out

Learn how to lock a user out to prevent them from accessing the CRM immediately.

Read more >>
Logging out of your CRM

This article explains how to log out of your LACRM account.

Read more >>
Keeping more than one CRM account open at once

This article explains how you can keep more than one LACRM account open at the same time.

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 >>
Changing your password

This article explains how you can change your password for Less Annoying CRM.

Read more >>
Turning off two-factor authentication

This article explains how you can turn off two-factor authentication when logged into your account. It also explains how an administrator can turn off two-factor authentication for another user on the account.

Read more >>
How can I get my phone to remember my login?

Constantly needing to log back into LACRM on your phone can be quite annoying, here are some ways to avoid that on various smartphones.

Read more >>
Adding a user

Adding accounts for other people at your company is easy, and it will allow you to share contact and calendar information between colleagues inside the CRM.

Read more >>
Deleting a user

With any multi-person company, there will probably be employee turnover eventually. Transitioning the contacts and other activity from a departing employee's CRM account to their new replacement or other existing users can be critical to making that transition as smooth as possible.

Read more >>
Sharing tasks and events with your team

The calendar and task sharing permissions determine which calendars are visible to a user, and whether they can assign items to other user’s calendars.

Read more >>
Sharing contacts with your team

The contact and company sharing permissions determine which names and businesses different users are able to see. Here's how you can set them up.

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 >>
Managing user permissions

When you register a new account, you’ll be prompted to make some choices about that new user's rights and permissions. These options can be changed at any time by an administrator.

Read more >>
Logging emails

Less Annoying CRM uses an email logging feature that allows you to store all your communication with any contact/company in the CRM for posterity.

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 >>
Cancelling an account

Follow these simple instructions to cancel your Less Annoying CRM account.

Read more >>
What happens to my data after I close my account?

After you close your account, we’ll store your data for one calendar year.

Read more >>
Managing pipeline permissions

You can set up permissions to control who on your team can access and use specific pipelines.

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 >>
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 >>
Two-factor authentication

Two-factor authentication (or "2fa") is a way to enhance the security of your CRM account by adding an extra step to the login process.

Read more >>
Reactivating your account

This article explains the options for reopening a Less Annoying CRM account that has been closed.

Read more >>
Using a VOIP phone with LACRM

There are a few different ways that your VOIP system might enable this. Here is a list of VOIP phones that have worked with the CRM’s click-to-call feature in the past.

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 >>
LACRM hours and availability

This article covers accessibility for LACRM around the world, support hours, and language support.

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 >>
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 >>
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 >>
Turning on two-factor authentication

Less Annoying CRM offers two-factor authentication (or “2fa”) as a way to enhance the security of your CRM account by adding an extra step to the login process. This article explains how to set up two-factor authentication on your account.

Read more >>
Editing pipeline statuses

This article explains how to edit statuses within your pipeline.

Read more >>
Creating pipeline statuses

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

Read more >>
Setting your default email in LACRM

Learn how to set your default email in LACRM so you can click on an email address to open your email program.

Read more >>
Account ownership

Learn more about LACRM's account ownership policy.

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 >>
Saving your email logging address

This article explains how you can add a contact for your email logging address to your email program to more easily find your logging address.

Read more >>
Saving phone extensions

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

Read more >>
What to do if you've lost your two-factor authentication method

Learn about your login options if you can't get your 2FA code to login.

Read more >>
Calendar settings

You can change your calendar settings using the option under Settings.

Read more >>
Keyboard shortcuts

Less Annoying CRM has keyboard shortcuts that can be used to navigate the CRM without using your mouse.

Read more >>
Using a custom email program with LACRM

We support most common webmail programs such as Gmail, Outlook, and Yahoo, but it's impossible for us to support every single webmail option out there. That's why we let you manually set the correct URL for your webmail program.

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 >>
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 >>
Deleting an entire pipeline

This article explains how you can delete an entire pipeline structure.

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 >>
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 >>
Can I track email clicks in LACRM?

LACRM doesn't handle email directly, and because of that cannot track emails, opens, or clicks.

Read more >>
Notifications

Less Annoying CRM has a variety of situations in which you will receive email notifications from the system by default, but you can always manage what you want to receive.

Read more >>
Creating alerts for CRM emails

It can be easy to miss important stuff in a sea of emails. In this tutorial, we’ll cover how to make your LACRM notification emails stand out in your inbox to make sure you never miss anything important.

Read more >>
Checking your users' 2FA status

​Less Annoying CRM offers two-factor authentication (or “2fa”) as a way to enhance the security of your CRM account by adding an extra step to the login process. If you have multiple users on your account, you might want to make sure that your other users have set up two-factor authentication for additional security.

Read more >>
Changing your email address

Your LACRM email address is what you use to log in to your account, and the email account that receives all notifications and reminders from us.

Read more >>
Locking a user out

Learn how to lock a user out to prevent them from accessing the CRM immediately.

Read more >>
Logging out of your CRM

This article explains how to log out of your LACRM account.

Read more >>
Keeping more than one CRM account open at once

This article explains how you can keep more than one LACRM account open at the same time.

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 >>
Changing your password

This article explains how you can change your password for Less Annoying CRM.

Read more >>
Turning off two-factor authentication

This article explains how you can turn off two-factor authentication when logged into your account. It also explains how an administrator can turn off two-factor authentication for another user on the account.

Read more >>
How can I get my phone to remember my login?

Constantly needing to log back into LACRM on your phone can be quite annoying, here are some ways to avoid that on various smartphones.

Read more >>