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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.

Contact and Company Sharing: Choosing the Right Setup for 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.

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Calendar and Task Sharing: Choosing the Right Setup for 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.

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Removing an Existing User from Your Account

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.

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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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Managing Sharing Permissions for Other Users

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.

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Log Email Communication with a Contact or a Company

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.

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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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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 my data after I close my account?

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

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What is two-factor authentication and how does it work?

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.

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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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Which VOIP phones work with our click-to-call feature?

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.

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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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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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How to email 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.

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How to turn 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.

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How to merge 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.

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How to add a contact for your logging address to your email program

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.

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How to save phone extensions

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

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How can I keep two or more CRM accounts open at once?

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

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Can I use LACRM if I'm not in the US?

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

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How to delete an entire pipeline

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

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How to delete a field

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

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How do I change my password?

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

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How To Use LACRM’s Settings To Save More Leads

Never Let Another Lead Slip Through The Cracks With Reminders And Notifications

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How to use a webmail program that we don't already support

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.

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How to make sure you never lose track of your CRM notification 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.

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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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How does cancellation work? Can I suspend my account?

You can cancel or suspend your account for one calendar year before we purge it from our servers. You can close the account from this page if needed.

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Automatically log all outgoing emails using Gmail in Google Chrome

Now, thanks to an extension in Google Chrome for Gmail, you can automatically log outgoing emails if you use both Gmail and Google Chrome.

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Keyboard shortcuts

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

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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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How to check if your users have 2fa turned on

​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.

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How do I turn phone number formatting on or off?

​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.

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How to change your email address in LACRM

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.

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