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Resources > Help Documentation
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You can sort your contact list so that your contacts appear in a particular order. Sorting will only change the order in which contacts appear, it ...
You can sort your contact list so that your contacts appear in a particular order. Sorting will only change the order in which contacts appear, it ...
You can sort your contact list so that your contacts appear in a particular order. Sorting will only change the order in which contacts appear, it ...
You can sort your contact list so that your contacts appear in a particular order. Sorting will only change the order in which contacts appear, it ...
Less Annoying CRM has an option to format phone numbers with seven or ten digits in the US domestic format. If that option is turned on, once you s...
Less Annoying CRM integrates directly with Google Contacts, which you can use to bring contacts from your Android phone into the CRM. If you’re log...
While Less Annoying CRM doesn’t have a direct way to save a report, you can bookmark a report in your web browser to save it. The next time you nee...
If you’d like to cancel your account, simply mouse over “Settings” and select “Close account.” On the next page, you can use the button at the...
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 l...
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 l...
We understand that customization is important, and LACRM provides a few options you can use to add custom fields for your unique needs. Those field...
At Less Annoying CRM, we offer free help migrating your contacts into your account. Learn more about what is and isn't included with this helpful service!
Less Annoying CRM has keyboard shortcuts that can be used to navigate the CRM without using your mouse. For example, rather than moving your mouse ...
Simplii is a VoIP service provider, offering web-based phone systems to small businesses. Simplii customers can integrate their VOIP account w...
Less Annoying CRM has a filtering option you can use to find records who are not in a specific group. If you go to the Contact list, you can s...
Less Annoying CRM has a filtering option you can use to find records who are in multiple, specific groups. This filter will use an “AND” option, so...
Less Annoying CRM has a filtering option you can use to find records who are in one of several groups. This filter will use an “OR” option, so you ...
In Less Annoying CRM there are two ways you can pull up a list of records in one particular group. If you mouse over “Contacts” in the left navigat...
While Less Annoying CRM doesn’t integrate directly with any scheduling tools, it is possible to connect a scheduler with LACRM through the Google c...
The Mailchimp integration links a group in LACRM to an audience in Mailchimp, which will automatically sync names and email addresses back and fort...
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, a...
There is a filter you can use to view the contacts and companies assigned to another user in various places in the CRM. In order to use this filter...
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...
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 ...
While the CRM search doesn’t currently allow you to search events, there is a workaround that you may be able to use. This option is different for ...
Resources > Help Documentation
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