Contacts and companies

Learn more about saving and exporting notes.

Less Annoying CRM handles companies and contacts in a different way than some other CRMs. In LACRM, companies and contacts are nearly identical in terms of functionality.

While Less Annoying CRM does not have a direct integration with any business card scanners, there are a few options to import contacts from a card scanner.

Learn how to create new contact and company records in Less Annoying CRM.

Sometimes you just need to export a smaller list of contacts from your CRM. Learn how to export a subset of data from LACRM here.

This article explains how you can group contacts and reassign them in bulk to transition contacts from one user to another.

Learn how to delete contacts from LACRM in bulk.

This article explains how to edit a contact in Less Annoying CRM to add additional details.

This tutorial will cover how to enter, find, and use birthday data in LACRM.

To migrate your Outlook contacts over to Less Annoying CRM, you'll first need to export that data to a CSV file, which can then be imported into your CRM account.

Learn how to star your most important contacts in LACRM.

You can delete a contact or company directly from their record, via the Actions menu on the left.

This article describes how you can filter to view only contacts, or only companies.

Less Annoying CRM has a filtering option to find contacts that are not assigned to any group.

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

With Less Annoying CRM, you'll be warned when entering a single contact that matches an existing contact's information, and you can quickly find and merge all duplicate contacts together so that you can keep all the information you've entered.

This article explains how to link an existing contact to a company in Less Annoying CRM.

Here at Less Annoying CRM we know that your data is very valuable to you, and we want to make sure you can get your data out of the CRM if you want to. Here's how to export your information.

You can sync Google contacts to LACRM through your Integrations page, which is in the menu under Settings in the navigation bar.

There is a filter you can use to view the contacts and companies assigned to another user in the CRM.

Less Annoying CRM has a filtering option to see only contacts that don’t have a task or event attached to them.

We don’t place any strict limits on the number of contacts and companies you can enter into Less Annoying CRM, but a good rule of thumb is to try to stay below 50,000 total.

Learn more about the differences between custom contacts fields and groups.

Learn how to upload profile photos to contact and company records.

Learn how to sort your contact list by a selected field.

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.

Learn how to assign contacts from one user to another in bulk.

Learn how to print out a list of contacts from Less Annoying CRM.

This article explains how to add contacts to multiple groups based on imported data.

Move through your lists of records easily and efficiently with our contact sidebar.

Learn how to quickly format your notes by using keyboard shortcuts and markdown

This article explains how you can find contacts with email addresses.

This article explains how to delete a pipeline item from a contact or company.

Learn more about the different ways you can filter your contacts and pipeline in LACRM.

Learn how to sort contacts by birthday.

This article explains how you can track inactive clients in Less Annoying CRM.

Learn how to filter your contact list to view only contacts with or without an attached pipeline item.

Learn how to copy data from a company to save it on a linked contact.

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.

Learn how to move a pipeline item from one contact record to another.

Learn how to export one group of contacts out of LACRM to a spreadsheet.

Learn how to assign a single company, and its associated contacts, to another user.

Learn how to edit pipeline items to update saved field values in bulk.

Learn how to create custom form sections to help segment your fields.

Learn how to track franchises or companies that share the same name separately in LACRM.

Learn how to apply multiple filters on top of each other to narrow the results of a given list.

Learn how to remove multiple contacts from a group at once.

This article explains how you can sort your contact list alphabetically by last name, to change the order in which contacts appear.

This article explains how you can find contacts that don't have certain details, like an email or phone number.

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

Mail merges can be used for any letter campaign you might send, including engaging customers, sending out deals, asking for fundraising, etc.

Learn how to track contacts who move from one company to another.

This article explains how you can sync your Android contacts to LACRM using Google contacts.

This article explains how you can sort your contact list based on when the contact was created.

This article explains how you can filter to find contacts that haven't been updated recently.

This article explains how you can remove added filters in Less Annoying CRM.

Sometimes a contact changes jobs and moves from one company to another. Learn how you can disconnect a contact from their original company and connect them to another.

Having trouble finding company history? Learn a few steps you can take to find it.

Learn how to find a list of activity in your CRM account, and filter the activity as needed for different reports.

The Less Annoying CRM team can help restore data that's been accidentally deleted back to your account.

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

You can merge two contacts or two companies to combine duplicate records via the 'Actions' menu on the records themselves.

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

Having trouble assigning a contact to another user? Here are a few things to look for that might prevent you from assigning a contact to another user.

Less Annoying CRM has a filtering option to find contacts with a particular birthday.

You can print a single contact or company from LACRM via your page menu on the left.

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.

LACRM allows you to track your contacts in the CRM, but if you frequently work with spouses or partners there are a couple of ways you can manage that data.

Learn how to create multiple contacts at the same company.

If you work with franchises, parent companies, or companies with multiple locations, there are a few ways that you can track those relationships between companies. The best option will depend on how you deal with each company, and how many companies you have with these types of connections.

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.

This article explains how you can track contacts who work for more than one company in LACRM.

Learn how to pin a note to the top of your contact's history.

Learn more about the difference between contact records and leads in LACRM.

Learn more about the difference between custom file fields and uploading files to a contact directly.

If you finish your import and realize that you’ve made a mistake, the best option is to undo it right away, before you’ve done any work with the data in the CRM.

You can always filter to see a list of your contacts or companies in a specific city (or any address field). Here's how to run that filter.

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

In Less Annoying CRM, you can customize the fields that appear on a contact or company record, as well as the order in which fields appear.

If you're entering a note about something that occurred in the past, you can change the date and timestamp of that note to reflect its actual completion date.

Whether that’s to celebrate a milestone birthday, or to alert them to new benefits, you can use two filters to pull up contacts who are reaching a certain age in a given month.

You can use a filter to pull up all of the contacts and companies that are not in a pipeline. Here's how.

We've provided the following compendium of resources on exporting out of other CRM systems, listed by provider.

While LACRM doesn’t have a back and forth sync with any mapping programs, there is a third-party Chrome extension that will allow you to map your leads in LACRM.

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.

​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.

If you’re a manager or a member of a collaborative team, you can reassign a contact or company to another user.

With Less Annoying CRM, your data always belongs to you, and there are no limits on how often you can export your own backups.

Learn how to filter your CRM to see contacts created on, before, or after a certain date.

You can use a filter to pull up all of the contacts and companies in a single zip code. Here's how.

This article explains how you can minimize sections under Attached items on a contact record

Learn how to duplicate an existing contact or company to copy data from one record to a new one.

Learn more about what happens if you import data that overlaps with your existing CRM data.

Learn how to edit update field values on contacts in bulk.

Learn how to create tasks in bulk.

Learn how to add contacts to a pipeline in bulk.

Learn how to save notes in bulk on your contacts and pipelines here.

A form is ready to collect submissions once you share it publicly. Here's how to share a form.

This article explains how you can sort your contact based on address details.

This article explains how to sort your contacts based on the last updated date.