Custom fields

Pipeline statuses tell you what step a person is within a process, but in a lot of cases, you just need more detail than that! For those situations, Less Annoying CRM has custom pipeline 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.

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.

This article explains how to edit custom contact fields within LACRM.

This article explains how to edit custom pipeline fields within LACRM.

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

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

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.

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.

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 criteria.

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 want to pull up contacts from a particular source.

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

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

While a single pipeline item can’t be directly linked to multiple contacts, you can use a contact link field to connect multiple contacts to the same pipeline item.

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

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

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

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

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

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.

Select which custom fields you'd like to show up on your pipeline badge.