Customizing your account

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.

Learn how to customize a pipeline to fit your workflow.

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’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.

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.

Pipelines are one of the more helpful features of the CRM, but they can also be tricky if you’ve never worked with them before. Below, I’ll cover some basic do’s and don’ts to help get you started.

Groups in Less Annoying CRM can be private or public. Private groups are visible only to the person who created the group, while public groups are visible to everyone on the account.

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.

Groups in Less Annoying CRM can be private or public. Public groups are visible to everyone on the account, while private groups are visible only to the person who created the group.

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 set up text message reminders for events on your calendar in Less Annoying CRM.

At Less Annoying CRM we care about accessibility, and we devote development resources to making sure the CRM is as accessible as possible.

If you run or work for multiple businesses, here are some ways you can keep everything organized in Less Annoying CRM.

This article explains how to edit statuses within your pipeline.

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

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

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

Ideas for color-coding your calendar for different users on your account

Less Annoying CRM comes with free email and phone support, even if you're not a paying customer.

You can upload your company's logo to your LACRM account. Here's how you can format the file to fit.

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

Teams allow you to share groups with specific subsets of your users (you can read more about teams and how to create them here). Here are some tips and three examples to help you structure your teams.

This article explains how to create and use teams to help manage group permissions.

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

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.

This article explains how you can edit Your Workspace.

The page menu is also on the left, just inside the navigation menu and reflects options depending on your current page. You can expand the menus to enlarge them by clicking the double arrow in the lower left, near the bottom corner of the page.

Teams allow you to share groups between certain teams of users. Creating teams helps you organize and manage group sharing permissions — here’s how.

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

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

In most cases, each pipeline is unique with its own specific statuses and custom fields. But sometimes there’s overlap between processes and it can be easier to copy an existing pipeline instead of starting from scratch. Learn how to copy an existing pipeline structure here.