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Adding accounts for other people at your company is easy, and it will allow you to share contact and calendar information between colleagues inside the CRM.

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.

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.

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.

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.

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.

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.

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.

Follow these simple instructions to cancel your Less Annoying CRM account.

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

You can set up permissions to control who on your team can access and use specific pipelines.

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.

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.

This article explains the options for reopening a Less Annoying CRM account that has been closed.

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.

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.

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

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.

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.

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

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.

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 how to set your default email in LACRM so you can click on an email address to open your email program.

Learn more about LACRM's account ownership policy.

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.

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.

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

Learn about your login options if you can't get your 2FA code to login.

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

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

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.

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

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.

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

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.

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.

LACRM doesn't handle email directly, and because of that cannot track emails, opens, or clicks.

Less Annoying CRM has a variety of situations in which you will receive email notifications from the system by default, but you can always manage what you want to receive.

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.

​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.

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.

Learn how to lock a user out to prevent them from accessing the CRM immediately.

This article explains how to log out of your LACRM account.

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

​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.

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

This article explains how you can turn off two-factor authentication when logged into your account. It also explains how an administrator can turn off two-factor authentication for another user on the account.

Constantly needing to log back into LACRM on your phone can be quite annoying, here are some ways to avoid that on various smartphones.

Learn how to find your IMAP information based on your email program to connect your email account with LACRM.