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Help and Training Resources > Contacts and Companies

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Contacts and Companies

Here are some articles about Contacts and Companies:

How do companies and contacts interact? What is the difference?

How can I import my contacts?

How to create custom contact and company fields

Prevent and Fix Duplicate Contacts and Companies

What's the difference between custom contact and pipeline fields?

Log Email Communication with a Contact or a Company

Viewing Another User's Contacts

Importing Data to Contact and Company Records

How to Search for Contacts' Birthdays

How do I find contacts that are not assigned to any group?

How to Find Contacts That Don't Have Any Tasks or Events

Can I upload files?

Printing Contact or Company Records

Deleting Contacts and Companies

Contact Relationships

How to prepare for Mail-Merging Letters, Envelopes, and Labels

Can I import contacts from my business card scanner?

Exporting Your Contacts Out of Another CRM

Assigning Contacts and Leads to Different Users

How to Reassign and Group Contacts in Bulk

Importing your contacts from Outlook

How do I sync with Google Contacts?

How many contacts and companies can I have in my CRM?

Automatically Log All Outgoing Emails Using Gmail in Google Chrome

How can I transfer my Mac Contacts to Less Annoying CRM?

How do I sync my iPhone, iPad, or iCloud contacts with the CRM?

Google Contacts Resources

Tools to help you auto-BCC emails to the CRM

How often can I back up my data?

I made a mistake when importing my contacts. How can I fix it?

What is the difference between custom contact and company fields?

How can I organize all of the contacts I just imported?

How to adjust custom date fields on the calendar

How to delete a contact or company

How to format a spreadsheet for an import

How to merge a contact or company

How to search for contacts or companies in one city

How to search for contacts or companies in one zip code

How to find contacts with email addresses

How to find contacts or companies that are not in a pipeline

How to add an import to a group

How to email a contact from the CRM

How to set the primary email in your email program

How to merge duplicate records in bulk

How to find contacts turning a certain age

How to change the size of the navigation menu

How to manage spouses/partners

Disabling your browser's autofill settings

Creating a shortcut to LACRM on your computer

How to log incoming emails to the CRM

How to reorder contact/company fields

Is Less Annoying CRM cloud-based? How can I access the CRM?

How to search notes using the Activity report

How to search for events

How to filter by a custom contact/company field

How to filter data by user

How do I find records in one specific group?

How do I find records in one of several groups?

How do I find records in multiple, specific groups?

How do I find records that are not in a specific group?

Keyboard shortcuts

What's included when requesting that LACRM run an import

What type of custom field should I use?

How do I save a report?

How do I sync my Android contacts with LACRM?

How do I turn phone number formatting on or off?

How do I sort my contacts alphabetically by last name?

How do I sort my contacts by when they were added?

How do I sort my contacts by when they were updated?

How do I sort my contacts by location?

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Help and Training Resources

Beginner's Guide

Beginner's Guide for Non-Administrators YouTube Video Playlist Beginner's Guide for Administrators YouTube Video Playlist

Security Center

Go to the security center
Technical Security
Privacy and non-technical security
Backups and Reliability
GDPR (EU Regulation)

Frequently Asked Questions

How much does Less Annoying CRM cost?
Do you have an app?
Can I sync my Google, Outlook, iCal, or other calendar with LACRM?
How can I import my contacts?
View all Frequently Asked Questions articles

Account Management

Add Other Users to Your Account
Contact and Company Sharing: Choosing the Right Setup for Your Team
Calendar and Task Sharing: Choosing the Right Setup for your Team
Assigning Contacts and Leads to Different Users
View all Account Management articles

Billing and Pricing

How much does Less Annoying CRM cost?
What do I get for $15 per month?
Are there any discounts for advanced payments or volume licensing?
What happens when my free trial ends?
View all Billing and Pricing articles

Contacts and Companies

How do companies and contacts interact? What is the difference?
How can I import my contacts?
How to create custom contact and company fields
Prevent and Fix Duplicate Contacts and Companies
View all Contacts and Companies articles

Pipelines

What the heck is a pipeline?
Using Groups vs. Using Pipelines
Adding a Contact or Company to Your Pipeline
Using the Pipeline Report
View all Pipelines articles

The Calendar

Events vs. Tasks
How do tasks work?
Change Your Calendar's Time Zone and Settings
Google Calendar Resources
View all The Calendar articles

Groups

Using Groups vs. Using Pipelines
How can I send emails to groups of people?
How to Create Groups
How to Edit Your Existing Groups
View all Groups articles

Integrations

Integrations
Google Calendar Resources
Google Contacts Resources
Mailchimp Resources
View all Integrations articles

API

API/Getting Started
API/Example Code (PHP)
API/Function Definitions
API/Other Information and FAQs