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Contacts and Companies
☰ Help and Training Resources
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?
Can't find what you're looking for?
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Help and Training Resources
Beginner's Guide
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Beginner's Guide for Non-Administrators YouTube Video Playlist
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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
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API/Getting Started
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API/Function Definitions
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API/Other Information and FAQs