Calendar

Learn how to create tasks to track to-dos and other follow ups.

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.

Learn how to create an event to track appointments and meetings.

Learn how to edit existing events.

This tutorial will cover how to enter, find, and use birthday data in LACRM.

The main difference between an event and a task is that an event is a blocked-off period of time on your calendar, whereas a to-do is just an item on a checklist with a specific due date.

You can sync a Google calendar to LACRM on the Integrations page under the Settings tab. You'll want to select the option "Connect your calendar" to get started.

We integrate directly with Google Calendar and Outlook Calendar. However, in many cases it is possible to sync an alternate calendar system to Google/Outlook, which can then sync over to LACRM.

Our Outlook Calendar sync allows you to seamlessly sync your events in LACRM and Outlook automatically. Here's how to set it up.

Less Annoying CRM allows you to create different color-coded calendars. You can categorize your tasks and events into these different calendars.

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.

Entering an event with a time on a limited sharing calendar will show as a “Busy” event so other users know you’re unavailable, but all-day events behave a bit differently here.

You can always view other users’ calendars by going to your calendar and toggling the check boxes next to the names of the other users at your company.

Learn more about the different types of events you can create in LACRM.

At this time, Less Annoying CRM only integrates directly with Google calendar. However, in most cases it is possible to sync your iPhone calendar to Google calendar.

Less Annoying CRM has a filtering option to see only contacts that don’t have a task or event attached to them.

This article explains how you can set up text message reminders for events on your calendar in Less Annoying CRM.

LACRM doesn’t send event invites directly, but you can send out event invites using Google Calendar or Outlook Calendar.

While LACRM doesn't have a way to color code individual events, you can set up color coding using additional calendars.

With Less Annoying CRM, you can use additional calendars to organize your tasks and events.

Learn how to find a list of activity in your CRM account, and filter the activity as needed for different reports.

Many scheduling systems sync with Google calendar or Outlook calendar, and both Google and Outlook calendar in turn sync with Less Annoying CRM! Using these integrations, you can make sure that new appointments show up on your LACRM calendar.

The Less Annoying CRM team can help restore data that's been accidentally deleted back to your account.

Less Annoying CRM only syncs directly with Google Calendar. While Google Calendar can also sync with iCal so that you can view your Google (and LACRM events) on your Apple devices, Google does not automatically pull events from your iCloud sub-calendars into LACRM.

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.

Since LACRM has customers all over the world, we don’t include a default calendar of events. However, you can import national holidays and other important events into your LACRM calendar via our Google Calendar integration!

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

This article explains how you can change the view on the calendar.

Learn how to delete an event from your LACRM calendar.

Learn how to find a list of your tasks in LACRM.

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.

This article explains the options for syncing your phone's calendar with LACRM.

This article explains how to delete a task from your CRM.

This article explains how you can sync both your Google calendar and Outlook calendar with LACRM.

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

Learn how to integrate a calendar with LACRM to bring your events in.

Calforce, a third-party developer, has built an integration to sync bookings from Calendly to LACRM. Here's how it works.