# Pro Tips **URL:** https://forum.lessannoyingcrm.com/c/pro-tips/8.md [Latest](https://forum.lessannoyingcrm.com/latest.md) · [Categories](https://forum.lessannoyingcrm.com/categories.md) · [Tags](https://forum.lessannoyingcrm.com/tags.md) --- ## [About the Pro Tips category](https://forum.lessannoyingcrm.com/t/about-the-pro-tips-category/15)
**Author:** [@lacrm.emily](https://forum.lessannoyingcrm.com/u/lacrm.emily)\ **Replies:** 0\ **Last updated:** [September 30, 2025, 4:27pm UTC](https://forum.lessannoyingcrm.com/t/about-the-pro-tips-category/15 "2025-09-30T16:27:11Z")
Share your LACRM tips and tricks! Post workarounds or “hacks” you’ve found for working in LACRM. --- ## [Tips for CRM Spring Cleaning](https://forum.lessannoyingcrm.com/t/tips-for-crm-spring-cleaning/129)
**Author:** [@lacrm.emma](https://forum.lessannoyingcrm.com/u/lacrm.emma)\ **Replies:** 0\ **Last updated:** [May 19, 2026, 1:30pm UTC](https://forum.lessannoyingcrm.com/t/tips-for-crm-spring-cleaning/129 "2026-05-19T13:30:59Z")
Now that spring is in full bloom, it’s a great time to open the windows, let in some fresh air, and clean up your home. Cleaning up your CRM might not come with the same flowers and sunshine, but it does make running you… --- ## [Tips for taking great notes in LACRM!](https://forum.lessannoyingcrm.com/t/tips-for-taking-great-notes-in-lacrm/128)
**Author:** [@lacrm.emma](https://forum.lessannoyingcrm.com/u/lacrm.emma)\ **Replies:** 0\ **Last updated:** [May 19, 2026, 1:29pm UTC](https://forum.lessannoyingcrm.com/t/tips-for-taking-great-notes-in-lacrm/128 "2026-05-19T13:29:41Z")
Taking good notes is a critical part of staying on top of your client relationships. But what makes a good note? Here are six ideas to keep in mind. And comment below with your tips! Use the background info field: Eve… --- ## [List vs. Board View Tips](https://forum.lessannoyingcrm.com/t/list-vs-board-view-tips/125)
**Author:** [@lacrm.emma](https://forum.lessannoyingcrm.com/u/lacrm.emma)\ **Replies:** 0\ **Last updated:** [April 20, 2026, 5:02pm UTC](https://forum.lessannoyingcrm.com/t/list-vs-board-view-tips/125 "2026-04-20T17:02:43Z")
With the launch of board view, you now have two ways to look at your pipelines. But when should you use which? Here’s my breakdown of when each view works best. If you’re a longtime user of list view, you might be wonde… --- ## [Automatic email logging (GMail)](https://forum.lessannoyingcrm.com/t/automatic-email-logging-gmail/124)
**Author:** [@juicyconsciousliving](https://forum.lessannoyingcrm.com/u/juicyconsciousliving)\ **Replies:** 3\ **Last updated:** [April 9, 2026, 6:00pm UTC](https://forum.lessannoyingcrm.com/t/automatic-email-logging-gmail/124 "2026-04-09T18:00:59Z")
Hello! I just sent a bulk email to 47 people using BCC in Gmail without realizing it wasn’t going to log this activity in the CRM. I’ll go back and forward them individually now. Does anyone have any workarounds for auto… --- ## [Share your best customer services tips!](https://forum.lessannoyingcrm.com/t/share-your-best-customer-services-tips/64)
**Author:** [@lacrm.emma](https://forum.lessannoyingcrm.com/u/lacrm.emma)\ **Replies:** 8\ **Last updated:** [March 7, 2026, 3:25pm UTC](https://forum.lessannoyingcrm.com/t/share-your-best-customer-services-tips/64 "2026-03-07T15:25:34Z")
One of the benefits of being a small business owner or a solopreneur is you can offer more personalized customer service than a giant corporation. I’d love to hear some ways you’ve made your work with clients and custome… --- ## [Why Pomodoro works for busy entrepreneurs](https://forum.lessannoyingcrm.com/t/why-pomodoro-works-for-busy-entrepreneurs/81)
**Author:** [@lacrm.emma](https://forum.lessannoyingcrm.com/u/lacrm.emma)\ **Replies:** 0\ **Last updated:** [December 2, 2025, 2:04pm UTC](https://forum.lessannoyingcrm.com/t/why-pomodoro-works-for-busy-entrepreneurs/81 "2025-12-02T14:04:53Z")
As small business owners and solopreneurs, I know you are busy. You also are probably wearing multiple hats. You might be CEO, head of marketing, head of design, head of customer service, and more all rolled into one! Wi… --- ## [Make information "pop" on a profile by color-coding a custom field](https://forum.lessannoyingcrm.com/t/make-information-pop-on-a-profile-by-color-coding-a-custom-field/35)
**Author:** [@lacrm.eunice](https://forum.lessannoyingcrm.com/u/lacrm.eunice)\ **Replies:** 4\ **Last updated:** [October 29, 2025, 5:59pm UTC](https://forum.lessannoyingcrm.com/t/make-information-pop-on-a-profile-by-color-coding-a-custom-field/35 "2025-10-29T17:59:13Z")
LACRM user Donald asked our team: When bringing up a contact I would like to have a pop up window for very important must have info on that contact. Example, I book travel and some of my clients have “special needs” su… --- ## [Custom Field: Source](https://forum.lessannoyingcrm.com/t/custom-field-source/41)
**Author:** [@CaptainTime](https://forum.lessannoyingcrm.com/u/CaptainTime)\ **Replies:** 1\ **Last updated:** [October 22, 2025, 2:18pm UTC](https://forum.lessannoyingcrm.com/t/custom-field-source/41 "2025-10-22T14:18:41Z")
I created a custom field called Source with a pull down menu for choices like: Chamber of Commerce Grand Connection Introduction LinkedIn Reddit Website This makes it easier for me to see where my best leads and custo… --- ## [Hit Alt + Shift + 3 on your keyboard to add a contact quickly](https://forum.lessannoyingcrm.com/t/hit-alt-shift-3-on-your-keyboard-to-add-a-contact-quickly/27)
**Author:** [@lacrm.eunice](https://forum.lessannoyingcrm.com/u/lacrm.eunice)\ **Replies:** 2\ **Last updated:** [October 21, 2025, 6:25pm UTC](https://forum.lessannoyingcrm.com/t/hit-alt-shift-3-on-your-keyboard-to-add-a-contact-quickly/27 "2025-10-21T18:25:07Z")
LACRM user Janice asked our team: I add contacts manually to my CRM when I get new leads. Sometimes when I’m going through a list of names, I need to add a contact one after the other. Is there a way for an “Add anothe… --- ## [Add a file to your LACRM note by linking to it](https://forum.lessannoyingcrm.com/t/add-a-file-to-your-lacrm-note-by-linking-to-it/17)
**Author:** [@lacrm.eunice](https://forum.lessannoyingcrm.com/u/lacrm.eunice)\ **Replies:** 2\ **Last updated:** [October 21, 2025, 5:34pm UTC](https://forum.lessannoyingcrm.com/t/add-a-file-to-your-lacrm-note-by-linking-to-it/17 "2025-10-21T17:34:27Z")
LACRM user Keith asked our team: Can you please tell me if it is somehow possible, to have a link from a note in the history panel to a file saved in the attachments panel. Thank you. What Keith wanted to do was ente… --- ## [Case study: How to use Zapier to Manage Bookings](https://forum.lessannoyingcrm.com/t/case-study-how-to-use-zapier-to-manage-bookings/23)
**Author:** [@lacrm.eunice](https://forum.lessannoyingcrm.com/u/lacrm.eunice)\ **Replies:** 0\ **Last updated:** [October 16, 2025, 9:29pm UTC](https://forum.lessannoyingcrm.com/t/case-study-how-to-use-zapier-to-manage-bookings/23 "2025-10-16T21:29:13Z")
Less Annoying CRM user Elias Ashooh (who works with HMCNH) uses Zapier with LACRM to automate his appointment booking process so that he doesn’t have to spend all day re-entering data in different systems. Here’s what h…