# Latest **URL:** https://forum.lessannoyingcrm.com/latest.md [Latest](https://forum.lessannoyingcrm.com/latest.md) · [Categories](https://forum.lessannoyingcrm.com/categories.md) · [Tags](https://forum.lessannoyingcrm.com/tags.md) --- ## [Welcome to Less Annoying CRM! 👋](https://forum.lessannoyingcrm.com/t/welcome-to-less-annoying-crm/5)
**Author:** [@system](https://forum.lessannoyingcrm.com/u/system)\ **Replies:** 0\ **Last updated:** [September 29, 2025, 5:49pm UTC](https://forum.lessannoyingcrm.com/t/welcome-to-less-annoying-crm/5 "2025-09-29T17:49:24Z")
We’re so glad you’ve joined us! Here are some things you can do to get started: :speaking\_head: Introduce yourself by adding your picture and information about yourself and your interests to your profile. What are you h… --- ## [Saved views + navigation changes](https://forum.lessannoyingcrm.com/t/saved-views-navigation-changes/133)
**Author:** [@tyler](https://forum.lessannoyingcrm.com/u/tyler)\ **Replies:** 12\ **Last updated:** [October 12, 2026, 11:07pm UTC](https://forum.lessannoyingcrm.com/t/saved-views-navigation-changes/133 "2026-10-12T23:07:49Z")
I’ve mentioned in previous posts that this year, our focus is on simplicity. We’ve been adding features for so long that it’s time to push pause on new features, and instead make the ones we’ve already got even easier to… --- ## [Filtering contacts](https://forum.lessannoyingcrm.com/t/filtering-contacts/126)
**Author:** [@CDP](https://forum.lessannoyingcrm.com/u/CDP)\ **Replies:** 5\ **Last updated:** [September 16, 2026, 3:49pm UTC](https://forum.lessannoyingcrm.com/t/filtering-contacts/126 "2026-09-16T15:49:33Z")
In contacts view, in top right area I can sort by earliest to latest etc. I can also add a filter to only show contacts from a certain group. Is there any way of saving the applied filter and sort order for easy retriev… --- ## [Does the LACRM have data centres in the UK?](https://forum.lessannoyingcrm.com/t/does-the-lacrm-have-data-centres-in-the-uk/142)
**Author:** [@AntonyIllingworth](https://forum.lessannoyingcrm.com/u/AntonyIllingworth)\ **Replies:** 4\ **Last updated:** [September 8, 2026, 7:15pm UTC](https://forum.lessannoyingcrm.com/t/does-the-lacrm-have-data-centres-in-the-uk/142 "2026-09-08T19:15:34Z")
I have had a few people ask me if the LACRM has data centres in the UK. This latest question came from a Mortgage Broker, saying… “The systems I use have to be uk based for data protection” I assume they are governed … --- ## [Allowing AI to get clever with CRM data](https://forum.lessannoyingcrm.com/t/allowing-ai-to-get-clever-with-crm-data/134)
**Author:** [@intista](https://forum.lessannoyingcrm.com/u/intista)\ **Replies:** 5\ **Last updated:** [August 20, 2026, 2:01pm UTC](https://forum.lessannoyingcrm.com/t/allowing-ai-to-get-clever-with-crm-data/134 "2026-08-20T14:01:45Z")
I use Zapier to write data to my CRM, which has added much greater value to my CRM data since the days of MailChimp integration. I recently discovered Zapier’s MCP, which allows me to ask my AI questions based on data i… --- ## ["Come from a place of service": Affiliate spotlight on Wanda Allen](https://forum.lessannoyingcrm.com/t/come-from-a-place-of-service-affiliate-spotlight-on-wanda-allen/135)
**Author:** [@lacrm.emma](https://forum.lessannoyingcrm.com/u/lacrm.emma)\ **Replies:** 0\ **Last updated:** [August 13, 2026, 6:46pm UTC](https://forum.lessannoyingcrm.com/t/come-from-a-place-of-service-affiliate-spotlight-on-wanda-allen/135 "2026-08-13T18:46:40Z")
Ever thought about joining our affiliate program but felt unsure about “selling”? You’re not alone, and you don’t have to be a salesperson to do it well. I recently sat down with Wanda Allen, one of our longest-standing… --- ## [Custom Dashboard Items Possible?](https://forum.lessannoyingcrm.com/t/custom-dashboard-items-possible/45)
**Author:** [@jamiecoyne](https://forum.lessannoyingcrm.com/u/jamiecoyne)\ **Replies:** 8\ **Last updated:** [July 29, 2026, 8:10pm UTC](https://forum.lessannoyingcrm.com/t/custom-dashboard-items-possible/45 "2026-07-29T20:10:01Z")
Wondering if it is or would ever be possible to add a widget to the LaCRM dashboard to display data via the API from Google Sheets or Looker Studio for example. I have it currently doing a dashboard for me. --- ## [Zapier FindContact now can search by phone?](https://forum.lessannoyingcrm.com/t/zapier-findcontact-now-can-search-by-phone/132)
**Author:** [@tbridgman](https://forum.lessannoyingcrm.com/u/tbridgman)\ **Replies:** 1\ **Last updated:** [July 15, 2026, 6:24pm UTC](https://forum.lessannoyingcrm.com/t/zapier-findcontact-now-can-search-by-phone/132 "2026-07-15T18:24:24Z")
This wasn’t originally the case, as I had to use a Zapier API request call to search by phone, so thank you for adding it! However, I never saw any announcement of the change - I stumbled across it when ChatGPT told me … --- ## [Mid-year check-in: how are those 2026 business resolutions going?](https://forum.lessannoyingcrm.com/t/mid-year-check-in-how-are-those-2026-business-resolutions-going/131)
**Author:** [@lacrm.emma](https://forum.lessannoyingcrm.com/u/lacrm.emma)\ **Replies:** 0\ **Last updated:** [June 15, 2026, 10:30pm UTC](https://forum.lessannoyingcrm.com/t/mid-year-check-in-how-are-those-2026-business-resolutions-going/131 "2026-06-15T22:30:51Z")
Hard to believe, but we’re almost halfway through 2026! Back in January, we talked about your business resolutions for the year, so this feels like a good time to check in. How’s it going? What’s on track, and what slip… --- ## [Hidden Frog Reveal](https://forum.lessannoyingcrm.com/t/hidden-frog-reveal/130)
**Author:** [@lacrm.emma](https://forum.lessannoyingcrm.com/u/lacrm.emma)\ **Replies:** 0\ **Last updated:** [May 19, 2026, 1:36pm UTC](https://forum.lessannoyingcrm.com/t/hidden-frog-reveal/130 "2026-05-19T13:36:57Z")
Drumroll, please. Our sneaky little frog emoji was hiding behind the “jump to today” button on the calendar—hover over it for a few seconds and you’ll spot him. :frog: A huge thank you to everyone who joined the hunt… --- ## [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… --- ## [How we're simplifying the navigation in LACRM](https://forum.lessannoyingcrm.com/t/how-were-simplifying-the-navigation-in-lacrm/127)
**Author:** [@tyler](https://forum.lessannoyingcrm.com/u/tyler)\ **Replies:** 2\ **Last updated:** [May 7, 2026, 2:10pm UTC](https://forum.lessannoyingcrm.com/t/how-were-simplifying-the-navigation-in-lacrm/127 "2026-05-07T14:10:10Z")
We’re working on the first of four “simplicity” projects for 2026. This video walks through what we’ve done so far, and what’s coming up next: --- ## [Three new features: Workspace tasks, contact sidebar, and undo merges](https://forum.lessannoyingcrm.com/t/three-new-features-workspace-tasks-contact-sidebar-and-undo-merges/123)
**Author:** [@tyler](https://forum.lessannoyingcrm.com/u/tyler)\ **Replies:** 7\ **Last updated:** [May 6, 2026, 6:10pm UTC](https://forum.lessannoyingcrm.com/t/three-new-features-workspace-tasks-contact-sidebar-and-undo-merges/123 "2026-05-06T18:10:07Z")
We recently launched three small quality-of-life improvements. Here’s a video explaining them all! --- ## [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… --- ## [New feature: Automations](https://forum.lessannoyingcrm.com/t/new-feature-automations/87)
**Author:** [@tyler](https://forum.lessannoyingcrm.com/u/tyler)\ **Replies:** 20\ **Last updated:** [April 9, 2026, 9:03pm UTC](https://forum.lessannoyingcrm.com/t/new-feature-automations/87 "2026-04-09T21:03:51Z")
Hey everyone! I’m excited to share that we just launched our new automations feature. Check out this video for an overview of how it works, and let us know if you have any questions! --- ## [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… --- ## [What is the affiliate program?](https://forum.lessannoyingcrm.com/t/what-is-the-affiliate-program/122)
**Author:** [@lacrm.emma](https://forum.lessannoyingcrm.com/u/lacrm.emma)\ **Replies:** 0\ **Last updated:** [April 7, 2026, 9:25pm UTC](https://forum.lessannoyingcrm.com/t/what-is-the-affiliate-program/122 "2026-04-07T21:25:46Z")
The Less Annoying CRM Affiliate Program is a way for you to earn money by referring new customers to LACRM. When someone signs up using your unique referral link, you earn a commission for as long as they remain a paying… --- ## [Handy Affiliate Links](https://forum.lessannoyingcrm.com/t/handy-affiliate-links/121)
**Author:** [@lacrm.emma](https://forum.lessannoyingcrm.com/u/lacrm.emma)\ **Replies:** 0\ **Last updated:** [April 7, 2026, 9:19pm UTC](https://forum.lessannoyingcrm.com/t/handy-affiliate-links/121 "2026-04-07T21:19:29Z")
Forgot how to access your affiliate dashboard? No problem! Here are some quick links you’ll want to bookmark: Your affiliate dashboard: Log in here to find your custom LACRM referral link, check your affiliate earning… --- ## [What are our developers working on all day?](https://forum.lessannoyingcrm.com/t/what-are-our-developers-working-on-all-day/114)
**Author:** [@tyler](https://forum.lessannoyingcrm.com/u/tyler)\ **Replies:** 2\ **Last updated:** [March 31, 2026, 4:36pm UTC](https://forum.lessannoyingcrm.com/t/what-are-our-developers-working-on-all-day/114 "2026-03-31T16:36:48Z")
Software is a critical part of our lives. We all use different software tools day in and day out, but most people don’t have a good sense of how software is actually made and maintained. I thought I’d share a little bit … --- ## [How are you using QuickBooks alongside LACRM?](https://forum.lessannoyingcrm.com/t/how-are-you-using-quickbooks-alongside-lacrm/113)
**Author:** [@mavram](https://forum.lessannoyingcrm.com/u/mavram)\ **Replies:** 2\ **Last updated:** [March 26, 2026, 7:32pm UTC](https://forum.lessannoyingcrm.com/t/how-are-you-using-quickbooks-alongside-lacrm/113 "2026-03-26T19:32:45Z")
For those using (or want to use) both LACRM and QuickBooks together: How are you managing the overlap today? Anything you wish was easier or more connected between the two? --- ## [New beta test: Board layout](https://forum.lessannoyingcrm.com/t/new-beta-test-board-layout/108)
**Author:** [@tyler](https://forum.lessannoyingcrm.com/u/tyler)\ **Replies:** 2\ **Last updated:** [March 24, 2026, 8:08pm UTC](https://forum.lessannoyingcrm.com/t/new-beta-test-board-layout/108 "2026-03-24T20:08:05Z")
Big news! We just opened up the new pipeline report “board layout” feature for beta testing. If you’re interested in trying the latest and greatest new feature, give it a shot! Here’s a video walking you through everyth… --- ## [New: Mobile App!](https://forum.lessannoyingcrm.com/t/new-mobile-app/112)
**Author:** [@tyler](https://forum.lessannoyingcrm.com/u/tyler)\ **Replies:** 2\ **Last updated:** [March 17, 2026, 8:46pm UTC](https://forum.lessannoyingcrm.com/t/new-mobile-app/112 "2026-03-17T20:46:57Z")
We’re starting to roll out another big feature: The LACRM mobile app! Here’s a video explaining what we’ve already got, and what’s still to come… --- ## [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… --- ## [10+ Improvements made in one week](https://forum.lessannoyingcrm.com/t/10-improvements-made-in-one-week/105)
**Author:** [@tyler](https://forum.lessannoyingcrm.com/u/tyler)\ **Replies:** 13\ **Last updated:** [March 7, 2026, 2:45pm UTC](https://forum.lessannoyingcrm.com/t/10-improvements-made-in-one-week/105 "2026-03-07T14:45:40Z")
Hey all! We just finished up “AI Week” and we build a ton of small improvements customers have been asking for. Here’s a video walking through everything we did: --- ## [Pipeline small improvement requests](https://forum.lessannoyingcrm.com/t/pipeline-small-improvement-requests/106)
**Author:** [@intista](https://forum.lessannoyingcrm.com/u/intista)\ **Replies:** 8\ **Last updated:** [March 3, 2026, 2:13pm UTC](https://forum.lessannoyingcrm.com/t/pipeline-small-improvement-requests/106 "2026-03-03T14:13:56Z")
As 2026 will be the Year of Making LACRM Easier, I have a couple of suggestions for pipelines Be able to associate an email or note etc. with a pipeline. I’ve realized that sales pipelines are better associated with t… --- ## [Cleaning up/Hiding Old Pipelines](https://forum.lessannoyingcrm.com/t/cleaning-up-hiding-old-pipelines/91)
**Author:** [@tbridgman](https://forum.lessannoyingcrm.com/u/tbridgman)\ **Replies:** 3\ **Last updated:** [February 23, 2026, 2:02pm UTC](https://forum.lessannoyingcrm.com/t/cleaning-up-hiding-old-pipelines/91 "2026-02-23T14:02:25Z")
I’ve been using LACRM since 2020, and we use pipelines for a lot of things, to the point where they’re causing clutter. Being able to collapse them is helpful, and being able to “fly-over” and interact with the pipeline… --- ## [Expanded Automation Thoughts](https://forum.lessannoyingcrm.com/t/expanded-automation-thoughts/95)
**Author:** [@tbridgman](https://forum.lessannoyingcrm.com/u/tbridgman)\ **Replies:** 9\ **Last updated:** [February 20, 2026, 11:01am UTC](https://forum.lessannoyingcrm.com/t/expanded-automation-thoughts/95 "2026-02-20T11:01:30Z")
Just some suggestions for future consideration - things I would find useful. I realize there’s always more work than time and resources allow! Fire a Zapier event from an automation - this would be huge in being able t… --- ## [Favorite AI tools - Why? And Creative Uses](https://forum.lessannoyingcrm.com/t/favorite-ai-tools-why-and-creative-uses/42)
**Author:** [@CaptainTime](https://forum.lessannoyingcrm.com/u/CaptainTime)\ **Replies:** 6\ **Last updated:** [February 19, 2026, 12:22am UTC](https://forum.lessannoyingcrm.com/t/favorite-ai-tools-why-and-creative-uses/42 "2026-02-19T00:22:16Z")
I would love to hear about people’s favorite AI tools, why they like them, and some creative ways they use AI. --- ## [What are your 2026 Business Resolutions?](https://forum.lessannoyingcrm.com/t/what-are-your-2026-business-resolutions/96)
**Author:** [@lacrm.emma](https://forum.lessannoyingcrm.com/u/lacrm.emma)\ **Replies:** 1\ **Last updated:** [February 17, 2026, 4:11pm UTC](https://forum.lessannoyingcrm.com/t/what-are-your-2026-business-resolutions/96 "2026-02-17T16:11:02Z")
Now that we’re a month into 2026, it’s a good time to think about your business goals for the year. What’s one thing you’re most proud of from 2025? And what’s one area you’d like to improve in 2026? There’s no right o… [Next page](https://forum.lessannoyingcrm.com/latest.md?page=1)