Planmill

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Frequently Asked Questions (FAQ)

General

Page: Can we connect PlanMill with Outlook, Google, or other email and calendar software?

Page: Can we customize any content such as sales status or other lists?

Page: Forgot your password?

Page: How can I personalize My workspace?

Page: How do I set my company logo to Expense & Invoice?

Page: How to add a security question?

Page: How to add and remove columns or filters from the list view?

Page: How to change my password?

Page: How to export Contacts, Accounts, and other data from PlanMill to MS Excel?

Page: How to remove frames that I don't need in My workspace?

Page: How to sign in to PlanMill using Google?

Page: I lost my password or I can't sign in to PlanMill

Page: Why am I being logged out automatically?

Mobile

Page: How to download Contact related vCards from PlanMill Mobile?

Page: How to switch from Mobile to Desktop UI?

Page: How to synchronize contacts from PlanMill to mobile phone?

Page: What are the supported mobile platforms for PlanMill Mobile?

CRM

Page: Can a contact be listed in more than one account?

Page: Can I report my work hours in Actions?

Page: How are Contracts related to Products?

Page: How many emails can I send in Campaigns?

Page: How to add any email address from PlanMill modules?

Page: How to add multiple members from Contacts to a new Campaign?

Page: How to create a new project under Opportunities?

Page: How to import accounts and contacts to PlanMill?

Page: How to remove a contact in PlanMill?

Page: How to send HTML or Plain Text emails in Campaigns?

Page: Why can't I see Requests?

Page: Why use PlanMill Calendar?

PROJECT

Page: Create projects and tasks directly from Sales Order

Page: How to assign performers to tasks?

Page: How to copy an existing expense?

Page: How to copy tasks and child tasks inside projects?

Page: How to create a project?

Page: How to create project templates?

Page: How to print my expenses as pdf?

Page: How to remove a project from own Project space?

Page: How to remove performers from task?

Page: What is a milestone?

Page: What is calculated in Forecasted?

Page: Why a task is not visible in Time sheet?

Page: Why can't I report an Expense to a project?

Page: Why can't I see Requests?

HRM

Page: Can I create an absence request on another person's behalf?

Page: How can I view absences in Work Schedules and Calendar?

Page: How to accept absences?

Page: How to accept interrupted absences?

Page: How to change status of completed absences or delete completed absence?

Page: How to save absences to Accepted status (for users with no superior)?

Page: I’m not going to be absent but my absence request is already accepted, what shall I do?

Page: Who can view absence information?

Invoice

Page: How to make a credit note in PlanMill?

Page: How to upload attachments to revenues and invoices?

Page: Why are all invoices marked "not sent"?

Page: Why is there an error message when I combined revenue items having different accounts?

Administration

Page: How to add currency or change exchange rates?

Page: How to copy access rights from another role or access group?

Page: PlanMill Custom UI Theme

Page: What web browsers are compatible with PlanMill?

Favourite Pages

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Page: Quick Guide to PlanMill PSA and ERP (PlanMill Help)
Page: Create projects and tasks directly from Sales Order (PlanMill Help)
Home page: PlanMill Ohje (PlanMill Ohje)

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