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PlanMill Help

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PlanMill Help

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Read first our Frequently Asked Questions, use search or navigate from the page tree on the right.

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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?

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