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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 modify or customize any content such as sales status or other lists?
Page: How can I access frequently used reports to My Workspace?
Page: How can I log out automatically?
Page: How can I personalize My workspace?
Page: How do I set my company logo?
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

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 to add any email address from PlanMill modules?
Page: How to add multiple members from Contacts list to new Campaigns?
Page: How to change the account owner?
Page: How to import accounts and contacts?
Page: How to remove a contact in PlanMill?
Page: Why can't I see Requests?
Page: Why use PlanMill Calendar?

PROJECT

Page: Create projects and tasks directly from Sales Order
Page: How can I print my expenses as pdf?
Page: How to assign performers to tasks?
Page: How to automatically copy a recurrent expense to a new one?
Page: How to copy tasks and child tasks inside project
Page: How to create a project?
Page: How to create project templates?
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?
Page: How to delete a time report?
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 has access rights to view all absence information?

Invoice

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 customize the look and feel of my PlanMill User Interface?
Page: What web browsers are compatible with PlanMill?

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