Accounts – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

Accounts

An account is a company, other type of organization or individual person i.e a legal entity. Accounts are typically companies that are potential customers (prospects), suppliers, partners or existing customers. Each company (i.e. account) can have multiple contact persons. Contacts and users belong to accounts.