How to change contact's account – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to change contact's account

  1. Go to Sales & Marketing > Contacts.
  2. Edit an contact either by:
    • Click on the contact and in the summary page click Edit or
    • Click the pencil icon of the contact you want to edit.
  3. Select a new account.
  4. Click Save.

Note: You cannot change the account for an existing contact if that contact is linked to any projects, opportunities, actions or requests.

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