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

Create, edit and delete an account

Create a new account

  1. Go to Sales & Marketing > Accounts.
  2. Click New Account.
  3. Type in Name and select Account owner.
  4. If invoicing is through PlanMill, fill Billing information section.
  5. Add other necessary information and click Save as new.

Note: After saving the account, an account ID is automatically generated.

Edit an account

  1. Go to Sales & Marketing > Accounts.
  2. Edit an account either by:
    • Click on the account and in the summary page click Edit or
    • Click the pencil icon of the account you want to edit.
  3. After you have done the changes, click Save.

Delete an account

  1. Go to Sales & Marketing > Accounts.
  2. Click on the checkbox of the account you want to delete.
  3. Click Delete.

Note: Deleting requires separate access rights. If any on-going activity is related to the account it is not allowed to be deleted.

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