Answers to CRM questions
CRM does not support 3 decimals places for number.
If you don’t want transactions/payments to be shown on the invoice pdf document, you can turn this off by navigating to Setup->Settings->PDF and set Show invoice payments (transactions) on PDF to NO.
Unfortunately not, the PDF documents are only generated in LTR direction.
We can provide you with the basic customization while we show you how to use CRM, after that, you will be able to customize your CRM to your preference, as will your staff members to their own profiles.
Yes! You can translate CRM very easily. Follow the instructions in the tutorial “System Langauge“.
To hide the help menu item navigate to Setup->Settings->Misc and set Show help menu item on setup menu to No.