FAQs in this section
What is a closed state?
How do I identify a closed state?
I see a message on a record that asks me to reopen the record. What does it mean?
How do I enable the Closed States module?
Who can reopen a closed record?
What is the importance of closed states?
Can I select the default status that a record must be set to when I reopen it?
I am not able to use closed states. What might be the reason?
Are closed states pre-configured for a module?
How do I provide permission to reopen records to a profile?
How do I enable linking to closed records?
How do I enable a duplicate check on closed records?
What are the ways of checking for duplicates on closed records?
Can I check for duplicates on closed records using the Find Duplicates module?
Can I configure closed states in all Vtiger modules?
How do I close a record?
How do I reopen a closed record?
Can I provide reopen access to non-admin users?
What actions are restricted on closed records?
How many closed states can I have in a module?
How do I link records to a closed record?
What actions can I perform on closed records?

How do I configure closed states for a module?

Follow these steps to create a closed state: 

  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the CRM screen.
  3. Click Settings.
    • This will take you to the Settings page.
  4. Look for the Module Management section.
  5. Select Module Layouts & Fields.
  6. Choose a module from the Select Module drop-down.
  7. Click the Closed States tab.
    • You will see the pre-selected picklist field for the selected module. For some modules, you must select a picklist to configure a closed state.
    • Note: Some modules cannot have closed states, which is why you will not see the Closed States tab for them.
  8. Click on a status in the table to mark it as a closed state. 
    • You can identify closed states by a checkmark under the Closed column.
  9. Click Save.
Note: You can configure closed states only if you are an Admin user.
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