FAQs in this section
What is a closed state?
What is the importance of closed states?
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?
I am not able to use closed states. What might be the reason?
How do I enable the Closed States module?
Are closed states pre-configured for a module?
Can I select the default status that a record must be set to when I reopen it?
How do I close a record?
How do I reopen a closed record?
Who can reopen a closed record?
Can I provide reopen access to non-admin users?
How do I provide permission to reopen records to a profile?
What actions are restricted on closed records?
What actions can I perform on closed records?
How do I enable linking to closed records?
How do I link records to a closed record?
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 many closed states can I have in a module?
How do I configure closed states for a module?
Table of Contents
Follow these steps to create a closed state:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the CRM screen.
- Click Settings.
- This will take you to the Settings page.
- Look for the Module Management section.
- Select Module Layouts & Fields.
- Choose a module from the Select Module drop-down.
- 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.
- 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.
- Click Save.
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