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?
How do I configure closed states for a module?
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?

I am not able to use closed states. What might be the reason?

Before working with closed states, you must ensure that the Closed States module is enabled. Only CRM admins can enable or disable modules. 
Follow these steps to enable closed states:

  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the CRM screen.
  3. Click Settings.
  4. Select Modules under Module Management.
  5. Look for Closed States under the modules list.
  6. Enable the checkbox beside Closed States.
To learn more about closed states, click here.
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