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?
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?
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 enable the Closed States module?

Follow these steps to enable the closed states:

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Select Modules under Module Management.
  4. Look for Closed States under the modules list.
  5. Enable the checkbox beside Closed States.
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