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?
How do I configure closed states for a module?
I am not able to use closed states. What might be the reason?
How do I enable the Closed States 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?

Are closed states pre-configured for a module?

In most modules, the picklist that defines the state of records is already configured that is pre-selected by default in the CRM.

You can create a closed state only in the pre-selected picklist. Click here to see the list of pre-selected picklists with closed states for each Vtiger module.

Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube