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?
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?

Can I select the default status that a record must be set to when I reopen it?

Yes, you can do this by selecting a Re-open status.

Re-open status is the value that a pre-selected state picklist field with closed states configured, takes when a record is re-opened. The re-open status must be configured for all the modules.
For example, the pre-selected state picklist field in Contacts is Status. When you select ‘Cold’ as the re-open status in Contacts, every time you re-open a contact, the Status field's value is set to ‘Cold’. 

Follow these steps to select the default re-open status:

  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 Contacts from the Select Module dropdown.
  7. Choose a value from the Select re-open Status dropdown.
  8. Click Save.
To learn more about closed states, click here.
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