How do I close a record?

Closed states in each module are configured in separate picklists. The picklists are already pre-selected by default and cannot be changed. To get the list of the pre-selected picklists, click here.

Follow these steps to close a record:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Select a module from one of the apps.
4. Select a record (that is open).
5. Click the Details tab on the right sidebar.
6. Look for the pre-selected picklist field.
7. Set the value of the field to a closed state.
8. Click Save.

Here is an example of Invoices for closing records.
Follow these steps to close an invoice record:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Inventory.
4. Select Invoices.
   • You will land on the List View of Invoices.
5. Select an invoice (that is open).
6. Click the Details tab on the right sidebar.
7. Look for the Status field.
8. Set the value of the Status field to Paid or Canceled to close the invoice.
9. Click Save.