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?
Are closed states pre-configured for a module?
Can I select the default status that a record must be set to when I reopen it?
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 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?
What actions are restricted on closed records?
How do I close a record?
Table of Contents
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:
- Log in to your CRM account.
- Click the Main Menu.
- Select a module from one of the apps.
- Select a record (that is open).
- Click the Details tab on the right sidebar.
- Look for the pre-selected picklist field.
- Set the value of the field to a closed state.
- Click Save.
Follow these steps to close an invoice record:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Inventory.
- Select Invoices.
- You will land on the List View of Invoices.
- Select an invoice (that is open).
- Click the Details tab on the right sidebar.
- Look for the Status field.
- Set the value of the Status field to Paid or Canceled to close the invoice.
- Click Save.
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