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?
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?
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 reopen a closed record?

After you close a record, you will see a message that reads “Would you like to re-open the record?” on the record’s Summary View. 
Follow these steps to re-open a closed 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 closed).
  5. Click the Re-open button on the Summary View.

The Re-open button is located in the header section of the Summary View.

Here is an example of Invoices for reopening closed records.
Follow these steps to re-open a closed invoice:

  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 closed).
  6. Click the Re-open button on the Summary View.
    • The Re-open button is located above the invoice preview.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube