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 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?

How do I enable linking to closed records?

Follow these steps to enable the linking of records to closed records in a module:

  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the screen.
  3. Click Settings.
    • You will land on the Settings page.
  4. Look for the Module Management section.
  5. Select Module Layouts & Fields.
  6. Select a module from the Select Module drop-down.
  7. Click the Closed States tab.
  8. Look for the Allow linking to closed Records toggle button and enable it.
    • For example, Allow linking to closed Deals if you select the Deals module in Step 4.
  9. Click Save.

You can enable linking in all Vtiger modules in the manner mentioned above. 

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