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How do I enable linking to closed records?

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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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