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?
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 a duplicate check on closed records?

To avoid creating records that are the same as the closed records in the CRM, you can enable the Duplicate Check option on closed records.
When you include closed records in the Duplicate Prevention set up, then closed records are checked for duplicated while importing.

Follow these steps to enable duplicate prevention on closed records:

  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the CRM screen.
  3. Click Settings.
    • You will land on the Settings page.
  4. Look for the Module Management section and select Module Layouts & Fields under it.
  5. Select a module from the Select Module drop-down.
  6. Click the Duplicate Prevention tab.
  7. Turn on the Enable duplicate check toggle button.
  8. Fill in the details such as the fields on which the duplicate check must happen, etc.
  9. Enable the Check closed records also for duplicates checkbox.
  10. Click Save.
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