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 close a record?
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 are restricted on closed records?
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?
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 are the ways of checking for duplicates on closed records?

There are two ways of checking for duplicate records.

  1. By enabling Duplicate Prevention
  2. By using the Finding Duplicates module
To learn more, click here.

 

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