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 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?

Can I check for duplicates on closed records using the Find Duplicates module?

Yes, you can.
The Find Duplicates module helps you identify duplicate records in the CRM. You can include closed records while doing a duplicate check in the module.

Follow these steps to include closed records for a duplicate check in Find Duplicates:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Tools.
  4. Select Find Duplicates.
  5. Select a module and a field for the duplicate check.
  6. Enable the Check closed records also for duplicates checkbox.
  7. Click Search.
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