When we reach certain points in record management in Vtiger CRM accidental or intentional edits can be a big mistake that can affect your organization’s structure and data operations.
To address this issue vtiger CRM introduces closed states in vtiger CRM which is designed to secure finalized records.
For Example there is no need of any further edits on a finalized opportunity record or edit any part of a closed ticket.
Automatically the record become non-editable when it reaches to a certain picklist value.
For example: When a ticket is closed.
By locking records once they are completed closed states in vtiger CRM eliminates any unauthorized access or misunderstanding while it offer the administrator the flexibility to reopen the record and update according to necessity.
Major features of closed states in vtiger CRM
- Non editable for all users except the administrator.
- Data remains secure and unchanged.
Benefits of Closed states
Once a case is resolved, it is essential that the status remains unchanged unless there’s a legitimate reason for an update.
A closed states in Vtiger CRM denotes that a customer issue or a support request has been resolved successfully and is no longer pending.
Once the issue is fully addressed, the case can be marked as closed, conveying that no further action is required.
The closed states can only be reopened or edited by administrator and no user have access to reopen a closed record. Closed states feature is available for all module of the vtiger CRM. By restricting edits to administrator integrity of the resolved cases remains maintained and prevents accidental changes.
One of the other benefit of closed states is that it ensures customer issues are resolved at the right time without any delay which will improve the customer satisfaction. It also helps the support team manage the tasks efficiently by moving to the next case without any delay. And also When cases are marked as closed, businesses can analyse the performance of their support team and identify areas for improvement.
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