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You can remove a contact from a project.

Steps

From the Manage Contacts page

From a contact’s profile page

  1. Go to the contact’s profile page

  2. Press the Actions button on the right side

  3. A dropdown menu appears

  4. Select Move between projects from the dropdown menu

  5. A popup appears

  6. The popup lists the projects that exist within the organisation

  7. The dropdown window next to each project displays the state that the contact is in within that project

    1. Not Joined means that the contact is not within that project at all

    2. Waiting List, Enrolled, Declined and Alumni mean that the contact is in the project - in that particular state

  8. Click the state dropdown button for the project you want to remove the contact from

  9. Remove from project option appears within the dropdown list.

  10. Clicking this will remove the contact from the project.

    1. If the Declined state is enabled on a project, consider whether you want to fully remove the contact from the project or whether it would be more useful to move them to the Declined state of that project

Related information

  • There are up to four states available on each project: Waiting List, Enrolled, Alumni and Declined

  • The Enrolled state is always available. The other project states need to be enabled on the project preferences page. How to enable other Project States.

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