You can remove a contact from a project.

Steps

From the Manage Contacts page

1. Select My Apps in the top menu

2. Select Contacts

3. You arrive in the Contacts App

   

   1. The Projects column displays the projects that each contact is in (pink arrow)

      1. When a contact is in no projects, this is blank

      2. When a contact is in 1 project, the column shows the name of the project

      3. When a contact is in more than 1 project, the column shows the number of projects the contact is in and clicking the number shows the names of those projects (purple arrow)

4. Click the 3 dot menu button next to the contact in the Options column (green arrow)

5. A dropdown menu appears for that contact

   

6. Select Move between projects

7. A popup appears

   

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

9. 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

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

    

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

    

12. 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

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

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