Remove Candidates from a Project
You can remove a candidate from a project simply by changing their Candidate Status to Remove from Project.
Click the status dropdown next to their name. From the pop-up window, scroll to the bottom and select Remove From Project. Candidates can be removed from a Project in Grid View one by one, or in bulk.
Please note: You can only remove someone from a project if they do not have any project-related notes on their record. To see if someone has project-related notes associated
Click the Candidate's name, to open the Candidate Panel and navigate to the Notes section.
Project related notes will display the Project Title near the date and time stamp instead of the Candidate's Name.
Once you have deleted all project-related notes from the person's Candidate Record, you can then change their Candidate Status to Remove from Project .
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Remove Clients and Team Members from a Project