Ideas

Bulk remove candidates from a project

The firm would like to be able to remove multiple Candidates from a project at one time. This bulk action would help w/ workflow and would seem to fit well as an action within Grid View (checking multiple Candidates at once).

  • Guest
  • Jan 17 2019
  • Already exists
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    Clockwork Product commented
    March 02, 2021 19:14

    Thank you for being an invested Clockwork User!

    Presently, if a Candidate has no notes on their Candidate Record, they can be removed from a project in bulk.

    Navigate to Gridview within the desired Project, select the Candidates you would like to have removed, use the Status drop down in the header and scroll to the bottom of the list where the option "Remove from Project" is located. Select "Remove from Project" and click Done to commit the action.

    If the Candidates selected do not have notes affiliated with the project they will be removed.

    Thank you!