Profiles

How to move questions to new sections within Client or Candidate profiles

This feature is useful in the event you wish to reorganize your Client/Candidate Profiles without losing any previously answered information

1. Open any Client or Candidate profile and navigate to the section that contains the question/field you would like to move.  Click the pencil icon to edit and open the section. 

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2. Locate the question you wish to move to a new section and click the pencil icon to edit the field. 

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3. Click the button "Move to a Different Section"

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4. Select the section you wish to move this question to within the dropdown menu and click Move to save your work. 

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5. The question will now appear at the bottom of the section of which it was moved.  To reorder the question within it's new section, click the pencil icon to open the new section, navigate to the question you just moved, and click & hold on the 6 vertical dots to drag and Reorder the field wherever you wish. Remember to click "Save" to save your work. 

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