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Transferring applicant records

Move an applicant's applications, contracts and milestones to another applicant, or delete an applicant.

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When an applicant was registered twice, or an organisation has changed, you can move its records to another applicant.

Labels that name Applicant, Application, Contract and Milestone use your organisation's own term if you've renamed it.

Transfer an applicant's records

  1. Open the applicant from Applications > Applicants.
  2. Select Transfer Records.
  3. Check the Applications, Contracts and Milestones listed. Every one of them moves; the applicant keeps none.
  4. Under Transfer to, choose the applicant to receive them.
  5. Select Transfer. You see that the records now belong to the applicant you chose.

If there is no other applicant in your organisation, there is nothing to transfer the records to.

Delete an applicant

Select Delete (the button names the applicant's registration type) and confirm. The applicant is removed from Applicants; everyone who acts for it keeps their account but no longer acts for it.

An applicant that still holds applications, contracts or milestones cannot be deleted: transfer its records first.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.