Expert Agent does not include the option to charge for data extracts. Please refer to the ICO for more information. Â
You will be able to extract a full report of a clients record if they submit a Subject Access Request. It will be emailed to you as a zipped attachment. Â
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You will also be able to create a Data Portability Request if they want their data returned. If will be put into a machine readable, portable format. Â
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Please see GDPR Personal Information Requests for more information. Â
When you request a deletion of a record within Expert Agent, all Events and documents held on those Events will be deleted. Â
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If the records are linked to other records (I.E Tenancies, Offers etc) then you have the ability to go into those linked records and delete the data from them. Â
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If you request a deletion of a record within Expert Agent, the record will go into Pending Deletions under Deletion Management. The deletion runs overnight so you have time to cancel the pending deletion from there if you have requested the deletion in error. Â
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