Following the changes to GDPR, the Unsubscribe link in the Applicant Portal (from the Weekly, Welcome and Match Emails) is no longer available.  

However, you can use their consent settings from the grid, to create a list of Applicants that have said NO to Emails and then delete them from there.  

From the Applicant Grid, find the General Marketing, Weekly Email and Property Match columns (see Filtering Grids for more information).  Filter on whichever consent settings you wish: 

If you have the Staff Permission to request a bulk delete then Right Click -> Data Management -> Delete Applicants (see GDPR Deletions Applicants for more information).  

If you have the Staff Permission to delete single records then you will need to click into each Applicant -> Right Click -> Data Management -> Delete Applicant.  

You can delete the Vendor information from a Property Record and the Property Grid.  The Property will still stay in the system but the Vendor's personal data will be anonymised.  

From the Property Grid - Right Click - Data Management - Delete Vendor 1 / 2 

From the Property Record - Right Click - Data Management - Delete Vendor 1 / 2

Please see the Vendor section of the GDPR Deletions article for more information.  

Due to the changes in the General Data Protection Regulation coming into force on May 25th 2018, Expert Agent has made some changes to your software.  

Please see the GDPR section of the manual for helpful videos and more information but below are some FAQ's with regards to deletions in Expert Agent.  As always, if in doubt on how this regulation affects you, please see the ICO website.  

How do I delete a Property Record?

How Do I Delete A Contact?

How do I remove an applicant from the system?

How do I ensure that I keep records for Anti Money Laundering reasons?

How do I ensure that I keep the Client\'s information in case HMRC requests this from me?

If I delete a record, can I get it back?

What happens to documents that I store on the Events tab when I delete a record?