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?

There is no consent option for this.  Expert Agent will pass Tenant details to Contractors, Suppliers and Landlords where necessary for contractual reasons.    

Refer to the ICO website for information about sharing data with third parties. 

When adding a new potential applicant who has requested a one off Property Match, it is best to do this from the Property Record.  

On the Property Record -> Right Click -> Matching -> Match Processor: 

On the Match Processor -> Right Click and select Add Applicant: 

On the "Select an Applicant" screen, click on the New Applicant button at the bottom: 

If you have asked the Applicant at this point if they would like to be registered then fill in as much information as you wish on the Applicant wizard.  Note below we have unticked Send Welcome Email.  Click on "Applicant Preferences".