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.  

When you are asked to delete an individual's personal data (from the Record, NOT the Grid), you will need to check if they have a pending or accepted offer (Applicant), if they are a potential or current tenant (Applicant, or if they are selling (Vendor) or renting (Landlord) a property with you.  You would be advised to action changes in relation to this ongoing business because once you proceed with the deletion, you will not be able to identify the applicant, Vendor or Landlord on the Offer, Tenancy, Property, Viewing etc.  

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 FAQs with regards to Personal Information Requests (Subject Access Requests and Data Portability Requests) in Expert Agent.  As always, if in doubt on how this regulation affects you, please see the ICO website.  

If I am asked to show a Client what data I hold on them, is there an easy way to get this to them?

Can I charge for a Subject Access Request?