LetMC Agent System Release Notes - v4.20.00

LetMC Agent System Release

21st May 2018 - LetMC Agent v4.20.00

 

Features

• GDPR Data Export (Right to Data Portability)
  • Comply with the Right to Data Portability requirement as part of GDPR.
  • Generate a zip file for each client, when requested.
  • The zip file contains everything that is accessible through a clients’ GDPR Online Account.
  • Once generated, the file is available to download from the grid (Below) or via the clients’ GDPR Online Account.

• Customise Online Account Email
  • Customise the email sent to your clients when a new online account is setup (Or a password reset is issued).
  • A default template is in place for everyone, which can be amended as you see fit.
  • Please refer to the article on our Support site for tags and further information.

Improvements

• GDPR Online Account Username
  • Upon creating a new GDPR Online Account, your clients will now be given a unique Username to log in with.
  • The Username is their CRM Group ID and your company shortname.
    • 145@letmcletting
    • Your clients can still use their email address to log in.

Bugs/Defect Fixes

• GDPR Anonymising an Applicant
  • Fixed a defect where not all details of an applicant were anonymised/removed when the GDPR Anonymise/Delete action was used.
  • Any applicants who were affected by this defect will have the rest of their details anonymised/removed as part of the release.
    • Only applicants who have been anonymised will be affected.
  • Online Login Disabled on Anonymisation
    • Fixed a defect where a clients’ online login account wasn’t disabled after their record was anonymised.
  • General GDPR Defect Fixes
    • A number of smaller defect fixes for issues reported over the last few weeks.

API

• GDPR Consent
  • Your clients’ data will not be passed via the API to any third-party companies if they have not provided consent.
    • Consent is linked to a Consent Question for “Share Details with 3rd Party Utility Suppliers”
    • If you haven’t added a question of type “Share Details with 3^rd Party Utility Suppliers”, you can add one in yourself through “Consent Item Types”.
    • We will also be adding a default question of type “Share Details with 3^rd Party Utility Suppliers” in the few days after the release.