Solutions · GDPR compliance
Under GDPR, employees, clients and providers have the right to access the personal data you hold on them, and you must be able to provide it in electronic format. Personal Data Search is a chargeable Opera 3 module that searches every ledger and module for a person’s details in seconds, lists exactly where their data is held, and lets you print it, export it to Excel or export it as a .csv file — a process that would otherwise take considerable time.
Personal Data SearchPersonal Data Search is built specifically to identify personal data held in Opera 3 and present it in the format a Subject Access Request requires.
A single search reaches Sales Ledger customers and contacts, Purchase Ledger suppliers and contacts, the Nominal Ledger banks, Cashbook payees, Fixed Assets locations and insurance companies, Payroll and Personnel employee details, and People Profiles.
The search also covers CRM Sales Regions, Territories, Types, Routes and Despatch, plus company processing, contact details, contact addresses and helpdesk calls, so no record of a person is left out.
Enter whatever you know — surname, postcode, email address, address line, phone number, customer account code, employee reference or NI number — and Personal Data Search returns every matching individual and the exact areas of the system where their data is held.
Once you have selected which elements of a person’s data to extract, print the results, export to Excel for further work, or export as a .csv file — whichever format the requester needs.
CRM now records the purpose for processing personal data, along with Consent Given and Consent Withdrawn dates for activities such as searching for contacts, mail-merging letters and bulk emailing.
GDPR gives individuals the right to confirmation that their data is being processed, access to that data, and supplementary information about it — Personal Data Search is designed to answer exactly that request.
Personal Data Search is a simple, effective tool for identifying personal data in Opera 3 and presenting it in the format a Subject Access Request requires — invaluable when a request arrives from a customer, prospect, supplier or employee and you need to locate their data fast.
One search across Sales, Purchase and Nominal Ledgers, CRM, Cashbook, Fixed Assets, Payroll, Personnel and People Profiles
Search by surname, postcode, email, phone number, account code, employee reference or NI number
Print, export to Excel, or export as a .csv file
Under GDPR, individuals have the right to obtain confirmation that their data is being processed, access to their personal data, and other supplementary information. The response must be provided in the same format the request was made in — a SAR received by email must be answered electronically — and companies need the means to provide a copy of that information within 30 days.
Enter known criteria such as surname, postcode, email address, address line, phone number, customer account code, employee reference or NI number, and Personal Data Search scans Opera 3 and returns a list of every individual who matches, together with the areas of the system — Sales Ledger, Payroll, CRM, Cashbook, Fixed Assets, People Profiles and more — where their information is held. If a search returns multiple individuals, the results make it easy to locate and select the correct contact.
From the results screen you choose which elements of a person’s personal information to extract, then print it, export it to Excel, or export it as a .csv file. That flexibility means you can respond to a Subject Access Request in whichever format — printed or electronic — the requester needs, without manually trawling every ledger and module by hand.
Personal Data Search is a chargeable Opera 3 module. Talk to us about adding it to your system so you can answer GDPR requests quickly, in whichever format they arrive.
