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  1. New Users - Start Here!

    1. FAQs - How To Use The Forum

      A good place for finding information, help and advice on use of the Forum

      48
      posts
    2. Introduce Yourself!

      Whether you are new to the Open GI User Group Forum or an "old" hand, why not introduce yourself here

       

      Let us know what you get up to in the day job and how we and the other Members can help you - or what you  know that can help other Open GI users out there.

       

      #sharingiscaring

      6
      posts
    3. 1
      post
    4. 1
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  2. Full Member Access Area

    1. Specialist User Forum Archive

      These are pages transferred from the fantastic SUF Forum and are available to all Full Members of the Open GI User Group

      1.2k
      posts
    2. Hints & Tips

      A Treasure Trove of Information - lots of detail for our members

      62
      posts
    3. Agony Aunt

      OK - If you have an Open GI problem or don't know your ReportNet from your Calc Code, then post your questions here. Someone, somewhere will have the answer and you may get a faster response than a support call!

      1.1k
      posts
    4. Transactor Users

      Welcome to the Forum area for users of the Transactor software application suite

       

      If you have any queries or issues then feel free to post here and see if the community can assist. Someone, somewhere may have the answer and you may get a faster response than a support call!

      • No posts here yet
    5. Discussion Forum

      Feel free to post any General Discussion Topics here - Everyone has a view and an opinion!

      271
      posts
    6. Technology and Third Party Applications

      Area for general Technology discussions and Third Party Applications

      79
      posts
    7. Enhancements Wish Lists - What Do You Want?

      The Open GI User Group has a direct impact on how your software is developed. Tell us what you need to make life easier and we can put your ideas forward!

      95
      posts
    8. Core Upgrades

      Join Cousin Clarissa and share all the news, views and thoughts on the next major Core release from Open GI

      19
      posts
    9. Upgrade Information

      News on upgrades planned from open GI.
      Not guaranteed but gives you chance to see what's on the horizon and chance to comment and have your say. All views welcome

      24
      posts
    10. InfoCentre

      How to use, hints, tips, advice and suggestions

      30
      posts
    11. ELTO

      What does this mean to you and how has your business implemented the directive?

      1
      post
    12. Uploaded Files

      Files uploaded for the benefit of Open GI User Group members

      5
      posts
  3. Open GI - Insurance Administration Software - Public Access

    1. Announcements

      Important Broker Notices

      47
      posts
    2. Mobius - The Next Platform From Open GI

      Open GI launched their new platform solution "Mobius" at BIBA 2018

      This Forum is for existing Open GI "Core" customers and all new prospects to discuss the new options now available and their experiences of this new technology offering. If you have seen it, then share your thoughts and comments here. If you haven't, why not get a demo and see what the future will bring. Bookmark this page for an unbiased and transparent view as part of your Due Diligence - before you jump in feet first! All comments welcome

      9
      posts
    3. GDPR

      How's your GDPR planning going?

      If you have any system queries or plain advice to share, then this is the one stop members shop for GDPR - past, present and future

      34
      posts
    4. PCI DSS Compliance

      Post your views questions and experiences of what PCI DSS means in your business - and how you've coped!

      16
      posts
    5. General Queries and Feedback

      So what do you think of Open GI and their software & services. Does their IT help you? Does it really make your life easier? Share your thoughts here and ask others for theirs!

      243
      posts
    6. In The News

      Links and Information about Open GI, the User Group and other related articles of interest found in the press

      50
      posts
    7. AGM Details

      Details of Past Present and Future meetings

      24
      posts
    8. Rambo's Rants

      An ever topical area with acute insight from one of our leading experts on how Open GI impacts a real Broker's business

      22
      posts
    9. Poll Results and Feedback Summaries

      From time to time we gather feedback from Forum users as well as from industry groups.
      Poll and feedback results are published here for general review

      1
      post
    10. Forum / Web Enhancements

      Your chance to add any feedback / thoughts / issues / problems regarding the main Web site or indeed this Forum - be honest!

      39
      posts
    11. Open GI User Group - Newsletter Archive

      Copies of all OGIUG Newsletter since May 2018 are posted here for reference

      2
      posts
  • IMPORTANT MESSAGE!

    COME AND JOIN THE OGI USER GROUP

     

    Whether you are a current Open GI User, just thinking of purchasing their software or, looking for an alternative software house for you business, get the facts from the people that know and can actually help 

     

    "Totally independent of Open GI

    and we don't pull any punches"

     

    Already with us? Make sure to sign back in to get access to all subscribed areas

     

  • Who's Online (See full list)

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  • Latest Posts

    • Hi Claire,   We took on INVU back in 2008 and still use it today in its Virtual Cabinet guise. No issues with printing from VC whether that be to network printers or pdf and there are also options to send from VC to email which can be useful.    Overall, we remain very happy with VC so have seen no real advantage to move over to OpenAttach.   One little issue is we never managed to get the automatic indexing / filing of standard OGI/OpenWord letters and emails into VC. We just click a few buttons to file them manually.   Happy to chat through further if you wish - I will be at the Members day this coming Thursday    Darren
    • Hi @Clare Carter   I probably cant advise on day to day use / issues, but may be able to help although not sure of your question   Are you still on Virtual Cabinet (VC) and how are you trying to print on OGI - and what / where from   Also - I'm pretty sure there are minimal issues with transferring to OpenAttach - what are the concerns there?  
    • Just wondering if any of the current members have previously been using Virtual Cabinet, and which originally was Invu provided by Linden House.   It is only relatively recently that Open GI have come up with Open Attach but there is an issue in transferring data.   If anyone is still using Virtual Cabinet which evolved from Invu and Linden House, could they let me know whether they had any issues with Open GI and printing.    Thanks
    • Hi Andrew   I do have a copy - but you can get them / best to get latest copy from the support site - presumably you have a registered account??   Just go to the link here RMAR Reports and Spreadsheet   Any problems come back and let me know!
    • Hi   I am new to OGi and not sure how the system deals with the FCA required Client Money Calculation. A previous post mentioned a OGI PDF document detailing the reports to get the numbers and apparently there is a spreadsheet to input all the numbers as well.   Is anyone able to forward the PDF and spreadsheet or provide assistance please.   Thanks
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