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Showing content with the highest reputation since 17/10/18 in Posts

  1. 1 point
    Hi Clare, We have our OPM set up to automatically export documents to VC when we either email and print and you are correct, this then attaches a pdf document into VC. As I understand it you can change the settings for Open Word in Open Product Settings to untick save pdf versions of documents. This then puts a word document into OPM and you'd just need to check with VC that it can be exported and saved as a word document. I think we've just got used to pdfs now! We weren't really informed of all the options when we started using Open Word 🙄 I know we all leave the letter open in Word until we've actually sent it to the client so when checking if we notice a spelling mistake or something I can amend and re-send to OPM. I hope this helps. Let me know if you need any more info. Cheers, Kate
  2. 1 point
    That's great thanks Mark, Happy to wait a bit longer for final confirmation if the discount keeps going up!
  3. 1 point
    Hi Steve - Karl has pretty much covered what you need on this. (Thanks Karl - appreciate the Tag!) If you / anyone else needs assistance on this process or any general Open GI queries, feel free to get in touch here or via our web site
  4. 1 point
    Hi Steve You should be able to generate emails via Database Enquiry. You would search with something like:- bpy.ptype Equal to pc BPY.Term.date Equal to BCM.Contactpref Equal to Email (Obviously add whatever parameters you need). Then select the 'Generate letters/diary notes/memos/emails' option; then 'Email Messages' Once you have entered 'Subject' etc. you will have different options on how to create the email body, I use a Word template. Obviously before any of the above you will have to setup an appropriate OpenWord template. Ideally for any batch printing/emailing you would use OpenDocumentCentre but dependant on the volumes you run at a time OPM should work. You will probably need to press 'send' on each email as they pop up though. Disclaimer: Always be careful when doing anything en masse! Test with a small number of dummy policies first! Remember, if you need any help with this - Mark Sollis is a consultant who offers such services. Kind regards Karl
  5. 1 point
    Hi Pete, We use Truckwriter, and it has never prompted us, they just run out !. having said that while we don't do bucket loads of CV business on EDI, majority of our providers have set the number range at 999999. Is it by any chance Aviva that needs them doing ?, as last week we had to "TRY" and update and issue some new Aviva policy numbers (first time for years) and we still are trying to sort it !, the Truckwriter POS software was confused, all messed up, Aviva didnt know how top reset using RMA commands. And agree with Mark, it is not connected with Open Suite, it must just be a coincidence. Happy days.
  6. 1 point
    You should have #96 in Prospect Control so all new prospects are checked when created. You can also set under #97 to also check when converted. Also, #98 is where you set how often you want prospects rechecked during batch checks. We recheck all clients every 30 days.
  7. 1 point
    sorry to be a pain, but I asked a question the other about 5.82 and im getting answers/replies but i cannot reply back to any Why is this?
  8. 1 point
    What about trigger docs? if you send a trigger doc after ipid it should print all docs for that client?
  9. 1 point
    ... and I think that's a setting in the OpenSuite config file ....
  10. 1 point
    Creditline + is really good, being able to process payment/allocate to OGI in one process is the main advantage to other solutions. In a previous life we even linked it to our phone system to fully cover PCI DSS compliance (client keyed in cc number so we did not have to pause record) - but that was fairy expensive to do at the time. You will get the odd blip when payment has gone through but not allocated to OGI but you will have access to an online portal to check payments received if get one which has supposedly failed.
  11. 1 point
    Please can I be the caddy? - I hear they are well paid - Hehe!
  12. 0 points
    Afternoon All, I assume, like me, you have begun to receive info from insurers relating to green car issuing for motor policies pre & post Brexit. My question is, I assume I need to contact all with a motor policy and advise them that the EU coverage on their cert will possibly be invalid on their certs. Is there a way that I can send a "Group" email mailshot to all clients (obviously observing GDPR) for those that have requested email cores. and a letter to each client that has preferred post? What I am trying to get at is other than going into each clients diary page and manually requesting can the system do a group sending? I have OA/OPM if that helps, do I need more software? This could also assist us with the "Newsletter" we are planning on sending later in the year as well. Thanks Steve
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