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  1. December 2018 Welcome to Issue No.40 First off, let's start by acknowledging what a great year it has been for the User Group. We've improved again our relationship with the key operators within Open GI and at the same time been able to make a real difference to our Members. Our recent AGM saw us welcome in a new Vice-Chairman, Tracey Filtness of Coast Insurance. Tracey has been on the Committee for a number of years already and her knowledge, experience and cool head under pressure will really benefit the Executive. Full details of your Committee can be found in this Newsletter should you ever want to contact us directly! The AGM was tied into this year's Members Day which I feel was the most successful one I've been involved in so far. Hat's off to the long suffering Barbara Pena, who once again pulled the rabbit out of the hat and chose the perfect venue for the event. There's a recap of the day in the Newsletter, so check out what made this event so special. Also, take a moment to see the benefits of Membership, with exclusive discounts from the Open GI Sales Team. Maybe now is the time to upgrade your system and get some advice from other Users on our Forum. That's just another great reason to sign up for Forum Access, here. So, grab a coffee and take 5 minutes to see why being a User Group Member is so important and remember, we're here for you. Marc Pons-Burt - National Chairman Committee Meeting Highlights - October 2018 The Open GI User Group Committee met with Open GI Limited on the 9th October, 2018, for one of their quarterly meetings to exchange feedback and raise issues and queries. A summary of the Minutes has been produced for your information. Find out more AGM & Members Day held at Reading The User Group held its 2018 AGM & Members Day on 10th October. Guest Speaker was Jason Wheelhouse, Sales Director, Open GI Limited. Click here to Find out more AGM 2018 We invite you to read the minutes of our 2018 AGM held on 10th October, 2018 at The Hilton Reading Hotel. Find out more Committee Members 2018 / 2019 Click here for a List of Committee Members 2019 Membership Benefits Discounts for selected Open Gi software have been extended to 31st December, 2019. Click here to Find out more Open GI User Group Open User Group The views and opinions expressed in this email may not represent the views and opinions of the Open GI User Group and are made without prejudice and subject to contract. Although this message and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free and no responsibility is accepted by the Open GI User Group for any loss or damage in any way arising from its use. The information contained in this message is correct at the time of going to press. Any action taken as a result of the information should be checked with the sender before taking action.
  2. admin

    Open GI User Group Accounts

    Please find attached a copy of the published acounts for the Open GI User Group Accounts-Open_GI_User_Group_year_ended_31_8_11.pdf
  3. admin

    why cant i reply

    Hi Peter - thanks for joining recently and sorry to hear you are having some issues replying to posts On investigation, this was in fact an incorrect setting for that particular Forum area and for registered users in the "Member" category This has now been corrected and you should be able to "reply" to your posts - and any other posts!! Thanks for spotting this one - and taking the time to raise with us. Happy days
  4. If this email doesn't look like it's displaying properly, view it here. OPEN GI USER GROUP AGM & MEMBERS' DAY The Annual General Meeting of the Open GI User Group will be held at the Hilton Reading Hotel, Drake Way, Reading, RG2 0GQ, on Wednesday, 10th October, 2018. The position of Chairman, Vice-Chairman, Secretary and Treasurer are up for re-election at the AGM, and nominations are now being received. Marc Pons-Burt (Chairman), Mark Searcy (Secretary) and Mark Sollis (Treasurer) are all willing to stand again and are available for re-election. Nominations for the posts of Chairman, Vice-Chairman, Secretary and Treasurer would therefore, be most welcome from all members of the User Group. User Group members should not be shy in putting other names forward. We would ask that you forward any nominations to the Open GI User Group office within the next 14 days by either post or email. Nominations must be received no later than Monday, 13th August, 2018. If any member wishes to raise an item under Any Other Business item similarly this should be communicated in writing to the Chairman at least 7 days prior to the AGM. Click here for Nomination Form. Yours sincerely, Marc Pons-Burt - National Chairman The views and opinions expressed in this email may not represent the views and opinions of the Open GI User Group and are made without prejudice and subject to contract. Although this message and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free and no responsibility is accepted by the Open GI User Group for any loss or damage in any way arising from its use. The information contained in this message is correct at the time of going to press. Any action taken as a result of the information should be checked with the sender before taking action.
  5. Complete the poll above and let us know your initial thoughts on Mobius
  6. admin

    GDPR - Consent Data Capture

    If you want to create your own Consent capture details - but don't know how to create a new data frame then this is for you. Whilst the information can be found within the Online Guides that Open GI produce, the User Group have produced a guidance video for your assistance - press the play button on the video below. Let us know if you find this useful - and any other topics you may want covered! How to create a data capture frame
  7. If this email does not appear to be displayed as intended, click here to view it online. May 2018 Welcome to Issue No.37 In this issue the Chairman brings you up to date with what has been happening on the GDPR Issue, we draw your attention to the current deadline for the implementation of IPIDs and provide a summary of the Minutes of our Committee Meeting held in January. In addition, we bring you news of Exclusive Membership Benefits and highlight the problems that can be encountered when relying on next day delivery of consumable items. It is worth taking the time to click through and read these articles; you never know what nuggets of information await! Important Open GI update to Integrated Products and Core. The latest update of IP5.81.0 and Core 15.81A will be bringing the ability to Purge linked Open Attach records as part of your Core Purge. This is going to be a huge time saving update, so keep a look out for it in the near future in your system messages! As always we would love to hear from you with your experiences and suggested improvements for the Open GI system. Barbara Pena - Administrator If you haven't already done so, why not try logging onto our Forum. To gain access to the Forum you simply need to register on the site and a confirmation email will be sent out. To register, go to the following link:- http://opengiusergroupforum.invisionzone.com GDPR Issue Click here to Find out more Committee Meeting Highlights The Open GI User Group Committee met on 29th January 2018 for one of their quarterly meetings to discuss topics raised by Open GI users. The Committee then met with Open GI at their Worcester offices on 1st February 2018 to exchange feedback and raise user issues and queries. A summary of the minutes has been produced for your information. Click here to Find out more IPIDs are Coming! Click here to Find out more Membership Benefits for 2018 Exclusive Discounts off selected Open GI Software have been negotiated for 2018. Find out more Next Day Delivery - May not always work!! Do you rely on next day delivery for your consumable items? Have you experienced problems? Click here to Find out more Open User Group Open User Group The views and opinions expressed in this email may not represent the views and opinions of the Open GI User Group and are made without prejudice and subject to contract. Although this message and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free and no responsibility is accepted by the Open GI User Group for any loss or damage in any way arising from its use. The information contained in this message is correct at the time of going to press. Any action taken as a result of the information should be checked with the sender before taking action. If you would like to be removed from this mailing list please click unsubscribe
  8. admin

    User Group Newsletter - April 2018

    GDPR ISSUE [Extract] Dear Member Thank you for the excellent response to our last minute Survey concerning the GDPR offering from Open GI. Having received your responses, we have been able to have an open and constructive conversation with Open GI about your thoughts and that of the Committee in respect of GDPR. It was highlighted to us that for the process of inserting the GD frame into Prospect, APM Pro is not a dependency. While we accept this is the case, there are still, in the opinion of the Committee, additional tasks which can be performed by APM Pro, which make the GD frame more fit for purpose, especially when dealing with Core client within the Prospect system. We have also discussed the subject fully as a Committee and would like to make the following suggestions to you, our members and fellow Brokers, which we hope will give you some options to progress your GDPR plans. Option 1: It should go without saying but you really should discuss the purchase of the "GD" frame solution with your Open GI Account Executive. Even if you feel you have done this previously, we urge you to revisit that conversation. Option 2: You can produce your own Frames. The information you need can be found within the Online Guides that Open GI produce. However, your Committee have organised a guidance video which can be found in the Members area of the Forum, click here to see how to do it yourselves! Plus, always remember, as members of the User Group, you have access to discounts, which we have secured for you with the agreement of Open GI, to help with Training solutions which are supplied by Open GI's own Trainers. Option 3: Seek the advice of an independent contractor who specialises in the Open GI system and see what they can offer in terms of bespoke or pre-formatted solutions. This might come with additional assistance in respect of placing the frames within your workflows. Option 4: Contact your Network, if you're a member of one. Some have already got GDPR advice and suggestions for you. Speak to your contact. Option 5: In association with option 3, the User Group have secured the services of an independent contractor, Mark Sollis to provide an alternative solution for capturing Consent Data. This offer includes workflow and process options all at a specially negotiated rate for User Group Members. Please contact Barbara for further information and contact details. Availability is on a first come first served basis. It should be noted that while we have not received confirmation from Open GI that further developments to the GD frame are possible, it has not been ruled out and further feedback is being sought by Open GI before additional comment can be made. The User Group will provide this feedback where received from Members. With this in mind and as a additional note, there are some field links in place for the Open GI "GD" frame, which it may not be possible to recreate in your own versions without additional costs from Open GI, so bear that in mind before deciding a plan. So, the ball is in our/your court. Try the options above and remember, your feedback to us, is passed on to Open GI, so never be afraid to let us know what you think/how you feel. Yours faithfully, Marc Pons-Burt - National Chairman
  9. On behalf of the User Group members, we negotiate discounts for Open GI software and related services. These discounts are reviewed annually to ensure they are current, valid and appropriate for the membership and provide a value-add for being part of the User Group – often offsetting the membership cost in one purchase. PDF with full details below - make sure you get your discount for being a User Group Member User Group Member Discounts - 2018.pdf
  10. See below for the latest details of the discounts negotiated by the Open GI User Group for all User Group members.
  11. Hi Steve - sorry we missed you at the pre-event drinks ... Seems we were toooo busy prepping and not taking notice of Forum posts. Note to self for next time ... Hope you had a good day and some worthwhile sessions and thanks for your support and contributions! Admin
  12. admin

    Free Golf

    PLEASE NOTE THIS OFFER WAS WITHDRAWN BY OPEN GI ON 26/06/2018 But you could still ask! Complimentary Golf available for User Group members! Register your interest as a pair or individual and we will get in touch to arrange a game with Open GI staff and/or Committee members Please note - You must be a full member of the Open GI User Group to be eligible for this event If you would like to know more about membership and all other benefits , please use the same contact information as below to register your interest Contact Barbara Pena - Open GI User Group - Gresham Chambers - Room 20 - 14 Lichfield Street - Wolverhampton - WV1 1DG. Email: members@openusergroup.org / Tel. No. 01902 426363
  13. admin

    Free Golf

    Hi Matt Give Barbara a call to arrange. Venues and dates are flexible!
  14. Hi Karl - hope you are well. There doesn't appear to be an option to allow posts to be deleted by members - unless you are aware of where that setting is!! You should be able to "edit" your post - and therefore mark it as duplicate - or Mail the Admin - (me ) and we can delete If there is a way to delete own posts that would be good - let me know if you this is set somewhere in the list of 3,000 settings .... Thanks
  15. admin

    Forum Problems and Solutions

    Well - I've spent a little time indulging my passion for trying to "fix everything" and seem to have made some progress 1) - Ordering The Forum topic ordering is now consistent and should order Topics by last post made (excl. How to Use The Forum) This keeps the "new stuff" on top for all main Forums and Topics. Not sure if this is now back to "how it was" - maybe Karl can come back and let me know if it seems better now? 2) - Fonts Fonts are still fun - maybe problems with the mobile app version. If anyone spots a connection SHOUT ME! 3) - New Items The new button "View New Content" presents a list of Forum areas with new content. This maybe different now but does show all posts / replies etc with lots more options as well. You can view new items by content type (Member, Topic etc), by date range, or by other (participated Topics etc) all of which is pretty cool ! Hopefully the above helps - any more feedback please post away
  16. admin

    Forum Problems and Solutions

    Hello Karl Yes - a few annoyances definately! Obviously following the upgrade things are a bit different and I've been trying to get to the bottom of this one for a few weeks now. Even if you "save" custome settings - this seems to be Forum specific so not sure if that's the only answer. There are some "Good" things as well - so usual swings and roundabouts - but defo on my "to-do" list. I'll post back here with any updates, let me know if you find anything else Thanks!
  17. admin

    Open GI Case Studies

    Open GI have published some case studies which may be of interest to Forum members You can follow the link below - and post any comments here of course! Open GI Case Studies
  18. admin

    Open GI User Group - Member Days 2012

    UPDATE The first Members Day has been confirmed and will be held on Thursday, 20th September 2012, at The Ramada Bristol City Hotel, Redcliffe Way, Bristol, BS1 6NJ. You can register your interest without obligation by contacting the open GI User Group Administrator as below. Final details will be published soon and numbers will be limited so don't delay! Barbara Pena - Administrator Open GI User Group Room 20 Gresham Chambers 14 Lichfield Street Wolverhampton WV1 1DG Telephone: 01902-426363 Mail: barbara@openusergroup.org
  19. HI Matthew

    Glad you made it "back in" and hope you enjoy the Forum!

  20. admin

    ** IMPORTANT - AGM 2011 - Nominations

    AGM REMINDER The Open GI User Group would like to remind you that their Annual General Meeting will be held on Thursday, 13th October, 2011, at the Worcester Whitehouse Hotel, Foregate Street, Worcester, WR1 1EA. Registration and a light buffet lunch will be from 1.00pm with the formal AGM commencing at 2.30pm. Your vote is important to us. If you are unable to attend the AGM, please do take the time to return the Proxy Form. All Proxy Forms returned by 23rd September 2011 will be entered into a prize draw to win an Open GI Consultancy Day worth £750.00 for your business. Should you have any queries please do not hesitate to contact Barbara Peña on 01902-426363 or barbara@openusergroup.org Kind regards, Sara Noble National Chairperson
  21. Dear User, The Annual General Meeting of the Open GI User Group will be held at The Worcester Whitehouse Hotel, Foregate Street, Worcester, WR1 1EA, on Thursday, 13th October, 2011. The position of Chairman, Vice-Chairman, Secretary and Treasurer are up for re-election at the AGM, and Nominations are now being received. The current committee Sara Noble, (Chairperson), Mark Wilkinson (Secretary) and Phil Ramsdale (Treasurer) are willing to stand again and are available for re-election. Stewart Johns (Vice-Chairman) will stand if required but this will be subject to no other people wishing to take on the position of Vice-Chairman. Additional Nominations would be very welcome. User Group members should not be shy in putting other names forward. We would ask that you forward any Nominations to the Open User Group office within the next 14 days by either post or email. Nominations must be received no later than Monday, 25th July, 2011. Nomination Form: (See below) Post to: Room 20 Gresham Chambers 14 Lichfield Street Wolverhampton WV1 1DG or Mail: members@openusergroup.org Kind regards, Sara Noble Chairperson Open GI User Group Nomination_Form.pdf
  22. admin

    Core 14 Release

    Important announcement to all Forum Users: Open GI have kindly forwarded an advance preview of the Content Listing for the next major release of Core software Core 14 is due out later this year and contains lots of new features as well as updates to the Integration Products suite Release detail is available on the PDF below for all registered Forum users. The Open GI User Group will publish more detail on the benefits of this release along with Hints and Tips on how to get the most from this software in the members area over the next few weeks. Core_14_Content_Confirmed_UG.pdf
  23. admin

    New Membership Benefit

    NEW MEMBERSHIP BENEFIT 20% Discount off Selected New Open GI Software We are pleased to announce that the Open GI User Group has negotiated a 20% Discount off the following software: Product • Sanctions Checking • Get Quote • Enhanced Payment Processing • SMS Back Office • Hosted eQuotes • Open Address Lookup • Open Workflow Manager - ecommerce • Open Workflow Manager - Core Terms & Conditions: • Discounts cannot be applied retrospectively - you must advise Open GI at the time of order that you are an Open GI User Group Member and that you wish to take advantage of the Discount. • This offer is available until 31st October 2011 • The discount applies to the capital cost only
  24. If you are not yet a member of the Open GI User Group, you can apply via the Application form on the link below and complete the on-line form Application Form - or write to the User Group Administrator at the address below Barbara Pena Open GI User Group Room 20 Gresham Chambers 14 Lichfield St. Wolverhampton WV1 1DG
  25. admin

    "Favourite Tips" and "Did You Know's"

    If you want to see the latest updates in one easy list, use the link towards the bottom of the page "Today's active content" and see what's new - simples!
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