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Marc Pons-Burt

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Marc Pons-Burt last won the day on 19 September

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About Marc Pons-Burt

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    Advanced Member
  • Birthday 04/10/1975

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    http://www.cth.co.im
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    mponsburt
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    Male
  • Location
    Isle of Man
  • Company Name
    C.Tarleton Hodgson & Son Ltd

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  1. Marc Pons-Burt

    IDD/IPID

    Hi Clare Oh OGI, how funny are you guys... They have no idea what supports what. They've created what is basically an incredibly flexible system but because we can all do different things, they just go back to "not supposed to do that". In the defence of the Support team, they "support" the designed processes of the system, so if it's a useful "mistake" in coding, they'll not get involved. OpenPrintManager isn't designed to support anything really, it's just a glorified print queue. It'll do whatever Core (Brooms) or Windows tells it to. That's why proposal forms print off single sided normally along with printouts etc. In simple terms, OpenWord letters obey Windows rules and Brokerlink (prop's etc) obey OGI rules.
  2. Marc Pons-Burt

    IDD/IPID

    Hi Clare Not too sure why you would have a problem with OpenWord documents being in duplex? Normally, it's down to the actual default Printer settings themselves on your Windows Server or the individual client PC's. If the documents in OpenWord are supposed to be double sided, then OPM shouldn't stop it happening. Go to the "Printer Preferences" and set it for duplex long edge. However, if you choose "Quick Print" it sometimes decides to ignore everything! Always choose "Print" and specify the printer unless it's the default anyway. Let me know if you encounter any problems.
  3. Marc Pons-Burt

    IDD/IPID

    Hi Clare So, if I'm reading you right, you're; producing the IPID from the quote system and sending it to OpenPrintManager, via print code "cpq:" you're having to deal with that as 2 pages of single sided paper. You want to have those IPID's go duplex to utilise a single sheet of paper. If that's the problem, I do have a solution for you (and Phil, although I think he's still avoiding OPM and ODC!). We have 4 virtual printers setup on Open GI for each physical printer. These tend to follow A for Personal Lines, B for Admin, C for Commercial and so on. Within that, we have 1, 2, 3 and 4. Namely; Single sided portrait Duplex portrait (long edge) Single sided landscape Duplex landscape (short edge) So, it'll always defaulting to 1, so for example, it'll go to A1 as single sided, but the following print prompt; cpq:,lp:a2 gives a duplex IPID. You can also automate the printing itself but going to the following and saving the print prompt (you need the configuration first though). It'll put it into OPM or ODC in the client file you would expect it in. Brokerlink Control/Maintenance > Amend Broker Details > page 2 (it's at the bottom) Homewriter EDI > Broker Control Details > it's on the right near the top Bikewriter EDI > Amend Broker Details > it's at the bottom Truckwriter POS > Broker amendment > page 2, about halfway down If you need to arrange the printer configuration, then I'm afraid it's a call to OGI and it IS a chargable change to the system from an Engineer (but it can be done remotely). Apologies for the length of response but it is possible, just not easy!
  4. Marc Pons-Burt

    Keywords into Email

    Thanks Mark and hi there Lesley and Kate My first question is where is the e-mail being initiated from? If it's anywhere other than the Transaction itself, the BTX and BLT related original debt won't work properly because it needs to know which one it's looking for. Obviously, this does make it a pain when trying to attach Renewal Schedules from OpenPrintManager. I'm looking into ways around it. I'll keep you posted.
  5. Marc Pons-Burt

    Chaser Letters Sequence

    Hi Paul Just to confirm what to do and where to find it... Menu 4 (Core Maintenance, was Brooms Maintenance for those without the newer Core updates). Choose "Chaser Sequence Maintenance" In there are all the options you'll need but to get you started pick "Create Sequence". In the next box, choose a code (up to 4 characters) whihc will specify the purpose of the chaser sequence, sor "RD" for example. The next screen lets you choose the sequenced letter and how long to give each one a diary period for. You can choose up to 10 chasers (do not pick the first letter in the sequence though). Once this is done, the user will choose the chaser sequence when creating the initial letter. Chasers are generated from the Diary or Letter Generation menu (menu 3). Hope this all helps.
  6. Marc Pons-Burt

    Database Enquiry Help

    Hi Tim Assume you're using Database Enquiry. Try BTX.Pay.dt which is the date that payment is assigned to the transaction. In DBE, if you're using Open-i, choose "Transactions". On the Keyword choice, type BTX and TAB and it'll show you the BTX frame where the keyword appears at the top. Hope that helps. All the best Marc
  7. Marc Pons-Burt

    Letter Suites - FCA Compliance

    Hi Jon Are you using Open Word? That would certainly be the easiest way to do it. If you have templates from Broker Network, could you not put keyword commands in to help you automate the process? The User Group's Member Day this year has some advice sessions on using Open Word if that might help. Marc
  8. Marc Pons-Burt

    APM & BROOMS LETTERS

    Adding to that idea above, when you've created your templates in OpenWord, rather than creating them both in BROOMS for the end user to choose which one to use, try this... Create a template with a simple name, like "Proposal" for example and then use keywords to redirect OpenWord to your new templates. Basically, you could (as I have on my system) have multiple proposal forms, for various products and Insurers but just have a single letter from the end users, namely "Proposal Form" or "Proposal" in OpenWord. By using a template which links other documents into it, you can reduce the choices for end users while maintaining complete control over what is actually generated. Use IF commands with "NULL" or "NOTNULL" for the APM/BROOMS issue and it'll work with whatever Keywords you choose (Insurer/Policy Type etc are the most obvious).
  9. I completely support this updating of the system frames. Especially important is the issue Phil raised about the Excess Override not being correctly carried over to Brooms. This is an issue which I raised when we first starting using excess override but at the time was told it couldn't be done. I know that means it can be done but obviously isn't simple programming. We've been using a workaround which involved an unused field on the level 2 being used to record the excess (as ours are the same for AD & FT) but it's user dependent and life would be so much easier (and accurate) if the system did it for us. We also have an insurer who applies a Compulsory excess but because for their own rating it applies a discount (God know's why they bother doing that instead of reducing the base premium!), so we have no compulsory excess but do have a voluntary one. For letters, it's a pain because a customer will ask for it to be removed when it can't be so I've had to put a overly complex set of keywords to pick up which insurer it is before using excesses! Come on OGI, you could wait for the rest of the User Group to jump on this band wagon, or you could just act on Phil's idea, I know what I'd prefer!! Well done Phil for starting this.
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