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Marc Pons-Burt

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Marc Pons-Burt last won the day on 7 November 2017

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About Marc Pons-Burt

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    Advanced Member
  • Birthday 04/10/1975

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    Isle of Man
  • Company Name
    C.Tarleton Hodgson & Son Ltd

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  1. 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.
  2. 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.
  3. 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
  4. 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
  5. Marc Pons-Burt


    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).
  6. 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.