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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
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