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  1. New Users - Start Here!

    1. FAQs - How To Use The Forum

      A good place for finding information, help and advice on use of the Forum

      46
      posts

    2. Introduce Yourself!

      Whether you are new to the Open GI User Group Forum or an "old" hand, why not introduce yourself here

       

      Let us know what you get up to in the day job and how we and the other Members can help you - or what you  know that can help other Open GI users out there.

       

      #sharingiscaring

      4
      posts

    3. Open GI User Group - Application Form

      1
      post

    4. User Group Membership - Current Discounts Available

      1
      post

  2. Full Member Access Area

    1. Specialist User Forum Archive

      These are pages transferred from the fantastic SUF Forum and are available to all Full Members of the Open GI User Group

      1.2k
      posts

    2. Hints & Tips

      A Treasure Trove of Information - lots of detail for our members

      62
      posts

    3. Agony Aunt

      OK - If you have an Open GI problem or don't know your ReportNet from your Calc Code, then post your questions here. Someone, somewhere will have the answer and you may get a faster response than a support call!

      1.1k
      posts

    4. Transactor Users

      Welcome to the Forum area for users of the Transactor software application suite

       

      If you have any queries or issues then feel free to post here and see if the community can assist. Someone, somewhere may have the answer and you may get a faster response than a support call!

      • No posts here yet

    5. Discussion Forum

      Feel free to post any General Discussion Topics here - Everyone has a view and an opinion!

      249
      posts

    6. Technology and Third Party Applications

      Area for general Technology discussions and Third Party Applications

      78
      posts

    7. Enhancements Wish Lists - What Do You Want?

      The Open GI User Group has a direct impact on how your software is developed. Tell us what you need to make life easier and we can put your ideas forward!

      95
      posts

    8. Core Upgrades

      Join Cousin Clarissa and share all the news, views and thoughts on the next major Core release from Open GI

      14
      posts

    9. Upgrade Information

      News on upgrades planned from open GI.
      Not guaranteed but gives you chance to see what's on the horizon and chance to comment and have your say. All views welcome

      24
      posts

    10. InfoCentre

      How to use, hints, tips, advice and suggestions

      30
      posts

    11. ELTO

      What does this mean to you and how has your business implemented the directive?

      1
      post

    12. Uploaded Files

      Files uploaded for the benefit of Open GI User Group members

      5
      posts

  3. Open GI - Insurance Administration Software - Public Access

    1. Announcements

      Important Broker Notices

      47
      posts

    2. Mobius - The Next Platform From Open GI

      Open GI launched their new platform solution "Mobius" at BIBA 2018

      This Forum is for existing Open GI "Core" customers and all new prospects to discuss the new options now available and their experiences of this new technology offering. If you have seen it, then share your thoughts and comments here. If you haven't, why not get a demo and see what the future will bring. Bookmark this page for an unbiased and transparent view as part of your Due Diligence - before you jump in feet first! All comments welcome

      9
      posts

    3. GDPR

      How's your GDPR planning going?

      If you have any system queries or plain advice to share, then this is the one stop members shop for GDPR - past, present and future

      34
      posts

    4. PCI DSS Compliance

      Post your views questions and experiences of what PCI DSS means in your business - and how you've coped!

      16
      posts

    5. General Queries and Feedback

      So what do you think of Open GI and their software & services. Does their IT help you? Does it really make your life easier? Share your thoughts here and ask others for theirs!

      238
      posts

    6. In The News

      Links and Information about Open GI, the User Group and other related articles of interest found in the press

      50
      posts

    7. AGM Details

      Details of Past Present and Future meetings

      24
      posts

    8. Rambo's Rants

      An ever topical area with acute insight from one of our leading experts on how Open GI impacts a real Broker's business

      22
      posts

    9. Poll Results and Feedback Summaries

      From time to time we gather feedback from Forum users as well as from industry groups.
      Poll and feedback results are published here for general review

      1
      post

    10. Forum / Web Enhancements

      Your chance to add any feedback / thoughts / issues / problems regarding the main Web site or indeed this Forum - be honest!

      39
      posts

    11. Open GI User Group - Newsletter Archive

      Copies of all OGIUG Newsletter since May 2018 are posted here for reference

      2
      posts

  • IMPORTANT MESSAGE!

    COME AND JOIN THE OGI USER GROUP

     

    Whether you are a current Open GI User, just thinking of purchasing their software or, looking for an alternative software house for you business, get the facts from the people that know and can actually help 

     

    "Totally independent of Open GI

    and we don't pull any punches"

     

    Already with us? Make sure to sign back in to get access to all subscribed areas

     

  • Who's Online (See full list)

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  • Latest Posts

    • Mark Sollis
      bdi.doc.short code?

      By Mark Sollis · Posted

      Pleasure to assist 👍
    • abs
      bdi.doc.short code?

      By abs · Posted

      Hi Mark,   in response to question 2, down to user behaviour. but will use description   point 1, i can confirm thats the way i am intending to go now.   thank you as always
    • Mark Sollis
      GD Frame not Present

      By Mark Sollis · Posted

      Can you let us know what search option did you use (Policy / Policy Details etc) and also confirm where you are adding the GD frame - presume Client level - from what you have written?   Either way I suspect all your answers will be found here in the on-line guides    You may also have an "F" problem in DBE - see the same link above    
    • GremlinIT
      Hints, Tips, Code and Warnings.

      By GremlinIT · Posted

      Basic GDPR frame code for SQL (InfoCentre Plus), that you should be able to flesh out as required with dates and such.   Select BCM.ClientRef@ As 'BCM_Ref_No' , GDPR.ClientRef@ As 'GDPR_Ref_No' , GDPR.Tel_consent_YENO_VTId As 'Telephone_Consent' , GDPR.Sms_consent_YENO_VTId As 'SMS_Consent' From icp_yyclient As BCM Left Join icp_BF_GD As GDPR on GDPR.Branch@ = BCM.Branch@ and GDPR.ClientRef@ = BCM.ClientRef@ Where BCM.Branch@ = '0' and ( GDPR.ClientRef@ is NULL or (GDPR.Tel_consent_YENO_VTId is NULL or GDPR.Tel_consent_YENO_VTId = '0') or (GDPR.Sms_consent_YENO_VTId is NULL or GDPR.Sms_consent_YENO_VTId = '0') )  
    • colm
      GD Frame not Present

      By colm · Posted

      Ok a bit of a strange one. I want to find all live clients who do not have a GD (GDPR) frame completed. I did try to look for a field being empty   but this didn't return the expected results as i had clients on the report where this field was populated.   Any Ideas?   TYIA   Colm

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