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!
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
Even though "lock-down" has almost been confined to the history books,
there's still lots of uncertainty across the UK
Restrictions and limitations are impacting businesses every day and worse still, the uncertainty looks continue for a while yet
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If you want to re-boot your business or take away current system pains
there is no better time than the "now"
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I don’t believe so as very specific criteria has to be set each time a purge is ran (at least in Live). Purging also has separate stages e.g. you have to purge ledger & diary before an actual policy/client record can be removed.
For all I know there may be an overnight command for Prospect to purge quotes/prospects ‘marked for deletion’, however we review these first as anyone can press Esc K (and maybe doing so for the wrong reasons).
Bottom Line, I feel nervous purging when doing manually, I would not like the idea of records disappearing from the system each night etc.
Sorry, I’ve not been much help!
Hi Mar - and welcome to the Forum!
I think the issue is that the error message will be best investigated by OGI. I've never seen that one - but maybe some other live users may be able to assist. Other than checking the document filename / length of filename for the template and / or the trigger document - it would be best to log with OGI
Sorry I cant help - but sometimes its just a program error! - Oh - do check you are on the latest Vs of OpenSuite products - and especially ALL client software (each PC) is also upto date - that often causes random issues like this (and OGI will say to check / upgrade as a first step anyway)
Let us know the outcome!
Hi we are setting up ODC printing - the file reaches the server queue in OPM and file is shown there however the export part is not working . The document in OPM displays a X and the following into a ( "is an invalid expanded name , has anyone come across anything like this before and know what the issue might be. Thanks
Public Service Announcement
As an independent Consultant, I have over the last few weeks had calls from a number of brokers asking how they can operate best during the lock-down & how they can service customers more easily
We all need to get through this together & one of the things I wanted to do in some way, was to help people across my networks - no strings attached
So I'm launching an offer of a FREE phone call with REMOTE HELP covering any aspect of your OpenGI system and / or broker business functions. This also includes business related products such as Microsoft applications, as well as helping you look at long term income generating options with better marketing and use of social media
There's never been a better time to set the foundations of your future business - right here right now
This is a limited availability offer and a number of daily call slots are allocated FCFS basis over the next few weeks. If I can't help directly then I'll be happy to advise best routes to get your pain sorted. If you could use some system help, process advice - or just need a quick answer to an urgent issue, then get in touch. If you are a valued User Group Member we have agreed to offer twice the allocated time to assist.
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