Forums

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
  
  48
  
  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
  
  6
  
  posts
  - Hello My Name Is ...
  - By Mark Sollis, 1 July
3. Open GI User Group - Application Form
  
  1
  
  post
4. User Group Membership - Current Discounts Available
  
  1
  
  post
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
  - By Mark Sollis, 5 September, 2022
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!
  
  271
  
  posts
6. Technology and Third Party Applications
  
  Area for general Technology discussions and Third Party Applications
  
  79
  
  posts
  - GWP Keyword
  - By colm, 7 April
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
  
  19
  
  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
  - Upgrade for CMA
  - By Aggy, 1 August, 2016
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
  
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12. Uploaded Files
  
  Files uploaded for the benefit of Open GI User Group members
  
  5
  
  posts
Open GI - Insurance Administration Software - Public Access
1. Announcements
  
  Important Broker Notices
  
  47
  
  posts
  - BIBA 2022
  - By admin, 9 May, 2022
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
  - Mobius and Cloud
  - By GremlinIT, 13 June, 2022
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
  - Record Purge in OpenGI
  - By karl, 5 July, 2020
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!
  
  241
  
  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
  
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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
  
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11. Open GI User Group - Newsletter Archive
  
  Copies of all OGIUG Newsletter since May 2018 are posted here for reference
  
  2
  
  posts
  - December 2018
  - By admin, 4 December, 2018

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

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and we don't pull any punches"

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Latest Posts
- Virtual Cabinet/Invu/Linden House
  
  By Clare Carter · Posted Wednesday at 14:48
  
  Just wondering if any of the current members have previously been using Virtual Cabinet, and which originally was Invu provided by Linden House. It is only relatively recently that Open GI have come up with Open Attach but there is an issue in transferring data. If anyone is still using Virtual Cabinet which evolved from Invu and Linden House, could they let me know whether they had any issues with Open GI and printing. Thanks
- Client Money Calculation
  
  By Mark Sollis · Posted 12 September
  
  Hi Andrew I do have a copy - but you can get them / best to get latest copy from the support site - presumably you have a registered account?? Just go to the link here RMAR Reports and Spreadsheet Any problems come back and let me know!
- Client Money Calculation
  
  By Andrew Briggs · Posted 8 September
  
  Hi I am new to OGi and not sure how the system deals with the FCA required Client Money Calculation. A previous post mentioned a OGI PDF document detailing the reports to get the numbers and apparently there is a spreadsheet to input all the numbers as well. Is anyone able to forward the PDF and spreadsheet or provide assistance please. Thanks
- Frame Calculations strange Error Invalid Document Match Code
  
  By Mark Sollis · Posted 8 September
  
  Glad it was that and not something more obscure!! No idea when it came in - some time ago I believe - maybe a recent upgrade wiped it as it must have been set before. Good to know and thanks for updating us all! M
- Frame Calculations strange Error Invalid Document Match Code
  
  By colm · Posted 8 September
  
  Thanks As Usual Mark, missed that one is this a new setting OGI have added. This was empty set to code and Validated ok. Colm
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