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By DarrenKelly · Posted
Hi Claire, We took on INVU back in 2008 and still use it today in its Virtual Cabinet guise. No issues with printing from VC whether that be to network printers or pdf and there are also options to send from VC to email which can be useful. Overall, we remain very happy with VC so have seen no real advantage to move over to OpenAttach. One little issue is we never managed to get the automatic indexing / filing of standard OGI/OpenWord letters and emails into VC. We just click a few buttons to file them manually. Happy to chat through further if you wish - I will be at the Members day this coming Thursday Darren -
By Mark Sollis · Posted
Hi @Clare Carter I probably cant advise on day to day use / issues, but may be able to help although not sure of your question Are you still on Virtual Cabinet (VC) and how are you trying to print on OGI - and what / where from Also - I'm pretty sure there are minimal issues with transferring to OpenAttach - what are the concerns there? -
By Clare Carter · Posted
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 -
By Mark Sollis · Posted
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! -
By Andrew Briggs · Posted
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
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Question
Ian Madeley
Does anyone know if its possible to print of the monthly Transaction Audit Report only to receive the required information and not all insurers who you have not transacted any business through for that particular month
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