Jump to content
Why are we here ..... ×

AGM 2014 Prize Draw Winner


BarbaraP

Recommended Posts

ANNOUNCEMENT – PRIZE DRAW WINNER

 

We are pleased to announce that at our AGM on 8th October, 2014, the Prize Draw for a Free Consultancy Day worth £750 was held and has been won by Mr. Howard Coleman from H.S. Coleman Limited.

 

Howard Coleman, Managing Director, H.S. Coleman Limited commented: “It was a very nice surprise to hear that we had won the Free Consultancy Day. 

 

As a small broker I greatly value the work that the User Group conducts on our behalf and I know that a lot of the improvements to the system are as a result of representations made by the User Group to Open GI.  Without this group I am not sure we would have had as many of the enhancements to the system that we have seen over the past few years.

 

Winning the prize will give us the opportunity to assess what parts of the system we are not using that might, if used, help improve the running of our business.

 

Please convey my thanks to everybody for the great work they do for the User Group over the course of the year.”

 

 

Link to comment
  • Posts

    • 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
    • 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?  
    • 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
    • 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!
    • 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
×
×
  • Create New...