Customized Items

Location

Items that you create or customize and save in CTI Navigator (such as CMAs, custom exports, searches, flyers, reports, table layouts and screen layouts) are stored in your Users directory locally on your computer. The only agent customized items stored on the MLS server are CTI Matchmakers. 

The first time you log into CTI Navigator, CTI Navigator creates a folder on the computer in its "Users" directory with your login name  - typically at C:\Program Files\CTI Navigator\{YourMLScode}\Users\{YourAgentName}\. Custom items you create and save are stored in the appropriate subfolder under your name as follows:

For example, custom reports and flyers that you create are saved in C:\Program Files\CTI Navigator\{YourMLScode}\Users\{YourAgentName}\Reports\[Flyers, Listings, List Tables, Taxrolls, or Tax Tables as applicable]. Your CMA's are saved in C:\Program Files\CTI Navigator\{YourMLScode}\Users\{YourAgentName}\CMA\{YourCMAName}.cma (see notes below). Therefore, if your user name was Jane Realtor, your local MLS association code was Mls, and the program was installed on your C drive, your custom listings reports would be located at C:\Program Files\CTI Navigator\Mls\Users\Jane Realtor\Reports\Listings\; and your custom flyers would be at C:\Program Files\CTI Navigator\Mls\Users\Jane Realtor\Reports\Flyers\. Your CMA's would be saved in C:\Program Files\CTI Navigator\Mls\Users\Jane Realtor\CMA\\{YourCMAName}.cma. 

Transfer

Custom items stored under one user name are not normally accessible to other users. To access custom items created under another name, you must manually copy the files in Windows Explorer from the previous user's subfolder to the current user's subfolder of the same name. For example, to copy a custom report created by Jane Realtor for use by John Realtor, copy the appropriate file (such as Report1.rdf) from C:\Program Files\CTI Navigator\Mls\Users\Jane Realtor\Reports\Report1.rdf  to C:\Program Files\CTI Navigator\Mls\Users\John Realtor\Reports\Report1.rdf.

Also, because they are stored locally custom items created on one computer will not be available on another computer (even if CTI Navigator is using data over the Internet) unless the custom files are manually copied and transferred to the other computer. To manually transfer custom files between computers using removable media:

1. Close CTI Navigator, insert removable media (such as a USB drive or floppy disk) in the originating PC, open Windows Explorer, browse to the appropriate User's subfolder containing the custom item to be copied. 

2. Right-click on the name of the file to be copied and select "Send to" your removable media (or use the Windows Copy function and then Paste to the appropriate drive).

3. With CTI Navigator closed on the receiving PC,  insert the removable media containing the copy of the custom item. Open Windows Explorer (right-click on Start > select Explore), browse to the location of the custom file, right-click and Copy the file from the removable media.

4. Scroll to and select the correct subfolder for the user on the receiving PC's hard drive and paste.  If the folder does not exist on this computer, select (highlight) the Users folder. Then on the top menu click File (or in Windows Vista right-click on the Users folder) > New > Folder > type the exact name of the necessary folder (see the originating computer or the table above for folder names). 

5. Exit Windows Explorer, remove the removable media, and run CTI Navigator on the receiving PC. The file(s) you transferred should now be available in CTI Navigator on this computer.

Using the previous example, to manually transfer Jane Realtor's custom flyer named Flyer2 between computers:

1. Close CTI Navigator and insert removable media (such as a USB drive or floppy disk) in the originating PC.  Right-click on Start, select Explore, browse to C:\Program Files\CTI Navigator\Mls\Users\Jane Realtor\Reports\Flyers\Flyer2.rdf.

2. Right-click on Flyer2.rdf and select "Send to" your removable media.

3. On the receiving PC, insert the removable media containing Flyer2.rdf. Right-click on Start, select Explore, browse to the location of and select Flyer2.rdf on the removable media, right-click on the Flyer2.rdf file, and select Copy.

4. Scroll to C:\Program Files\CTI Navigator\Mls\Users\Jane Realtor\Reports\Flyers\,  right-click and Paste the Flyer2.rdf file into the Flyers folder. 

5. Exit Windows Explorer, remove the removable media, and run CTI Navigator on the receiving PC. Flyer2 should now be available for use or modification in CTI Navigator.

Note 1: Where instructions refer to {YourMLScode}, substitute CTI's 3-letter code for your local MLS. This code can be determined by opening the CTI Navigator login screen > click the Setup button > your MLS code is the first 3 letters in the Internet Server Address box.

Note 2: Where instructions refer to {YourAgentName}, substitute your name as it is spelled by your local MLS. Agent Names are displayed in CTI Navigator in the Roster. 

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Related articles and Internet links:

• Beginner's Guide to Flyers in CTI Navigator (see also Design Flyers)
• Create CMA and Edit CMA Comparables
• Using CTI Matchmaker for Automated Searches

rev. 01.30.08