Handheld CTI Navigator

A handheld version of CTI Navigator can be installed on handheld digital devices (such as Smartphones or PDA's) that run the Palm™ operating system. You can then use "Palm Export" in CTI Navigator to download selected MLS data to your Palm-based handheld device. 

In Palm Export you can select which Form Types, Statuses and Areas to download to your Handheld device. Using the Handheld CTI Navigator program on your handheld, you can then search by any of the most common search fields (such as address, MLS#, price, bedrooms, baths, etc.). Search results are displayed in a table, one-line per listing, with the option to view details. You also can search agent and office information on your Handheld.

Handheld CTI Navigator is compatible with all Smartphones and Handhelds that run the Palm Operating System. This includes the Palm Treo 650, 680, 700p, 755p and Centro smartphones, and all current models of Palm Handhelds (such as the TX, Tungsten E2 and Z22).

Devices running the "Windows Mobile" operating system (such as Palm Treo 700w, 700wx and 750 and Dell Axims) currently will not run the Handheld CTI Navigator program. Other versions of access to the data and functionality of CTI Navigator using handheld devices are under development. (Note: If you are interested in participating in testing versions under development for mobile access, contact Handheld Navigator at CTI before purchasing a non-Palm based handheld device.)

Program Installation

Since not everyone will be using the Palm Export, some of its components are not installed until its first use. Following are instructions on how to install the complete Handheld CTI Navigator program. (For additional information and assistance if needed, see Contact Note 3 at the bottom of this web page.)

 

  1. Verify that the “Palm™ Desktop Software” is installed on your desktop computer and that its HotSync® function works with your handheld device (press the Sync button).
  2. Attach your handheld device to your computer running CTI Navigator.
  3. Disable or exit any anti-virus, disk protection or Internet Security programs and leave them off until the Handheld CTI Navigator program has been completely installed on your handheld device.
  4. Update CTI Navigator on your desktop PC normally if it uses local data.
  5. In the CTI Navigator main menu, go to Tools > select Palm Export. Your computer will need to connect to the Internet. (See note 1 below.)
  6. After the program connects to the Internet, review the instructions on the "CTI Navigator Palm Pilot Installation" web site. Then click on the hyperlink that states, “Click here to download Satellite Forms support software for Palm.”
  7. At the Download/Install screen, select Run/Open (not Download).
  8. In the ensuing Satellite Forms dialog boxes, accept the default settings by clicking YES and then Next on each screen. Click Finish on the last screen. This will install the Satellite Forms application on your computer (to be used by the CTI Handheld Navigator program) and will return your browser to the previous screen.
  9. Fill in the six data fields and click SUBMIT on the CTI Navigator Palm Pilot Installation web site to return to the CTI Navigator menu on your desktop computer.  Select YES to exit on the following question.
  10. Go to Tools > select Palm Export (again).
  11. A "Recent Changes" screen will appear. Click the X in the upper right corner to continue.
  12. If prompted, click Yes to restart the Palm HotSync Manager.
  13. Click OK on the Palm Export screens.
  14. On the Install Tool screen, verify that the User name displayed is your name (or the handheld’s device name) exactly as it is registered on your handheld. Then click the Done button.
  15. On the Palm Export screen click the OK button to continue.
  16. As indicated on the next screen, “Press the Sync button on the Palm cradle and wait for the process to finish.”

This completes initial installation of the Handheld CTI Navigator program. The CTI icon with your MLS 3-letter abbreviation as a label will appear on your handheld’s screen. (You may need to scroll down to see it.) 

 

Note 1: If the address in your browser starts with "-No Home", you must remove the "-no home" from the address so that your computer can connect to http://www.ctimls.com/...

 

Note 2: You can click the Help button on the first screen in the Palm Export sequence to view basic instructions for operating  Handheld CTI Navigator. 

 

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Data Synchronization

To Download or Synchronize the data to your handheld device:

 

  1. After the initial program installation, or after selecting Tools > Palm Export, a screen will prompt you to insure that your Palm is attached to the computer and display “Select type of data to be loaded into Palm.” Check the box beside items to be exported (and uncheck any items not to be exported). Note that the more items loaded onto the handheld, the slower it will run. (Mainly for this reason, photos are not currently exported.)

  2. Click the Start Export button. The next “Extraction in Progress” screen will dynamically display the number of selected listings as they are being reformatted so that they can be exported  to your Handheld. Please be patient as this process may take a few minutes.
  3. When the extraction process is complete, a screen will display “Ready to synchronize with handheld. Press the Hotsync button.” Once this message is displayed, press the HotSync button on the handheld cradle (or Palm icon) to begin synchronizing (i.e., downloading) the extracted data from your PC to your handheld.
  4. After several minutes (depending on how many listings are being transferred), a tone from your handheld and a message will indicate that synchronization is complete.
  5. If you disabled or closed any anti-virus or internet security programs, you may re-start them now.

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Using Handheld CTI Navigator

The Search process on the Handheld is similar to but not exactly the same as on the PC. In general, CTI Handheld Navigator uses the standard Palm interfaces for selecting and entering numbers and letters, and for paging forward or backward. The following instructions assume you have previously installed the Handheld CTI Navigator program on your handheld device and have successfully synchronized the data with the CTI Navigator on your computer. 

 

To begin using Handheld CTI Navigator on a handheld device, select the CTI icon (CTI icon). On the next screen, select either Find Listings, Find Agents, or Find Offices. 

Find Listings

On the first Find Listings screen, either enter an MLS number and select Search; or check one of the Form Types and select Next. Only one Form Type can be selected at a time. A letter designating the selected Form Type (such as R=Residential, C=Commercial) displays in the bottom right corner of subsequent screens.

Set Search Criteria

On the Criteria screen(s) tap the checkbox or the encircled criteria name, and enter the desired value(s) on the next screen. Press OK after entering a criterion value to return to the Criteria selection screen.

 

The default for all criteria is to include all values. A check in the box beside a criterion restricts the value of that criterion to the value(s) specified. For example, if Property Type is unchecked, all property types will be included in the search results. If Property Type is checked, only listings of the Property Type(s) specified will be included in the results. The check in the box determines whether or not a criterion is used to filter the results. However, unlike on the PC, the check in the box does not affect displaying the criterion value in the results table. The value of all searchable criteria, whether checked (specified) or unchecked (not specified), display for each listing in the search results table.

Search

After specifying all desired search criteria, tap Next to display a table of listings that match the search criteria. The MLS# of the listing highlighted in the table displays in the top left corner of the screen. Tap anywhere on a row to select that listing. The total number of listings in the results table is shown in the top right corner of the screen. The table displays 10 listings at a time.  

Results Table

Tap the large Right-pointing arrow (Æ) below the bottom right of the table frame on-screen to scroll right one full screen. This will display additional columns of information for the same listings displayed on the front screen. The address and price of the highlighted listing will display across the top of the screen. After scrolling right, tap the large Left-pointing arrow (Å) below the bottom left of the table frame on-screen to scroll back to the front screen of the displayed listings.

 

If there are more listings than will fit on the screen, there will be a down arrow (È) in the bottom right corner of the table. Tap this on-screen arrow to scroll down one line and display the next screen of listings, or use the Down Arrow of the navigator button on the keypad. To return to the previous screen, tap the up (Ç) scroll arrow in the top right corner of the table, or use the Up Arrow of the navigator button on the keypad, to scroll upward one line. Do not tap Back at the bottom of the screen unless you want to return to the Criteria Selection screen to revise the search criteria.  

Sort

Tap Sort at the bottom of the screen to change the order in which listings are displayed in the results table. Results are sorted first by the criterion checked in the "Primary" column and secondarily by the criterion checked in the "Secondary" column. Only one criterion can be selected for each sort level (i.e., there can be only one primary criterion and one secondary criterion). To change a criterion, tap the new criterion name. (If other criteria are not displayed in the column, click the down arrow beside the existing item to display a list of available items.) Tap OK to re-sort the search results as indicated and return to the previous screen. Tap  Cancel to return to the previous screen without changing the sort order the listings.  

Details

Tap to highlight any listing in the results table and tap Details at the bottom of the screen to view page 1 of the details. The address and price of the selected listing is displayed across the top of the screen. The page number is displayed at the top left corner of the screen. Tap the button labeled "To Pg X" at the bottom right corner of the screen to advance to the next details page. Tap the "To Pg X" button at the top right corner of the screen to return to the previous details page.

From page 1 of the Details screen, tap Office or Agent to view the Listing Office or Listing Agent details screen. See Find Office or Find Agent below for instructions on using these screens.

 

Tap Back to return to the search results table. Tap Prev MLS to scroll to the details screen for the “previous” listing in the search results table (i.e., the listing in the row above the current listing). Tap Next MLS to scroll to the details screen for the next listing in the search results table (i.e., the listing in the row below the current listing).

Find Agents

Tap Find Agents on the MLS menu to display a list of all MLS members with their contact/home phone number. The list is sorted alphabetically by last name. The office affiliation of the highlighted agent is displayed at the top of the screen of the selected agent. Only one agent can be selected at a time.  

Press the down arrow of the navigator button on the keypad or use the down arrow (È) in the bottom right corner of the table to scroll down. To move up the list, tap the up arrow (Ç) in the top right corner of the table. The highlighted agent remains selected until another agent is selected (even when the highlighted agent is not displayed on the current screen). Tap Back at the bottom of the agent list to return to the Listing/Agent/Offices screen.  

Tap Search to search for agent by First or Last Name. Check either the box for First Name or Last Name, and then enter the first letter or two of the name. To enter letters, use either the on-screen keyboard at the top of the screen or the keypad on your device. At the bottom of the Agent Search screen, tap Next to display the list of agents with the agent most closely matching the search criteria at the top of the list. If you search by first name, the resulting agent list will be sorted by first name.  

Tap Details to display additional information about the selected agent (such as office phone number, e-mail address). Tap the down arrowhead (q) beside the last line on screen (Address) to scroll to page 2 of Agent Details. This will display the agent’s home mail address and any additional contact information (such as home fax, beeper, etc). Tap the "To Pg 1" button at the top of page 2 to return to page 1.  

Tap Prev Agt at the bottom of page 1 of the Agent Details to scroll to the details screen for the “previous” agent (i.e., the agent in the row above the current agent) in the agent list.  Tap Next Agt to scroll to the details screen for the next listing in the search results table (i.e., the listing in the row below the current listing).

If your handheld includes a telephone, you can select an agent and tap the Dial button beside the agent's phone number. Pressing a dial button will open a "review" screen on which you can modify (such as add area code or *67 for no caller id) or completely change the selected phone number. Tap the Dial button on the review screen to initiate a call to the number on screen. Activating your smartphone's dialing features will automatically close Handheld CTI Navigator. 

Find Offices

Tap Find Offices on the MLS menu to display a list of all MLS offices with their contact phone number. The list is sorted alphabetically.

 

Tap Back at the bottom of the office list to return to the Listing/Agent/Offices screen. Use the down arrow (È) in the bottom right corner of the table to scroll down and display the next screen of offices. To return to the previous screen, tap the up arrow (Ç) in the top right corner of the table. The highlighted office remains selected until another is selected, even though it may not be displayed on the current screen.

 

Tap Find to search for office by the office name. Fill in the first few letters of the office name by using the keyboard at the top of the screen or your device's built-in keyboard (if  it has one) to enter letters. At the bottom of the Office search screen tap GO (or Next) to display the list of offices most closely matching the search criteria.

 

Tap Agents to show the list of agents assigned to the office. Agents are listed alphabetically by last name.  

 

Choose and office and tap Details to display additional information about the selected office (such as office phone number or e-mail address). Tap Show Agents Next Agent to show the next agent in this office. Tap the up arrowhead (p) at the top of page 2 to return to page 1.

If your handheld includes a telephone, you can select an office and tap the Dial button beside the office phone number. Pressing a dial button will open a "review" screen on which you can modify (such as add area code or *67 for no caller id) or completely change the selected phone number. Tap the "Dial" button on the review screen to initiate a call to the number on screen. Activating your smartphone's dialing features will automatically close Handheld CTI Navigator.  

 

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Note 3: Registered MLS users may contact Handheld CTI Navigator  technical support at Creative Technology of Sarasota, Inc. (phone 1-800-533-1031) for additional information and assistance if needed. Currently, support for Handheld CTI Navigator is available M - F, 11:00 am - 6:00 pm EST.

 

 

 

 

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