Set Default Screen or Table Layout

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Set Default Screen or Table Layout in CTI Navigator Desktop

Overview

When you display the results of a search in CTI Navigator Desktop you have a number of resizable windows available for displaying information such as Maps, Web Links, etc. If you have a particular way you like these windows positioned on your screen and find yourself resetting them up over and over whenever you search, then you can save some time by saving your setup as the default screen layout. This will cause CTI Navigator to automatically use your setup whenever you display search results. You also can do this for the data items displayed in the search results table called a “Table Layout” (see Set Default Table Layout below).  [Click here for instructions on setting default screen and table layouts in CTI Navigator Web.]

Set Default Screen Layout

Step 1:  Configure the items on your screen to the way you prefer them laid out. For example, you can simultaneously display a table of Search Results with associated Map and Web Link windows (as shown below). 

  

Step 2:  On the Search Results table, select Menu > File > Save as Default Screen Layout.

 

Removing the Default Screen Layout: To remove your custom Default Screen Layout and return to the system default, click on Menu > File > Reset Default Screen Layout.

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Set Default Table Layout:

Just as you can tell CTI Navigator to automatically set up your screen a certain way, you can also specify which data items CTI Navigator will automatically display in the search results table.

Step 1: Configure your table to the way you prefer it (by resizing, adding or removing columns). 

Note: For instructions on configuring data tables, see the Data Table Overview section in CTI Navigator Help. For instructions using Help inside CTI Navigator, see the related article below, Using Help in CTI Navigator.

Step 2: Select Menu > File > Save as Default Table Layout.

Removing the Default Table Layout: To remove your custom Default Table Layout and return to the system default table layout, click on Menu > File > Reset Default Table Layout.

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Set Default Screen of Table Layout in CTI Navigator Web

CTI Navigator Web also includes the ability to save a customized "Personal Result Table" format as part of the default search results Screen Layout for different "Search Types" (such as Residential, Condo, Lot, Rental, Tax, etc). Click the "Customize" button on the Search Results screen to set either the Current Screen Layout as the Default, or the Current Table as the Default, or set both the Current Layout and Table as the Default. On this same screen you also can independently re-set either the table format or the screen layout back to its System Default.

Customize Result Screen image 

Customization of a Search Results screen sets the Default Table and Layout for the particular "Search Type" currently displayed on the Results screen. Search Results of Search Types for which you have not customized the screen will open with their System Default Table format and Screen Layout. However, if you save a table format with saved search criteria, search results based on those saved search criteria will display in the saved table format (rather than in the default format).

There can be only one default screen Layout (which positions the table, report and/or map on the search results screen) common to all Search Types. But you can save different Table formats as your default table for different Search Types. 

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Related articles and Internet links:

 

To return to CTI's menu of Help and Tutorials, click here or use the back arrow at the top of your Internet browser.

 

rev. 06.22.2012