Tech Tips - "How To" Email Information
Tech Tips are short "how to" instructions for
performing specific or advanced tasks in CTI Navigator Web. The Tech Tips
on this web page apply to using email. For more details see
the appropriate tutorials:
Click here for Navigator Web II tutorials;
click here for Navigator Silverlight tutorials.
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Index of Email Tips
Click
Help in the frame menu of CTI Navigator Silverlight, and then
select Tutorials to see a description and list of videos on how to use
the main features in CTI Navigator Silverlight. You
can watch a video and/or view or print its
transcript. Each tutorial video has a dynamic table of contents. You can click
on any topic in the table to go directly to information in the video on that particular topic. Because
the videos run in a separate browser window, you can pause the video,
switch to CTI Navigator Silverlight, and try for yourself what was just demonstrated in
the video. These
tutorial videos are also accessible from CTI's
Help and Tutorials website.
- For instructions
on using email addressing functions, including using contact information in the
MLS roster, see the "Using the Address
Book and Addressing Email" tutorial.
- For instructions on importing email
contacts from other programs, formatting email, using merge fields, customizing
and using message templates, and emailing MLS reports and messages, see the "E-mail and E-mail Templates"
tutorial.
Use a "Blind Carbon Copy" (Bcc) address to conceal email addresses from other
recipients of an email message.
To add a hidden (Bcc) address to an email message in Navigator
Silverlight:
- Open a New Email Message screen (such as from the Home Page, a Search Results,
a Listing Details, or a CMA report).
- If a recipient's email address is NOT in your Navigator Address Book,
click in
the box beside the "CC:" button and enter their email address(es).
Separate multiple addresses with a semi-colon (such as address1;address2).
- If the recipient's address is already in your Navigator Address Book, or
after you have typed their address into the CC address box, click on the
CC: button ().
- In the Address Book -
- If you typed the address in the CC: box on the New Message
screen, click and hold the cursor on this address in the < CC box
on the
left side of the Address Book screen, and drag and drop the address in
the box beside the < Bcc button.
- Select any other recipients (under Clients, Agents, Offices, or
Affiliates tab) and drag and drop them into the appropriate Bcc, Cc
or To box on the left; or click the appropriate < To, < Cc, or <
Bcc button as you make a selection. (For a
demonstration, see the "Using the Address
Book and Addressing Email" tutorial video.)
- Click on the OK button at the bottom of the Address Book. The blind copy
address will now appear in the Bcc box (instead of in the Cc box) on
Navigator's New Message screen.
- Neither the Bcc box nor any of its contents will appear on any
recipient's email screen.
- Enter an email address in the "To" box - either by typing the
address into the box, or by clicking on the To: button and selecting
an address from the Address book.
- The email cannot be sent without a valid email address in the "To:"
box.
- The address in the "To:" box will display on all recipient's email
screen, including those blind copied.
- It is standard practice for the sender to enter their own address in
the "To" box when the only other recipients are blind copied.
- If you do not want your email address to display in the "To" field,
you can use a "Special
Client named Undisclosed Recipient" as described below.
To address an email Message or MLS Report to all members of the MLS (where
permitted by your local MLS policy - see "Spam
Alert" below) from CTI Navigator Silverlight:
- Open the "Address
Book".
- On the Home
Page either:
- select Address Book, or
- click on New Message, and then click on an
address button (To or CC).
- On a Search Results or Details page,
click the E-mail button, select a report, click the Continue button,
then click an Address button (To or CC).
- Click on the Agents
tab (on the right side of the Address Book). See Selection note below to send email to all your Clients.
- Click the "Show
All" button (on the row below the tabs on the right)
- Click the "E-mail"
column heading (on the far
right). This will sort the names that have an email address together, and separately from those without an email address.
- Scroll down past all the names with blank
email addressees, and then single
left-click on the first listed name
with an email address. This will highlight it.
- Scroll down to the last name with an email address in
the list, hold down the Shift
key and single
left-click on it. This will highlight all names and email addresses
between your first and second click.
- Click on the E-mail
tab on the left side of
the Address Book
- Click the "<
To", "< Cc", or
"< Bcc"
button as appropriate between the left and right sides of the Address
Book. This will copy the name and email address for all selected names
to the address field on the left. (See the Bcc note to send as blind copies.)
- Open a "New Message" screen.
- If you opened the Address Book from the Home Page, click the "Compose
Message"
button on the left. This will open a New Message screen with the
selected names and email addresses automatically added to the selected
address field.
- If you opened the Address Book from a "New Message" screen, click the OK button at the bottom right of the screen to return to the New Message screen. The
selected names and email addresses will be automatically added to the selected
address field.
Selection note:
To address email to all or a selection of your clients saved in CTI Navigator Web (such
as a notice of your change of office or contact information), click the
Clients tab (instead of the Agents tab).
Bcc note: When appropriate, you can enter addresses in the Bcc
("blind-carbon-copy") email address field to protect them from being
displayed in any recipient's email. Then enter your own email address
in the "To" field so that your email address will display in
recipients' email. (Email messages should be addressed "To" someone. If all address fields are blank, anti-spam filters
are likely to block delivery of the message.)
- If you frequently send email to groups whose individual addresses should not be disclosed,
and you do not want your email address to display in the "To" field,
you can create a
special Client named Undisclosed Recipient in Navigator Web. Open
Client Manager, click "Add New Client" button, enter "Undisclosed Recipient"
as the client name, and enter your own address for the email address.
Then, when sending email to hidden recipient addresses you can enter "Undisclosed Recipient" in the "To" address, and the
individual addresses in the Bcc address. (See "Add Hidden
(Bcc) Address to Email Message" above.)
Group Email: If you frequently send messages to a
large group of
individuals whose addresses you have saved in your personal email program
(such as in Gmail or Office Outlook),
create a contact with the group name
and assign the appropriate individuals to this group in that program. Then you can
email messages (and MLS reports) from Navigator Web to yourself, attach any
custom documents not in the MLS (such as flyers), and forward your message
from that program addressed to the Group (without needing to enter individual
addresses). Forwarded email can be easily edited so it does not show as
forwarded. See Help in your particular email program for how to create
and manage groups in your contacts.
Spam and Junk Mail Alert. Many MLS boards discourage or do
not permit unapproved mass mailings to the entire membership because such
unsolicited email is considered Junk Mail or SPAM. In addition, many MLS
members do not want their email address in the MLS used for any type of mass
mailings. Please check directly with your local MLS association for their policy
regarding mass mailings from individuals to all MLS members. See how to comply
with federal regulations for commercial email at
CAN-SPAM Act Compliance Guide (by the FTC).
Where permitted by MLS policy (see "Spam and Junk Mail
Alert" and "Export Limit" notes),
you can export MLS member mail addresses from CTI Navigator Desktop into
your default email program in Windows. This will allow
you to send non-MLS hosted
documents (such as flyers or extra photos) to the MLS membership. If you
do not already have the Desktop version of Navigator installed, click
here to download and install the program version appropriate for your MLS.
(You do not need to install data; just install the program.)
To export the email address for all Agent members of the MLS into your
default email program in Windows:
- Log into CTI Navigator Desktop
- Select Roster in the top of the Main Menu
- Select Agent/Office in the drop-down menu
- Select the Agents tab
- Click the All button beside Office
- Click the All button at the bottom beside
Selected Items
- Click the E-mail icon at the top of the screen
- Click Yes at the prompt to proceed without agents missing an
email address in the MLS Roster.
Export Limit: To prevent abuse, some MLS's
limit the number of items that can be exported outside the MLS system.
To export the email address for all Offices in the MLS into your
default email program in Windows:
- Log into CTI Navigator Desktop
- Select Roster in the top of the Main Menu
- Select Agent/Office in the drop-down men
- Select the Offices tab
- Click the All button at the bottom beside
Selected Items
- Click the E-mail icon at the top of the screen
- Click Yes at the prompt if prompted to proceed without offices
missing an email address in the MLS Roster.
To attach custom documents, or documents not in the MLS, to MLS
reports emailed from CTI Navigator:
- Email the MLS report(s) from CTI Navigator
(Web or Desktop) to yourself
- Open this message in your preferred email program
- Select to forward the message
- Delete the original message address information
(From/To/Sent/Subject) in the body of the message
- Attach any desired documents
(such as flyer, non-MLS document, or custom report)
- Enter the recipient address
- Send the combined MLS and non-MLS information from your preferred
personal email
program.
To include a link to a document
(such as a flyer), or additional photos, that are not in the MLS in email from CTI Navigator Web, see
the "Email Documents (such a Flyer)
or Photos Not in the MLS" tech tip below. To send to all MLS
member where permitted, also see "Export
Email Addresses from Roster in Navigator Desktop".
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You can create a New
email message by clicking "New Message" or "Address
Book" on the Home Page of CTI Navigator
Web. To start a new
message from the
Address Book screen, click the Email tab on the left pane. To include an
MLS report with your email, click on the email button on a Search
Results or Listing Details page.
Regardless of how you get to a New Message screen, you can address and type your message, insert a Merge Field, apply special formatting, or you can insert a pre-written message from
your Templates. Your custom signature will be included
automatically.
Your messages will be emailed out through either CTI's national
email provider, or, if you have entered your Gmail
settings under the Clients button on the frame menu, through your Gmail account. If
desired, you can set your Gmail account to send email through
Gmail's servers "on behalf of" another email address that you own.
To be able to track your individual email sent
from CTI Navigator Web, you have two options. In either case, you must make
your choice before sending an email message. Individual
messages are not archived in the MLS in a format accessible by users.
- Copy yourself on all
email messages and auto-notifications. Just check “Send me a copy”
on messages, and check “Notify Agent” on Saved Searches
with Auto-notification. You will then have a copy automatically sent to the
email account you have in your agent record
in the MLS (as long as that account is set to save sent messages).
- You can set CTI Navigator Web (which
includes CTI Navigator Mobile) to use your
personal Gmail
account for all outgoing email (which includes both individual
messages and auto-notifications). If you set Navigator Web to send through
Gmail, you should have a copy of your MLS originated messages in the “Sent
Items” in your Gmail account. The Gmail service
is free, widely used and offers many options. You can even use a Gmail
account as a gateway to a send messages as if from a different email
provider and account (see "Use Your
Gmail Account to Send From an Alternate Email
Address" below).
To create a new template message in CTI Navigator Web:
- Open New Message on the Home Page
- Click the Template Manager button on the New Message screen
- Click the "New" button at the bottom of the Template Manager screen
- Enter a Template Name and Subject at the top of the screen.
- Click in the message box and enter information by typing and/or using
the email options (Edit and Paste, Font, Paragraph, Insert, Tool and Tables) in the
toolbar above the message. See the Edit
Custom Email Template tech tip for more information about using email
options.
- Click the "Save" button to keep the message
and add it to your list of Templates in CTI Navigator Web.
System standard email templates cannot be modified, but they can be copied
and the copy can be customized.
To copy and customize the copy of an existing Template message:
- Open New Message on the Home Page
- Click the Template Manager button on the New Message screen
- Select any template in the list on the left
- Click the Copy button at the bottom of the Template Manager
screen
- Edit the Template Name and Subject at the top of the
screen
- Click at the desired position in the message box and enter changes by
typing and/or using the email options (Edit and Paste, Font, Paragraph, Insert, Tool
and Tables) in the toolbar above the message. See
the
Edit Custom Email Template tech
tip for more information about using email options.
- Click "Save" to keep the customized message
and add it to your list of Templates in CTI Navigator Web.
To edit a custom email template in CTI Navigator Web:
- Open New Message on the Home Page
- Click the Template Manager button on the New Message screen
- Select your customize template in the list on the left
- Edit the Template Name and Subject at the top of the
screen if desired
- Click at the desired position in the message box and enter changes (by typing, pasting
with the Paste icon, and/or using the "Insert
Merge Field" button)
- Always replace or delete yellow
highlighted words between <horizontal
chevron symbols>
- Do not modify "Merge Field" information
in square [brackets]
unless you do not want Navigator to automatically insert the
referenced information from its database
- Use the icons in the toolbar above the message to Edit
(paste, cut, copy, undo/redo, or copy style), change Font, format
Paragraphs, Insert or change (photos, links, or symbols), and use
the Spelling or Find-and-Replace Tools.
- To create and/or format a Table, click the Tables tab above the
toolbar.
- Click the "Save" button to keep your changes; or
click Cancel to discard any changes.
Your signature is a customizable email template
in CTI Navigator Web. To edit your default signature:
- Open a New Message on the Home Page
- Click the Template Manager button on the New
Message screen
- Click the "Edit Signature"
button in the lower left of the Template Manager screen
- Click at the desired position in the message box and enter changes by
typing and/or using the email options (Edit and Paste, Font, Paragraph, Insert, Tool
and Tables) in the toolbar above the message. See
the
Edit Custom Email Template tech
tip.
- Click "Save" to keep changes; or
click Cancel to discard any changes.
See the tutorial "Email and Email
Templates" for information on editing templates and using
merge fields.
For multiple signatures, see the "Create
Special Purpose Signature" Email Tip below.
For information on adding your photo into your
signature, see the “Insert
Agent Photo in Email Signature”
Email Tip below.
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There can be only one default signature for your
email from CTI Navigator Web. However, you can create multiple signature
templates and use them instead of your default signature when appropriate.
To create a new special purpose signature template:
- Open a New Message in CTI Navigator
Web
- Click the Template Manager button on
the New Message screen
- Click the "New" button to create a totally new signature
template; or select an existing template (on the left) and click the "Copy"
button.
- Edit the Template Name and Subject at the top
- Periodically click the "Save" button to save what you have
created so far
- Click in the text box where you want to insert information, and then
type or paste the information to insert
- If appropriate, click the "Insert Merge Field" button and select
a field name from the drop-down list:
- Select "Listing Link" to insert the "Click here to
view properties" hyperlink if your email includes selected search
listings results. If your message does not include listings, this field
will not display when the message is sent (the line where the link
otherwise displays will be blank)
- Select "My E-mail Signature" to insert your existing
default signature information and/or merge fields
- Note that Merge Fields do not display their
content until the message is sent.
- To include information hosted outside the MLS database
(see cloud note below), click
"Insert" and select "Insert Hyperlink" or "Insert Picture
Link" as appropriate
- To change format, highlight the text and click the appropriate
Font format function (such as bold, italic, underline, highlight in color,
et cetera)
- Click the "Done" button to save your special signature template
and close the Template Manager.
See also the "Use
Special Signature or other Template" email tip (below).
Cloud Note: For instructions on how to link to
document and image files stored in "the Cloud" (such as Dropbox, GoogleDrive or
OneDrive on the Internet), see "Link
to Files Stored in the Cloud" in the
General Tech Tips.
CTI Navigator Web email includes many standard pre-written
message templates that can be used for individual messages or customized and
saved for future re-use, as well as the ability to create and save entirely new
message templates. MLS officers, partners, team members, or staff members can
create and use one or more special signature templates as appropriate to their
function.
To use a special signature or other template:
- Open either a New Message, or an Email Report screen
in CTI Navigator Web
- Click the Templates button and select the
desired template in the drop down list
- Note that the template you open will replace
any other template in the message (including the default signature
template)
- Add or revise information in your message as
appropriate
- Address the message ("To: ") and edit its Subject
- Check "Send me a copy" if desired and then
click the Send button.
See the tutorial "Email and Email
Templates" for information on and demonstration of editing templates and using
merge fields.
▲ Back to Index of Email Tips ▲
To include a link in an email message from CTI
Navigator Web to one or more document(s) attached to a listing in the MLS
(such as a plat map, covenants or disclosure), first open the desired document(s) to
display the URL address to where the document can be accessed. Then copy the
document's URL address and insert it as a hyperlink in your email message
from CTI Navigator (or send from
Adobe Reader as
described below).
Here's how to send from CTI Navigator Web:
- Open a Listing Details screen.
- Click the Documents button (on the
left).
- Click on a document name to display it in a separate
browser window. Leave this window open.
- Click the CTI Web Navigator tab to
return to the Listing Details screen.
- If another document is desired, click on its name and
leave it open in another browser window. Open as many documents as available
and desired.
- Open a New Message screen.
- To send just document link(s) in your message,
click Home in the frame menu and select New Message on the Home Page.
- To send document(s) along with one or more Listing
Reports for the selected property:
- click the Email button at the
bottom of the Listing Details screen
- verify that the correct property is
selected
- select the desired Report(s)
- click the Continue button
- Click on the browser tab for a document that you opened
in the previous steps
- Click in the Internet address box for the displayed
document and copy the address to the clipboard
- Windows Copy shortcut: simultaneously press Ctrl/A
to select all of the address, then Ctrl/C to copy it to
the clipboard
- Macintosh Copy shortcut: simultaneously press Command/A
to select all of the address, then Command//C to copy
it to the clipboard
- Click the CTI Web Navigator tab to
return to the New Message screen
- Click on a place in the body of the email message
where you want to insert the hyperlink to the listing document (see
zoom
note below)
- Click "Insert Hyperlink"
(paper clip icon) in the New Message toolbar
- On the Insert Hyperlink screen, click in the Text
box and type the name of the document link (such as "Click
here to view Property Plat Map")
- Click in the URL box and paste
the Internet address to the document (use Windows keyboard
command Ctrl/V or Macintosh Command/V)
- Click the OK button
- Repeat steps 7 through 14 to insert multiple document
links.
Zoom Note: Observe where
the cursor is pointing (blinking) when you click with your mouse. If your
Internet browser is set to a zoom factor other than 100% (the normal default),
clicking your mouse may not set the curser in the expected position. If this
happens, you can use the four up/down-left/right arrow keys ()
on your keyboard to position the cursor to the correct insertion point.
As an alternative to emailing documents
out of CTI Navigator Web, you also can send Listing Documents as links or
attachments out of your browser's Adobe Reader through your designated email
program as follows.
- Open a Listing Details screen in CTI Navigator Web.
- Click the Documents button (on the
left).
- Click on a document name to display it in the browser's PDF Viewer
window (usually the free Adobe Reader in Windows).
- While viewing the document in Adobe Reader, click on Adobe's Send
icon
in the File Tools (if Adobe's File Tools are hidden, press F8
in Windows browser)
- Select "Attach to Email"
- Select how you would like to email this document:
- "Send a link (URL) to the PDF file on the Web; or
- "Send a copy of the entire PDF file as an attachment"
- Click either "Send Link" or "Send Copy" button
- Select "Send Using" either
- The Default email application on you computer; or
- Your Webmail
- Check "Remember my choice" (if desired)
- If sending through your Default email app,
- Click the Continue button.
- A new message will be created with a PDF file attached or code for a
link to the PDF file.
- If sending through your personal Webmail,
- Select your webmail provider (Gmail, Yahoo, or Other);
- Enter your webmail account information on the next screen;
- Click OK or Add as appropriate, and then click the Continue button.
- A copy of or link to the PDF (Listing Document) file will be created
in the drafts folder of the designated account.
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Email Listing History Report
To email a Listing History Report:
- Select History Report on the Details window
- Select the Print button below
- Select "View PDF", and select
Open
- Use the email envelop button () in the Acrobat view screen to send as
a link or as an attachment file using your default desktop email app, or
your webmail account.
Note: Although interactive Listing Maps cannot be embedded in email from CTI Navigator Web,
you can capture and email a map image through your preferred web mail or Windows email
program as described in the "Email
Listing Map" tech tip below.
CTI Navigator Web email supports links to image files, but does not presently support
attachments or pasting image files directly into email messages. However, there are several
other ways you can
email CTI Navigator Web map images.
Windows Snipping. To email a map, or an
image of a screen displaying
both a map and
listing information, first use the Windows "Snipping Tool"
(included in Windows Vista, 7, 8, and 10) to copy the screen image.
(See the note below for Snipping in Windows XP.)
You then
can use the Snipping Tool to annotate the screen image and either email
the image (by clicking File and selecting "Send To") using your
Windows default email program; or save the
screenshot as an image file (PNG, GIF, or JPG) and then attach that image file to a message
you send through your preferred web mail or Windows email program.
Windows Clipboard. You also can click on an
on-screen map, hold down the Alt key and press the Print
Screen (PrtScn) key to place an image of the map screen into the Windows
clipboard. Then you can paste that image into a message
you send through your preferred web mail or Windows email program.
Mac Screen Capture. Use either the Command-Shift-4
keyboard command, or the Preview app, to take a screenshot (such as of a map) that can be
attached to a message you send through your preferred email program. For more
information on capturing screen images on a Mac, see "Capture
Screen Shot on Mac OS X" in Navigator's
General Usage Tech tips.
Vista Snipping Note: If the Windows "Snipping Tool"
is not searchable and not listed in System Accessories, you may need to enable it as
follows:
- Click Start > Control Panel > Programs and
Features
- On the left pane, click "Turn Windows Features
On or Off"
- Check "Tablet PC Optional Components"
and click OK.
XP Snipping Note: Windows XP users must download a
third-party screen-capture or snipping tool. (For example, see the freeware
"Windows XP Snipping Tool"
at http://XpSnipping.codeplex.com
or "CaptureIt Plus"
at http://CaptureItPlus.codeplex.com
.)
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Listing Reports are formatted for printing rather than for email.
Email Reports on the other hand are specifically formatted and coded for
processing by email. To email a listing formatted report, it needs to be
converted into a PDF format.
To email Listing Reports as PDF files from Navigator Web, either
select "Print Reports" on the Search Results screen
or select the Print button on the Property Details
screen. On the pop-up Print window, select the appropriate Options
and Report, and click Continue. Then click either:
- "Save PDF" button to save
the report as a pdf file that you can attach in any email program (including
web mail); or
- "View PDF" to open
the report in your PDF reader, and use its email/share tool (
in Adobe Reader) to send either a copy or link for the report (in pdf
format) to the
default email program in your Internet browser.
Tax Reports (where available) are formatted for printing rather than for email.
To email a Tax Report from the MLS, convert it to a PDF format and send
as follows:
- Search Tax rolls, or click the Tax Report button on a Search Results
details screen
- Click the Print button at the bottom of the screen
- On the left side of the Print dialog screen
- Select the desired Property or Properties under Selection Options
- Select the desired Report Options
- On the right side of the Print dialog screen
- Verify or select "Tax" instead of "Listing" beside Select
Report(s)
- Check the desired Report or Reports (Full, One-Line,
etc.)
- Click the View PDF button at the bottom of the screen (or see
Save PDF note below)
- In your PDF Viewer click File, then select Send,
and select either
- "Page by Email" to send as an attached file named
CTIPrint.pdf; or select
- "Link by Email" to send a text link. You may need to
add at least one space after the link to activate it in you email
program.
Save PDF Note. Click "Save PDF"
(instead of "Print PDF") if you prefer to save the report with a file name you
assign, and then attach that file to a message sent through your personal email
program.
To include a document (such as a Flyer) or additional
photos that are not in the MLS in
your email from Navigator Web:
- Create or upload your non-MLS document or photo(s) into an
Internet Cloud Storage service (such as
Google Drive,
Microsoft
OneDrive (formerly SkyDrive),
Amazon Cloud Drive, DropBox, et
cetera).
- At the Cloud Storage website, set the appropriate
file to be shared by anyone with the link.
- Copy the link for the shared document.
- In a Navigator Web new email message, click on the place in the body of the message
where you want to insert the link to the non-MLS document (see
zoom
note).
- Click "Insert Hyperlink"
(paper clip icon) in the New Message toolbar.
- On the Insert Hyperlink screen, click in the Text
box and type the name of the document link (such as "Flyer"
or "Open House").
- Click in the URL box and paste
the Internet address to the document (use Windows keyboard
command Ctrl/V or Macintosh Command/V).
- Click the OK button.
To email your message with linked documents to all MLS members, see "Address Email to Entire MLS
Membership (where permitted)" above .An alternate approach is to export member addresses from the Roster in CTI
Navigator Desktop (see "Export
Email Addresses from Roster in Navigator Desktop"). Then attach
your non-MLS hosted document and send your email message to those members
through your personal email program.
To email any MLS Print report
from CTI Navigator Web (such as Photos only or Buyer Handout with
Agent
Contact information in the Heading):
- Select either "Print Reports" on the Search Results screen,
or select the Print button on the Property Details
screen (not the Email button)
- Check the desired Options for Property
and, if appropriate, Option(s) for Reports
- Select the appropriate Print Report(s)
(such as " Photos 4 Column", or Buyer Handout)
- Click the "View PDF" button
- In your browser's PDF view screen:
- Click File in the menu bar
(at the top)
- Select Send (see
Adobe
note below)
- Select "Page by Email..."
(not "Link by email...")
- In your browser's default email program:
- Enter the Recipient Address
- If desired, modify or replace the Subject
line (the default is "Emailing: CTIPrint.pdf")
- The attached report file name will be
"CTIPrint.pdf"
- Enter a personal message
- Click Send.
Report Heading Note: Reports formatted for printing include a heading with agent name,
office name, and primary phone number, and a footer with disclaimer and time
and date created. Unlike reports specifically formatted for email, print reports are static
(information does not change) and there is no link for additional photos
beyond those displayed in the report.
Adobe Note: You also can use the
Adobe Reader's email/share tool ()
if you have a problem sending from the browser's menu bar. If you do use Adobe's
tool, the attached file will be named "CTIPrint.aspx.pdf."
▲
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The Agent Roster is included in the Address Book
on the Home Page of CTI Navigator Web. All entries in the Address Book
(Agents, Offices, and Clients) are
searchable by partial name or email address. For more details and a
tutorial video, select
"Using
the Address Book and Addressing Email" in Tutorials under Help
inside CTI Navigator Web.
To export member email addresses where permitted, see "Export
Email Addresses from Roster in Navigator Desktop".
To manually import email contacts into CTI Navigator Web:
- In the frame menu, select Clients >
Import E-mail Contacts
- Beside "Open CSV File", click the "Open
File" button
- Browse to the location of the CSV file and select it
- Click the Open button.
MLS members can upload their Agent Photo into the MLS server
through CTI Navigator Web. To do so, click on Agent Web in the
frame menu, select Images, and click the Upload button (on
the left side of the screen). (For details and demo, see the tutorial video "Customize
Your Agent Website" under Help in the frame menu.) Your photo is then
available for use in multiple functions in CTI Navigator Web - such as the Email
Address Book, your MLS-sponsored agent website, your CMA Reports, and your email
signature.
The template for the URL link to agent photos that have
been uploaded to the MLS server is
http://{MLS}.svc.ctimls.com/clientBin/{MLS}/photos/agent/{AgentID}/agent.jpg .
Replace {MLS}
with the 3-letter code for your MLS
and replace {AgentID}
with your 6-letter agent code in this address (do not leave the brace
symbols { })
where indicated in this template to link to your personal agent photo. (Your
Agent ID code is displayed in Navigator's Address Book and Roster.) You can type
or paste this URL in your browser's address box, substituting the correct MLS
and agent code, to test that the link displays your photo. Once the link correctly
shows your photo in the browser, you can highlight its URL address and copy the
URL into your computer's clipboard (use Ctrl+C
in Windows, or Command+C in Macintosh).
After you have customized the agent photo URL address, you can enter this URL
(or the URL to your photo hosted at
another website if applicable) to display your photo in your signature in email
messages from CTI Navigator Web. To insert your photo in your MLS signature, open Navigator Web's Home Page
> select
New Message > Template Manager
> Edit Signature button > click where you want the
photo to display > click "Insert
Picture" icon in the Insert
section of the email toolbar > enter (or use
Ctrl+V in Windows or
Command+V in Macintosh to paste) the URL address to your agent photo >
(if using the template described above, ensure that you have entirely
replaced {MLS}
with the 3-letter code for your MLS
and entirely replaced {AgentID}
with your 6-letter agent code in this address) > click OK.
To resize the image without distortion (retaining
its original height-to-width ratio), click on the image > click and hold on
any corner of the image frame (the cursor will become an
oblique angle two-headed arrow) > then drag the frame inward to reduce image
size or outward to enlarge the image.
To re-position the image, click and hold on the
image (not on its frame) and drag to a new position.
To correct mistakes, use the Undo or Redo icons in
the Edit section of the email toolbar.
Security Note: Some recipient's email security
filters may block display of linked images unless explicitly set to allow.
▲
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Once someone with management authority for your office has
uploaded the company logo into CTI Navigator Web, it will be displayed
automatically in the Email
Address Book, in your MLS-sponsored agent website, and in your CMA Reports. It also can be
inserted to display in your email
signature.
The URL link to company logos uploaded to the MLS server is
http://{MLS}.svc.ctimls.com/ClientBin/{MLS}/Photos/Office/{OfficeID}/Office.jpg .
Substitute the 3-letter code for your {MLS}
and the MLS code for your {OfficeID}
where indicated in this template (do not leave the brace symbols
{ }) to display your company logo. (The office
ID code is displayed in Navigator's Address Book and Roster.)
To test the link to your office logo,
type or paste this URL in your browser's address box, substituting the correct
MLS and office codes. Once the link correctly displays your office logo in the
browser, you can highlight its URL address and copy the URL into your computer's
clipboard (use Ctrl+C
in Windows, or Command+C in Macintosh). You can then enter this URL
(or the URL to your office logo hosted at
another website if applicable) to display this logo in your signature in email
messages from CTI Navigator Web.
To insert your office logo: open Navigator Web's Home Page
> select the New Message shortcut > click the Template Manager
button > click the Edit Signature button > click where you want the
logo to display > click "Insert Picture" in the Insert
section of the email toolbar > enter (or use Ctrl+V in Windows or
Command+V in Macintosh to paste) the URL address to your company logo >
(if using the template described above, ensure that you have entirely
replaced {MLS}
with the 3-letter code for your MLS
and entirely replaced {OfficeID}
with your office code in this address) >
click OK.
To resize the image without distortion (retaining
its original height-to-width ratio), click on the image > click and hold on
any corner of the image frame (the cursor will become an
oblique angle two-headed arrow) > then drag the frame inward to reduce image
size or outward to enlarge the image.
To re-position the image, click and hold on the
image (not on its frame) and drag to a new position.
To correct mistakes, use the Undo or Redo icons in
the Edit section of the email toolbar.
Security Note: Some recipient's email security
filters may block display of linked images unless explicitly set to allow.
Listing Photo links, but not photo files, can be inserted in Navigator web mail.
You can use CTI
Navigator Web to automatically create photo links for you, or you can
manually create photo links
without using CTI Navigator. See below for specific instructions.
▲ Back to Index of Email Tips ▲
You can use Navigator Web to automatically create the URL address for listing
photos that you can insert in your Navigator email (or elsewhere) as follows.
Search Listing > select a property > click Email
icon >
select a Report that includes photos > click Continue button >
click on "Click here to view properties" above
your signature in the New Message screen (this opens the listing report in
your browser) > right-click
on a photo in the report displayed in your browser > select Properties* >
copy the URL (right-click on the Address > click "Select All" > right-click
on the highlighted address >
click Copy) > close or minimize the Report
in the browser > click at desired location for the photo in the body of
your email message >
click Picture
icon (labeled
"Insert Image") in Insert menu >
click in URL address box and use
keyboard paste shortcut (Ctrl+V in Windows or
Command+V in Mac) to paste URL to
the photo > click OK. The linked photo will appear where you inserted
it in your email message.
To send the photo without an MLS Report: highlight "Click here to view properties"
in the message, and click either the Cut icon or Delete key on your
keyboard to remove the link to the report.
*Copy Photo Note: To copy the image to the
clipboard instead of the URL for use outside of Navigator email, select
Copy (instead of Properties) when you right-click on the image in the
browser.
To resize an image in email: click on the photo to select
an image frame > click, hold and drag a resize handle (square box on
the image frame) to the desired size.
CTI uses a standard storage scheme for photos, and
the URL address to these photos on the MLS graphics server can be readily modified
for your use outside CTI Navigator.
You can retrieve a listing photo directly from the graphics server by
substituting your MLS code and an MLS number in the following template.
Then you can paste the modified address (or saved
photo) in your personal email or blog.
The template for Listing photos is http://photos.{MLS}.ctimls.com/{MLS}/Photos/Large/{Ten'sDigit}/{One'sDigit}/{MLS#}{PositionLetter}.jpg
. To use this template:
- Substitute CTI Navigator's 3-letter code for your MLS in
place of {MLS}
in this template
- Replace the {Ten'sDigit}
and {One'sDigit}
between Large/ and the /MLS# with the last two digits
of the MLS# respectively, separated by a forward slash mark(/). [see 1
and 3
in the first example below]
- Substitute an actual MLS#
as the jpg filename at the end of the link.
- The Position Letter "a"
after the MLS# indicates the main photo; "b"
is the photo in second position, and so forth. A letter designation
(usually "a") must be included after the MLS# and
before the ".jpg" extension.
- Type or paste (Ctrl/V or Command/V) the modified URL in your
browser's address box.
For example, the URL for listing# 219013 in
the Sarasota MLS {Code= SAR} would
be http://photos.SAR.ctimls.com/SAR/Photos/Large/1/3/219013a.jpg
.
If your MLS code was "CTI"
and you wanted to display the second photo for MLS# 208359
, the link would be http://photos.CTI.ctimls.com/CTI/Photos/Large/5/9/208359b.jpg
.
You can type or paste your URL directly into your browser
if you would like to see the photo before inserting it into your personal email or blog.
You also can then
right-click on the image in most browsers, and
copy or save the photo.
▲
Back to Index of Email Tips ▲
To set CTI Navigator Web (and CTI Navigator Mobile)
to send your MLS email out through your Gmail account:
- Click on Clients and then select Gmail
Settings in Navigator Web's frame menu
- Enter your full Gmail address (including @gmail.com)
- Enter your Google/Gmail account password (which is
case sensitive)
- Remember to update this password in CTI Navigator anytime you
change your password in Google or Gmail.
- Click the "Verify Account" button. This should
display the message "Google Username/Password is Valid." Otherwise, see
"Resolve
Problems Sending Email from Navigator Web through Your Gmail Account"
below.
- Check "Use Gmail to send my e-mail"
- If your Gmail has a Contacts Group
named "Clients", click the "Synchronize Now" button
under Gmail Contacts. For details, see the "Synchronize Client Contact Information with Gmail"
tech tip below.
To use a Gmail account as a gateway to a send messages as
if from a different email provider and account, see the "Use
your Gmail account to send from an alternate email address" tech tip
below.
To resolve "Invalid
Google Credentials" message, or if Gmail stops delivering email from CTI
Navigator Web through your account (even though Navigator sends your email to
Google):
- Make sure that you've entered your full email address (e.g.
username@gmail.com) in the Gmail settings
screen under the Client button in Navigator Web's frame.
- Delete and re-enter your password to ensure that it is correct
(especially if you have changed your password recently).
Gmail passwords are case-sensitive (so ensure that your Caps Lock" key is
not enabled inadvertently).
- Open a new browser tab or window and sign into Gmail at
http://mail.google.com/mail. If you see a
word verification
request, type the letters in the distorted picture and finish
signing in.
- If you see a "Suspicious sign in prevented" message from Goggle
in your Gmail, follow its instructions as appropriate (click
here to "Learn More" from Google).
- If you see an "Access
for less secure apps" message, select "Turn ON"
(see step 9 below to set access from inside your Gmail account).
- Close your browser, open Navigator Web,
select Clients, then
Gmail Settings and click "Verify
Account".
- If you're still having problems, visit
http://www.google.com/accounts/DisplayUnlockCaptcha and sign
in with your Gmail username and password. If necessary, enter
the letters in the distorted picture.
- Click Continue.
- You also may go to
https://www.google.com/settings/security/LessSecureApps,
sign into your Gmail account, and choose "Turn On"
to let apps that use less secure sign-in technology than Google to access
your Gmail account. If you receive a 404 server error, do not see this
prompt, or want to check or change this setting inside Gmail, select
Settings under the Settings gear icon > Accounts and
Import > Change Account Settings >> Other Google Account Setting >
Signing
In > Access for less secure apps > check "Turn
on".
- Close all browser screens, open Navigator Web, select Clients, then
Gmail Settings and click "Verify Account".
If your Gmail is set to use 2-step verification,
see the "Use Gmail
with optional 2-Step Verification" tech tip below.
If you still have trouble setting Gmail to allow
other apps such as Navigator Web to send email through your account,
un-check “Use Gmail to send me mail” in Navigator Web until you resolve
this issue in your Google account settings. Your Navigator Web email will then
go out through CTI’s email account, but Replies will return to your email
account in the MLS roster. When emailing through CTI’s email account, it is
advisable to check “Send me a Copy” on your outgoing emails so
you will have a record of what you have sent.
Gmail accounts can be setup with optional high-security
2-Step
Verification. To sign in using 2-Step Verification requires entering
both your usual Google password plus a session-specific verification code that Google
sends to your phone by SMS (text message), voice call, or on
Google's
mobile Authenticator app; or a
backup code that you previously generated.
To setup "2-Step Verification" for your Gmail: (click here for Google's instructions
but also follow steps 6 & 7 below):
- Sign into your Gmail
- Click your name or picture in the upper right corner of the screen
- Click on Account above the "View profile" button
- Click the Security tab at the top of your account screen
- In the Password box, click "Setup"
beside "2-Step Verification"
- Follow Google's setup guide and select "Trust
this computer" when prompted during the verification setup.
- Trust Note: If your device is
not set as trusted, you will be required to provide a new verification
code every time you sign into your Google account, or to use an
App specific password.
- Important verification setup notes:
Applications such as CTI Navigator (and Microsoft Outlook and Mozilla
Thunderbird) cannot reply to a
verification code prompt that is separate from an account password. Therefore,
if your Google account is set to require 2-step verification, you must either
have Google's "Trusted
Computer" cookie saved in your computer's browser, or you must use an
application-specific
password generated by Google to send email through your Gmail account.
App Password: If you need
to create an "application-specific
password", follow Google's instructions (also in Google's "Troubleshoot
IMAP issues" help). App passwords are 16 characters long but normally
only need to be entered once. If you create an App password for CTI Navigator or for
your device on which you are using CTI Navigator, enter that App specific password as the password for your Gmail on
that device.
For a video demonstration by Google on setting up 2-Step Verification
and App passwords, click "Using
2-step verification".
▲
Back to Index of Email Tips ▲
You can set your Gmail account to send email through
Gmail's servers "on behalf of" another email address that you own.
Most email programs will display your message as "From" this
alternate address (although some versions of Microsoft Office Outlook may display "From
yourUserName@gmail.com on behalf of yourCustomAddress@myDomain.com").
This allows you to send email out of CTI Navigator Web (or out of your
default Windows email program for Navigator Desktop) through Gmail as
if from a non-Gmail account and address.
To set your Gmail account to send messages as if from a different (alternate) email
address, and so replies will return directly to this alternate address, click
here for Gmail's instructions or follow the summary of steps below:
- Open (or create) your Gmail account (at www.gmail.com)
- Click the gear icon
in the upper right and select Settings
- Select the "Accounts and Import" tab
- In the "Send mail as" section, click "Add another
email address you own"
- In the "Email address" field, enter your name (as you
want it to appear beside From) and an alternate address
- Optional: Un-check "Treat as an alias" (or click
"Learn More" to determine your preference) and click Next Step
- Under "Send mail though your SMTP server", check "Send
through Gmail (Easier to set up)" and click Next Step
- On the "Verify your email address" screen, click "Send
Verification"
- Open your alternate email account and click Google's Verification link
(or copy the Verification code, add the code on the Gmail screen and
click the Verify button)
- In the "Send mail as" section, select your alternate
email address and click "Default"
- Verify under "When replying to a message" that "Always
reply from default address" (which is your alternate address) is
selected
- Close your Gmail screen.
Note: This sending "on behalf of" another email address is not
the same as forwarding
email.
▲
Back to Index of Email Tips ▲
Synchronize Client Contact Information with Gmail
To synchronize Client contacts in your Gmail (see note
below) with client
information in CTI Navigator Web:
- Click Clients in the frame menu
- Select Gmail Settings
- Click the "Synchronize
Now" button after verifying that CTI Navigator Web can
access your Gmail.
- Note that you verify your Gmail account and
synchronize your Gmail Client contacts on the same screen in CTI Navigator
Web.
If you do not have a Client Contacts Group in your
Gmail, see Google's instructions on "How
to Create and Manage Contact Groups in Gmail" (also in the
Related
Links at the bottom of this web page).
Client contact synchronization provides the following features.
- If your Gmail has a Contacts Group
named "Clients", synchronization will attempt to download from
your Gmail "Clients" group into your CTI Navigator
Web those client names and their email addresses that do not
already exist in your CTI Navigator Web. Gmail contacts not assigned to the
"Clients" group will not be downloaded (see export
in the note below).
- If your Gmail has a Contacts Group named "Clients",
synchronization also will attempt to upload from CTI
Navigator Web into your Gmail "Clients" group those
client names and their email addresses that do not already exist in
your Gmail "Clients" group.
- If your Gmail account does not already have a Contacts
Group named "Clients", synchronization will create a
Clients Contacts Group for you and attempt to upload
your client names and their email addresses from CTI Navigator Web into this
Gmail Clients Contacts Group. (Also see "How
to Create and Manage Contact Groups in Gmail" in the
Related
Links at the bottom of this web page.)
- To protect client data from unintentional loss, this
synchronization will never delete contact information from either
Gmail or CTI Navigator Web. That means that even if you delete a contact
from Gmail, it will remain in CTI Navigator Web until you specifically
delete it; and vice versa.
- Synchronization only transfers new or changed contact
information. That means if you delete a client from either Gmail or
from CTI Navigator Web after they have synchronized, the client
information that remained in one program will not be added back into the
other program from which it was deleted until something in the client
information is changed prior to a synchronization.
- Because both Gmail and CTI Navigator Web reside in your browser's memory,
it may be necessary to refresh your browser screen for
Gmail, or re-open the Client Manager screen in CTI Navigator Web, to see
synchronization changes.
Note that only contacts assigned to your
Gmail Contacts Group labeled "Clients" will
automatically sync with CTI Navigator Web. To transfer Gmail contacts not
assigned to a "Clients" group, export the selected
contacts in "Outlook CSV format" and then import
that CSV file into CTI Navigator Web. To import your CSV file, select Clients
then select "Import E-mail Contacts" in Navigator Web's frame
menu (see "Import Client Contacts"
above for more details).
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Related Web page Links:
rev.
05.23.2016