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 your MLS-sponsored Agent Website and managing client information. For more details and demonstrations, see the appropriate video tutorial(s).
Note: Items in the menu are arranged alphabetically by first word. To quickly find a word or phrase anywhere in this list, simultaneously press the Ctrl and F keys in Windows, or Command-F keys in Apple, enter a few letters of text, and click the "Find Next" button. Click on any underlined item in a topic to view that topic.
Click Help in the frame menu of CTI Navigator Web, and then select Tutorials to see a description and list of videos on how to use the main features in CTI Navigator Web. 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 Web, and try for yourself what was just demonstrated in the video. These tutorial videos are also accessible from CTI's Help and Tutorials website.
The tutorial for “Managing Client Information” describes how you can enter, display, edit, search, print, and save client information in CTI Navigator Web. It also describes how to use Client Manager to pre-address an e-mail message to your client; how to view search criteria and current search results for your client(s); and how to manage client access to web pages on your MLS sponsored Agent Website that have been personalized for those clients.
The "Customizing Your Agent Website" tutorial describes how to customize the agent website that is automatically created for you in CTI Navigator Web. It shows how to specify a personalized domain name for your website, select a website style, add your personal photo (and, if authorized, the company logo for your office), edit the information displayed on your About Me and Homepage, customize your contact information, and select keywords in your website to help increase the prominence of your website to Internet Search Engines.
See the "Automatic Search and Notification" video tutorial for how to set CTI Navigator Web to automatically notify your client and/or yourself when a new listing or a change to an existing listing meets criteria you have saved. Topics covered in this tutorial include how to open a “Save Search” screen; how to enter, edit or remove Client information; how to select the report(s) and message to be sent in your automated notifications; and how to manage multiple email addresses for clients. It is explained that notifications are not automatically sent for listings that already match search criteria when those criteria are first saved. (This automatic search and notification function is referred to as "CTI Matchmaker" in the desktop version of CTI Navigator.)
The process of searching is similar whether you are searching listings, rentals, or, where available, tax rolls in CTI Navigator Web. For instructions on searching, select the "Overview of Searching" tutorial video. The “Overview of Searching” tutorial describes the search screens involved in Searching Listings and gives a step-by-step example for entering and revising search criteria. It also describes how to view, print and email search results, as well as how to view and select multiple listings on a map. Finally, it demonstrates how to suspend a search and then re-open it later at the point where you left off.
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To see or copy your MLS sponsored agent website address:
To manage client information, open the Client Manager by either selecting “Manage Clients” on the Home Page, or from any screen in CTI Navigator Web by clicking on Clients in the Frame Menu, and then selecting Client Manager. Either approach will open the main page for managing your clients' information.
On the Client Manager screen, select a particular client and then click the Details smart button at the bottom of the screen. This will open the Client Details screen.
On the Left side of the Client Details screen, click the Client Web button to display “Client Settings” information. These settings indicate the selected Client’s Access to and Usage of your MLS sponsored Agent Website. This includes their personalized searches that have been saved on your website.
The Login History section of Client Settings shows the Client’s Login Email Address, the Last Date and Time that this client logged into your website, and the number of times that this client has logged into your website in the last 30 days.
In the “Client Access” section, you can select to Enable or Disable this client’s access to their personalized web pages on your Website.
To assign a new password for this client on your agent Website, and to automatically email it to them along with your MLS sponsored agent website address, click the “Reset Password” button in the “Reset and Send Password” section. This message will be sent to the email address in position 1 of the Client information record. When resetting an already existing client account password, the new password will be sent to the email address to which the previous password was assigned.
To display a Special Greeting to your client when they log into their web page on your Agent Website, type your personalized greeting in the Custom Greeting box.
In the Client Report Style section, you can specify which search results Links to include in automatic notifications to this client.
Select “Email [Only] Property links” to send links just to individual properties in the notification message.
Select “Send Search Results to Client's Website to View All Properties” to send both individual property links and a "view all properties" link to all saved searches for this client on your MLS sponsored Agent website.
Linking automatic notifications to the Client-Specific Searches on your MLS sponsored Agent website provides special benefits to your clients. This includes seeing up-to-the-minute search results, displaying property locations on a map, saving properties of special interest to a Favorites list, and rejecting listings that are not of interest.
If you prefer to have Navigator Web automatically send search results links to a third-party hosted website instead of to your MLS sponsored website, select “Email [Only] Property links” as the Client Report Style. In this case, you also should customize the template for your automatic notifications to include the desired link to your third-party hosted website instead of to your MLS sponsored website. For instructions on creating custom notifications, see the tutorial on Automatic Search and Notification.
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See also "Co-Listings as Partnership" in the General Tech Tips.
The public can access and use many features on your Agent Website. The public can view your personal information (on your Home page and About Me page), your contact information (on every page), your agent listings, and your office listings. They also can perform simple searches by form type and map location, and see listing details and photos.
However, only registered users (clients) can save their searches, rate properties, save properties to a favorites list, see listings personally recommended by you, or be notified automatically when new listings or changed listings match their preferred criteria. You can register your clients by entering their name and email address in Client Manager, or users can register themselves by entering their name and email address on your Agent Website.
Note: If you "Disable Agent Web" in the Agent Web Control Panel, the public will not be able to access your website. Also, since the search results of auto-notifications (Matchmakers) for you clients are stored at your Agent Website (so they can be shared by you and your clients), an auto-notification link to "View All Properties" will fail if your agent web is disabled.
You can view your client's saved search criteria and search results directly inside CTI Navigator Web (see below). You also can see exactly what your client sees by signing into your agent website using your client's credentials (email and password). Signing in as a client allows you to view how they rated individual search results (1 to 5 stars), and any properties they have saved to their "Favorites" list. Both agents and clients can be signed into the same client account on your MLS sponsored agent website at the same time.
To see or manage client access, open Client Manager on the Home Page or under Clients in the frame menu. Select a particular client and then click the Details smart button at the bottom of the screen. On the Client Details screen click the Client Web button on the left to display “Client Settings” information. Under "Login History" see the "Last Time Logged in" and the number of times this client has logged in over the past 30 days (as well as the client's login email address and password to your agent website).
When a client saves a personal search on your MLS sponsored agent website hosted by CTI, that search is automatically added to your Search Manager in Navigator Web. The saved search is associated with the client's name and uses the name assigned by your client. You can open searches saved by your client to see their criteria and current search results in CTI Navigator Web (see "Searches Associated with Clients" below) the same as searches that you save for them.
Automatic notification for both client and agent is enabled by default for client saved searches. Consequently, both you and your client will be notified automatically of any new system generated ("Matchmaker") search matches based on your client's saved criteria.
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There are three (3) ways to see the Saved Searches that are associated with a Client or Clients:
For more details and visual demonstrations, see the video tutorials for "Automatic Search and Notification", "Managing Client Information", and "Search Overview".
To export some or all information about your clients that you have entered into CTI Navigator Web:
Format note. Importing a tab delimited text (.txt) file into Microsoft Excel will automatically launch Excel's Import Wizard which will prompt you to select which mark to use for separating columns (field delimiter) and what format to use for each column in the imported table. See Microsoft's instructions at http://office.microsoft.com/en-us/excel-help/import-or-export-text-txt-or-csv-files-HP010099725.aspx .
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rev. 01.25.2016