GE Monogram eKEY manual Client profiles, Edit Profile screen

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Chapter 5

MLS data

Client profiles

The eDATA application lets you create and save custom searches based on a profile that matches a client’s specific preferences.

To create a client profile:

1.Select CLIENTS from the eDATA menu.

2.Select New.

3.Select fields to enter the client profile information (Figure 37). You can also enter notes in the profile.

Figure 37. Edit Profile screen

4.On Palm PDA, tap OK when you are finished. On a Windows Mobile device, select Done.

Once you’ve created a saved client profile, you can view listings that match the profile’s specifications. On a Palm PDA, open CLIENTS from the eDATA menu, select a profile name from the list, then select Search. For Windows Mobile, select a profile name from the list, then go to Options Search.

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Contents Page Trademarks Iii EKEY Contents Showing activity Conventions used in this document PrefaceViii Getting started Software applications Product overviewPalm and Windows Mobile 5.0 operating systems Operating systemsSoftware installation EKEY setupPalm OS Chapter Getting started PC-Internet ESYNC connection methodSoftware registration Windows Mobile OS Chapter Getting started Go to Programs Supra eKEY eSYNC on your PDA PC-Internet Wireless Market area Market Area wizard Mapopolis Download map screen EKEY Loans application EKEY LoansAmortization table Loan Details screen Updating ESYNC EKEY update status messageConnection methods Connection settings screen Connection settingsPC-Internet connection settings screen PC-Internet connection settingsWireless connection settings screen Wireless connection settingsSupra Dial-up connection settings screen Supra Dial-up connection settingsEKEY Automatic eSYNC ESYNC menu screen Manual eSYNCScreen displays the status of the eSYNC operation Manual update Emergency update code screen EKEY KeyBoxes Supra KeyBoxes Accessing KeyBoxesEKEY menu display inside and outside shell Releasing the key containerEKEY Preferences screen Agent feedbackReleasing the shackle CBS codes Adding KeyBoxes Managing KeyBoxesKeyBox settings screen Changing KeyBox settings KeyBox access hours settings Access hoursCooperating systems Showing activity ShowingValue Viewing showing activityShowingValue Dashboard Showing activity reportsMail notifications Opt-in for e-mail notifications screen Under Actions, click Send an Email to Showing Agents Mailing showing agentsClick Add or Edit eFeedback on Your Listing Viewing eFeedbackAdd / Edit eFeedback screen EFeedback remindersSelect eFeedback Reminder screen Reading a KeyBoxKeyBox showing activity details KIM voice accessEDATA showing activity EDATAEKEY MLS data EDATA application Listing and MLS dataListing Selection screen ListingsCustom search screen MLS Search screen Results screen Listing details screen Tap Detailed Listing Font Edit Profile screen Client profilesRoster screen RosterMessages screen MessagesEKEY Support ChapterError log tab and Error Details screen TroubleshootingTechnical support EKEY Index Software installation