Client Profiles - GE eKEY User Manual

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 35). You can also enter notes in the profile.
Figure 35. 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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