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eKEY

User Manual

Summary of Contents for eKEY

Page 1: ...eKEY User Manual ...

Page 2: ...urity com Rules and regulations relating to use of the service 1 Possession of Key Each Keyholder as defined in the Agreement entered into by your Organization is responsible for the key issued to him or her If a key is lost or requires replacement for any reason the replacement cost for the key shall be the replacement price in the Keyholder Agreement 2 Current Update Code The key has an update c...

Page 3: ...ollow all additional security procedures as specified by your Organization and j To safeguard the code for each keybox from all other individuals and entities whether or not they are authorized users of the Service 4 Authorization Before a keybox is installed or used on any piece of real property the prior written authorization to install or use a keybox must be obtained from the property owner as...

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Page 5: ...setup 4 Palm OS 4 Windows Mobile OS 8 Market area 12 Mapopolis 14 eKEY Loans 16 Chapter 2 Updating 19 eSYNC 20 Connection methods 21 Connection settings 22 Automatic eSYNC 27 Manual eSYNC 28 Manual update 30 Chapter 3 KeyBoxes 33 Accessing KeyBoxes 34 Releasing the key container 35 Agent feedback 37 Releasing the shackle 38 CBS codes 39 Managing KeyBoxes 40 ...

Page 6: ...stems 44 Chapter 4 Showing activity 45 Viewing showing activity 46 ShowingValue 46 Reading a KeyBox 53 KIM voice access 54 eDATA 55 Chapter 5 MLS data 57 Listing and MLS data 58 Listings 59 Client profiles 65 Roster 66 Messages 67 Chapter 6 Support 69 Troubleshooting 70 Technical support 71 Index 73 ...

Page 7: ... For specific information about your personal digital assistant PDA refer to the documentation that was provided with your PDA For additional information on using your Supra eKEY software visit www supraekey com and click on the Training link Conventions used in this document The following conventions are used in this document Bold Menu items and buttons Italic Emphasis of an instruction or point ...

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Page 9: ...tions and explains how to set up your eKEY configure your listing market area and use the Mapopolis and eKEY Loans applications In this chapter Product overview 2 Software applications 2 Operating systems 3 eKEY setup 4 Palm OS 4 Windows Mobile OS 8 Market area 12 Mapopolis 14 eKEY Loans 16 ...

Page 10: ...your PDA sends showing data to the network updates your eKEY software and receives messages Depending on your eKEY service level the latest MLS data and showing activity may be also delivered to your PDA Software applications The Supra software applications include eDATA eKEY eSYNC and eInstall eDATA This application enables you to view listing details roster information and KeyBox activity eKEY T...

Page 11: ...rating systems The software functions similarly on both operating systems with minor differences in the screen appearance Figure 1 In situations where the eKEY software operation varies this user manual provides specific instructions for each operating system Figure 1 Palm and Windows Mobile 5 0 operating systems Windows Mobile OS Palm OS ...

Page 12: ...tware is already installed on your PDA and you plan to use a Supra modem to eSYNC you can skip this step and go to Software registration on page 7 See Chapter 2 Updating on page 19 for more information about the eSYNC process and connection methods If you have an eKEY shell place your PDA in the shell to complete the installation If you do not have a shell you must obtain an authorization code fro...

Page 13: ...ress Enter 3 Click on the Palm picture to specify your PDA s operating system 4 Follow the onscreen instructions to install the software To download the software from the KIM website 1 Go to www supraekey com and click Log on to KIM 2 Select the name of you association or MLS from the dropdown list 3 Enter your eKEY serial number and four digit PIN code then click Login 4 Click the Download Applic...

Page 14: ...TINGS If the Authorization Required screen appears tap Begin Follow the onscreen instructions to authorize your eKEY using the authorization code provided by your association MLS When the Connection Wizard opens tap Begin and follow the instructions in the wizard to select your eSYNC connection type You will then be prompted to register your software Go to Software registration on page 7 to contin...

Page 15: ...Y from the dropdown list 3 Select Begin 4 Choose your secret question then tap Next 5 Enter the answer to your question then tap Next 6 Enter your e mail address and tap Next 7 In the Connect your eKEY screen tap eSYNC Now if your PDA is connected to your computer or Supra modem or if you eSYNC through a wireless connection Tap Later if your PDA is not connected and you want to eSYNC at a later ti...

Page 16: ...veSync from the KIM website by doing the following 1 Go to www supraekey com and click Log on to KIM 2 Select the name of your association or MLS from the dropdown list 3 Enter your eKEY serial number and four digit PIN code then click Login 4 Click the Download Applications link in the left hand column of your screen 5 Click on the Windows picture to specify your PDA s operating system 6 Click Ac...

Page 17: ...lick on the Windows picture to specify your PDA s operating system 4 Follow the onscreen instructions to install the software To download the eKEY software from the KIM website do the following 1 Go to www supraekey com and click Log on to KIM 2 Select the name of your association or MLS from the dropdown list 3 Enter your eKEY serial number and four digit PIN code then click Login 4 Click the Dow...

Page 18: ...ter you ve authorized the software you will be prompted to register your eKEY Click Begin then do the following 1 Choose a secret question from the dropdown list then click Next 2 Enter an answer for your secret question then click Next 3 Enter your e mail address then click Next Your eKEY will be registered when you perform an eSYNC If you ever need to reinstall the Supra applications on your PDA...

Page 19: ...ur eSYNC method There are two eSYNC connection methods PC Internet Wireless See Connection methods on page 21 of Chapter 2 for more information about each eSYNC connection method Click Begin and follow the instructions in the wizard Figure 3 to set your connection type and perform your first eSYNC Figure 3 Windows Mobile Connection wizard ...

Page 20: ...pen the eSYNC application and select UPDATE KEY 2 When the eSYNC is complete go to www supraekey com and log on to KIM 3 Click the Configure Market Area link in the left hand column of your screen 4 Click the Start Wizard button 5 Click on the picture that corresponds to your PDA s operating system 6 Select your PDA type then click Yes to confirm 7 Select at least one class area and status then se...

Page 21: ...mber of listings selected and make any changes if necessary then click Done Perform a manual eSYNC to download the listings If necessary connect your PDA to your computer or Supra modem then open the eSYNC application Select UPDATE KEY MLS to connect to the network and download the listings ...

Page 22: ...ck the Mapopolis link in the center of your screen 4 Select your state from the dropdown list then click Show All Maps 5 Click the name of the county map you want to download 6 Follow the instructions for your operating system to download the map Palm Click the Download Map link under Map for Palm OS Figure 5 on page 15 In the File Download window click Open When the file has finished downloading ...

Page 23: ...n the Mobile Device folder Drag the map file from your desktop to any location in the Mobile Device folder ActiveSync will transfer the map to your PDA Figure 5 Download map screen After your county maps are installed the eDATA application provides a link to the map when you are viewing a listing record To open the map on a Palm PDA tap the arrow next to the listing address In Windows Mobile selec...

Page 24: ...ly payment calculate and display amortization schedules and export loan information with a detailed analysis and amortization schedule You can calculate the price interest rate loan term or the monthly payment amount for a loan To perform a calculation in eKEY Loans select the calculation type from the Calculate dropdown list then enter information in the appropriate fields The calculation appears...

Page 25: ...on To open a calculation that you previously saved select File Open then select the name of the calculation To delete a saved calculation select File Delete To view the amortization schedule for a loan calculation select Options Amortization If you want to copy the loan details select Options Details to open the Loan Details screen Figure 7 then select Copy Figure 7 Loan Details screen ...

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Page 27: ...w to update your eKEY by performing an automatic or manual eSYNC and provides instructions for manually updating your eKEY In this chapter eSYNC 20 Connection methods 21 Connection settings 22 Automatic eSYNC 27 Manual eSYNC 28 Manual update 30 ...

Page 28: ...In a process called eSYNC your PDA connects to the Supra network exchanges information and updates your software When you open the eKEY application a message displays the eKEY s update status Figure 7 Figure 7 eKEY update status message If you miss an automatic eSYNC you can manually initiate the eSYNC process any time to update your eKEY software ...

Page 29: ...ss The PDA connects to the network through a wireless Internet connection To use this connection type your PDA must be a wireless phone device with data service Supra Dial up The PDA connects to the network through the Supra modem which uses an analog phone line This option is only available to Palm devices Note Depending on the type of PDA you are using not all connection methods may be compatibl...

Page 30: ...on type at any time To change the eSYNC connection type do the following 1 Select the eSYNC icon to open the application 2 Select SETTINGS from the eSYNC menu 3 Select the connection type from the dropdown menu at the top of the screen Figure 8 4 If you are using a PDA with the Palm OS tap OK If you have a Windows Mobile device select Done Figure 8 Connection settings screen Palm Windows Mobile ...

Page 31: ...he Palm operating system If you check this box your eKEY software is updated each time you perform a HotSync with your computer If you have eKEY Professional service MLS information also downloads increasing the amount of time it takes to perform a HotSync If you do not check this box your software only updates once a day even if you HotSync multiple times Figure 9 PC Internet connection settings ...

Page 32: ... screen To reduce the amount of time you are using your data service select the PC Internet connection method for downloading listings and roster information The PC Internet connection is used when you perform a manual eSYNC using the UPDATE KEY MLS option The Wireless connection is used during automatic eSYNC and when you perform a manual eSYNC using the UPDATE KEY option CAUTION The DNS field is...

Page 33: ... numbers The phone number can be changed if you travel outside your local dialing area Check the box next to the phone number you want the eKEY software to use to dial the Supra network Note To view the current eSYNC phone numbers for your area code log on to the KIM website at www supraekey com and select the eSYNC Phone Numbers link Figure 11 Supra Dial up connection settings screen CAUTION The ...

Page 34: ... waiting If you need to disable call waiting check the Disable call waiting box and enter the appropriate code for your telephone provider Wait for Dial Tone Check this box if you have voicemail on the phone line where the modem is connected Enter the number of seconds to have the modem wait before dialing the Supra network The Phone Number Dialed field at the bottom of the screen displays the pho...

Page 35: ...tion A wireless eSYNC occurs automatically if your PDA phone is in an area covered by cellular service If a wireless eSYNC fails because your PDA phone is out of coverage during the designated automatic eSYNC time your PDA checks for coverage every 30 minutes between 6 a m and 10 p m Note You will not see your PDA checking for coverage When it finds coverage your PDA will perform an eSYNC to updat...

Page 36: ...eSYNC application 2 Select UPDATE KEY to update your software so you can access KeyBoxes If you have eKEY Professional service you can select UPDATE KEY MLS to update your software and download listing roster data Figure 12 Note If you are using the PC Internet connection on a PDA with the Palm operating system you can also perform a manual eSYNC by initiating a HotSync Figure 12 eSYNC menu screen...

Page 37: ...Chapter 2 Updating 29 The screen displays the status of the eSYNC operation Figure 13 Do not disconnect your PDA from the cradle cable until the eSYNC has completed Figure 13 eSYNC status screen ...

Page 38: ...S from the dropdown list 3 Enter your eKEY serial number and four digit PIN code then click Login 4 Click the Update Code link in the left hand column of your screen The update code displays To obtain an update code from the KIM voice system do the following 1 Call KIM at 1 888 968 4032 2 Enter your three digit area code 3 When prompted enter your eKEY serial number and PIN code into the phone fol...

Page 39: ...A do the following 1 Select the eKEY icon to open the application 2 Select EMERGENCY UPDATE from the eKEY menu 3 Enter the update code into your PDA Figure 14 4 Select OK If you have an eKEY shell press Enter on the shell Figure 14 Emergency update code screen ...

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Page 41: ...ides information about accessing cooperating systems In this chapter Accessing KeyBoxes 34 Releasing the key container 35 Agent feedback 37 Releasing the shackle 38 CBS codes 39 Managing KeyBoxes 40 Adding KeyBoxes 40 Changing KeyBox settings 42 Access hours 43 Cooperating systems 44 ...

Page 42: ... of the AEII KeyBox with the contacts on the shell matching the contacts on the KeyBox iBox Your PDA communicates with the iBox using infrared technology The infrared port on your PDA transmits information to the infrared lens on the front of the iBox The distance should be less than a foot between your PDA and the iBox Direct sunlight can interfere with the infrared communication so you may need ...

Page 43: ...ee Chapter 2 Updating 1 Open the eKEY application If you are accessing an AEII KeyBox place your PDA inside the eKEY shell and close the cover Press the On button on the shell to start the eKEY application The eKEY menu displays differently when the PDA is inside the shell but the options are the same Figure 16 Figure 16 eKEY menu display inside and outside shell 2 Select OBTAIN KEY from the eKEY ...

Page 44: ...ing agent including showing notes listing details and the listing agent s business card Use the chain inside the KeyBox key container to attach the listing keys The AEII KeyBox container holds up to two listing keys and the iBox holds up to three Before closing the key container verify that all items are well inside and that the front is not bowing or bulging out If you are a listing agent always ...

Page 45: ...ows you to provide feedback about the showing to the listing agent To turn the Agent Feedback option on or off in your eKEY software open the eKEY application If you have a Palm device tap the Menu icon If your PDA has the Windows Mobile OS select Options Go to Preferences and either check or uncheck the Agent Feedback box then select OK Figure 17 Only the listing agent can activate or deactivate ...

Page 46: ...with the KeyBox and releases the shackle Note If you are releasing the shackle on an iBox the battery level is displayed on your PDA You are asked if you would like to change the KeyBox settings Select Yes to change the settings or No to continue See Managing KeyBoxes on page 40 for more information on editing KeyBox settings When you release the shackle on a KeyBox the KeyBox serial number is aut...

Page 47: ...the KeyBox Contact the listing agent to determine if a CBS code is required to open a KeyBox To enter a CBS code into your PDA do the following 1 Open the eKEY application If you are entering a CBS code for an AEII KeyBox place your PDA inside the eKEY shell 2 Select ENTER CBS CODE from the eKEY menu 3 Enter the 7 digit CBS code and select OK If your PDA is inside the eKEY shell press Enter on the...

Page 48: ...cation or by going to the KIM website To add a KeyBox to your inventory using the eKEY application do the following 1 Open the eKEY application 2 Select MANAGE KEYBOXES from the eKEY menu 3 If your PDA has the Palm OS select Add If you have a Windows Mobile device select Options Add KeyBox 4 Enter the shackle code and select OK If your PDA is inside the eKEY shell press Enter on the shell 5 Insert...

Page 49: ...the dropdown list 3 Enter your eKEY serial number and four digit PIN code then click Login 4 Click the Add New KeyBox link in the left hand column of your screen 5 Enter the KeyBox serial number shackle code and the listing ID where the KeyBox is assigned then click Add Once the KeyBox is added KIM asks if you d like to view the KeyBox settings Click Yes to view the settings or No to view a list o...

Page 50: ...ect Edit 5 Select the field you want to change and update the information A star next to a field indicates that a change has been made to a setting that has not been updated in the KeyBox 6 If your PDA has the Palm OS select Program If you have a Windows Mobile device go to Options Program Insert your eKEY shell into an AEII KeyBox or point your PDA at an iBox to have the new settings updated in t...

Page 51: ...s are one hour later than the hours set in the KeyBox For example if a KeyBox is programmed for access from 8 a m to 9 p m Standard Time the actual access hours are 9 a m to 10 p m during daylight saving time You can program your KeyBoxes to allow timed access or 24 hour access In iBoxes you can also change the timed access hours Access hours are displayed under KeyBox settings in the Manage KeyBo...

Page 52: ...ooperating association MLS to receive permission to update your eKEY software in their system If the cooperating system is networked your eKEY software is updated automatically for both your primary system and the cooperating system when you perform an eSYNC If you manually update your eKEY software you must first update it for your primary association MLS before updating it for cooperating areas ...

Page 53: ...o view KeyBox showing activity using ShowingValue on the KIM website or by reading a KeyBox calling KIM voice access or using the eDATA application In this chapter Viewing showing activity 46 ShowingValue 46 Reading a KeyBox 53 KIM voice access 54 eDATA 55 ...

Page 54: ...several enhanced showing features You can receive e mails automatically when you ve had a showing create customized showing reports and e mail updates to agents who ve shown your listings ShowingValue also lets you send and receive showing feedback add feedback about your listings for reporting to sellers and have KIM remind you by e mail to send feedback on properties you ve shown You must add yo...

Page 55: ...hange Dashboard Date Range Use the Dashboard Date Range dropdown menu to select the new date range then click Save Now to activate the setting From your Dashboard click the View button for a detailed Showing Activity report that includes the date time of the showing showing agent KeyBox serial number listing number and listing address From the Showing Activity Report screen you can print or e mail...

Page 56: ...ve e mails for any of these events 1 Click Settings in the left hand column of your screen under ShowingValue 2 Check the I want to receive an email box for each category that you want e mail notifications for See Figure 21 on page 49 3 For Showing and eFeedback notifications use the checkboxes and dropdown lists to specify the e mail frequency 4 In the Also send a copy to CC box enter any additio...

Page 57: ... configuring your e mail settings To save your personal e mail signature for e mails you send through ShowingValue enter your signature information in the Personalized Email Signature field and click Save Now CAUTION You e mail address must be current at your association MLS in order for ShowingValue to work properly ...

Page 58: ...manually or select it from the dropdown list 4 Select the date range for the showings at your listing Select a range from the dropdown list or select specify date range to enter your own dates Click Continue 5 Agents who ve shown the listing are displayed Select the agents you want to send an e mail to by checking the boxes in the Send Email column You can use the Select All and Unselect All links...

Page 59: ...ved from the buyer Click Create New Report to generate a new eFeedback report for a specific KeyBox listing number or date range If a showing agent is unable to send you eFeedback for one of your listings but provides feedback verbally you can add the feedback to the listing in ShowingValue If necessary you can also edit eFeedback already received from a showing agent To add or edit eFeedback for ...

Page 60: ...inder including the date time listing number KeyBox serial number and listing address To respond to an eFeedback reminder do the following 1 Click the Respond button next to the showing record Figure 23 on page 53 2 Use the dropdown menus and Notes field in the Enter eFeedback screen to provide feedback to the listing agent 3 Click Send Now to send your feedback To ignore an eFeedback reminder cli...

Page 61: ...ng activity in a KeyBox 1 Open the eKEY application 2 Select READ SHOWINGS from the eKEY menu 3 Select Read If your PDA is inside the eKEY shell select Read Showings from the submenu 4 Enter the shackle code for the KeyBox and select OK or press Enter on the shell 5 Insert your eKEY shell into an AEII KeyBox or point your PDA at an iBox Several screens display as the PDA communicates with the KeyB...

Page 62: ... a showing activity report through KIM voice access The KeyBox serial number and shackle code are required when you request the report To request an activity report from KIM 1 Call KIM at 888 968 4032 2 Enter your three digit area code 3 On your phone keypad enter your eKEY serial number and PIN code then press 4 Select option number 5 from the voice menu 5 Press 1 for a voice report or 2 for a fa...

Page 63: ...o reduce the number of days of activity delivered to your PDA log on to the KIM website and click the Showing Activity link in the left hand column Click Configure select a new number from the Showing Frequency dropdown list then click Save To view showing activity on your PDA 1 Select the eDATA icon to open the application 2 Select SHOWINGS to display a list of showing activity for your KeyBoxes ...

Page 64: ...nt Name field the agent s roster information displays See Roster on page 66 of Chapter 5 for more information on viewing the roster If the View Feedback button is active in an individual showing record there is feedback about the listing from the showing agent Select View Feedback to display the feedback information You can delete a showing activity record by selecting the Delete button in the ind...

Page 65: ...how to view MLS data on your PDA including searching for and viewing listings creating client profiles accessing the agent roster and viewing messages In this chapter Listing and MLS data 58 Listings 59 Client profiles 65 Roster 66 Messages 67 ...

Page 66: ...otSheet information create client profiles and view matching listings view the MLS agent roster view KeyBox showing activity and view messages from you association MLS your broker office and GE Security This chapter discusses the Listings Clients Roster and Messages options See eDATA on page 55 of Chapter 4 for more information about viewing showing activity in the eDATA application Figure 26 eDAT...

Page 67: ...w listings select LISTINGS from the eDATA menu The Listings Selection screen Figure 27 displays five options for viewing listings Figure 27 Listing Selection screen Custom search The Custom Search option allows you to view specific listings in your market area Searchable fields include area price class status number of bedrooms and number of bathrooms To perform a custom search select CUSTOM SEARC...

Page 68: ...ddress Search option allows you to search for listings by address To perform an address search select ADDRESS SEARCH from the Listings Selection menu In the Address Search screen Figure 29 enter all or part of the address then select Search Figure 29 Address search screen ...

Page 69: ...een Figure 30 enter the listing s MLS ID number then select Search Figure 30 MLS Search screen Personal Listings You can view your personal listings by selecting PERSONAL LISTINGS in the Listings Selection menu HotSheet Listings HotSheet listings are those that are new or have had a status change within the last three days You can view these listings by selecting HOTSHEET LISTINGS from the Listing...

Page 70: ...S or twelve Windows Mobile OS listings that meet your search criteria HotSheet listings appear in bold type Use the scroll bar to scroll through the listings Figure 31 Results screen To sort listings select Sort By and use the dropdown menus to select your sort criteria Figure 32 Figure 32 Sort Order screen ...

Page 71: ...ly changed Figure 33 Listing details screen To display the listing agent s roster information on a Palm device tap the arrow button next to the Agent field On a Windows Mobile PDA select the agent s name See Roster on page 66 for more information on the agent roster If you have a PDA phone with the Palm OS tap the arrow next to the phone number field to dial the listing agent s phone number On a W...

Page 72: ...ield in the listing record On a Windows Mobile PDA simply select the address See Mapopolis on page 14 of Chapter 1 for information on downloading maps Figure 34 Mapopolis screen If your PDA has the Palm OS you can change the font style to make the text in the listing details screen easier to read Do the following 1 Tap the Menu icon 2 Tap Detailed Listing Font 3 Select the font style you want to u...

Page 73: ...ient 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 Wi...

Page 74: ...To look up an agent select the Look Up field and enter the first few letters of the agent s last name As you enter the letters the list scrolls to the nearest matching record Continue entering letters to spell out the member s name until it is highlighted on the screen Figure 36 Roster screen Select an agent name to view detailed contact information including the agent s phone number office name o...

Page 75: ...elivered to your PDA during eSYNC from your association MLS your broker or GE Security To view messages select MESSAGES from the eDATA menu The Messages screen displays a list of messages received during the last eSYNC Select a record to view the entire message Figure 37 Figure 37 Messages screen ...

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Page 77: ...pport This chapter provides information to help you troubleshoot problems and contact technical support in case you need assistance with your Supra soft ware In this chapter Troubleshooting 70 Technical support 71 ...

Page 78: ...eshooting screen the Error Log tab displays a list of errors Figure 38 Tap an error record to view the error details including how to troubleshoot it Figure 38 Error log tab and Error Details screen The Key Info tab of the Troubleshooting screen displays your eKEY serial number If your PDA is inside the eKEY shell the tab also displays the shell product code battery level battery voltage and firmw...

Page 79: ...port Another great resource for assistance with your Supra software is our training library available to all agents To access the library go to our website at the following location http www supraekey com In the left hand column of your screen click the Training link under the Related Services section Table 1 Technical support contact information Website http www supraekey com E mail suprasupport ...

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Page 81: ...pra Dial up 25 Wireless 24 conventions vii cooperating systems 44 custom search 59 E eDATA 58 eFeedback 51 eKEY Loans 16 eKEY setup 4 Palm OS 4 Windows Mobile OS 8 error log 70 eSYNC 20 automatic 27 connection methods 21 connection settings 22 manual 28 F feedback 37 H HotSheet listings 61 I iBox 34 K key container 35 KeyBoxes access hours 43 accessing 34 adding 40 AEII 34 cooperating systems 44 i...

Page 82: ...rview 2 R reading KeyBoxes 53 releasing key container 35 shackle 38 roster 66 S shackle 38 showing activity 46 activity reports 47 eDATA 55 eFeedback 51 e mail notifications 48 KIM voice 54 reading KeyBoxes 53 ShowingValue 46 software applications 2 software installation Palm 4 Windows Mobile 8 software registration Palm 7 Windows Mobile 10 Supra Dial up connection settings 25 T technical support ...

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