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Excerpt
  • Image Removed Tracked: Indicates if the Site data is tracking in BOB.

    Note
    Only the Sites that have tracking turned on will be used with Service Requests in Building Optimization Broker.


  • Image Removed Linked: Indicates if the Customer's Location and Site are linked
  • ERP Customer: Displays the ERP Customer name.
  • BOB Client: Displays the synced BOB Client name. The field is
  • ERP Location: Displays the ERP Location name.
  • BOB Site: Displays the synced BOB Site name.
  • Ellipsis: The availability of the following options depends on the BOB Client and/or Site availability and/or linked status.
    • Manage Client
    • Manage Contacts
    • Manage Site
    • Manage Equipment


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See also: