Page Comparison

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• If the BOB Client field is empty, you have the option from the ellipsis icon to Manage Client, which provides the ability to create the Client for BOB. See Creating a BOB Client.
• If the BOB Client is mapped and the BOB Site field is empty, you have the option from the ellipsis icon to
  • Manage Site: Provides the ability to create the Site for BOB. See Creating and Linking a BOB SiteMapping Locations and Sites.
  • Manage Contacts: Provides the ability to create and link the Contact. See Creating and Linking a BOB ContactMapping Contacts.
  • Manage Equipment: Provides the ability to create and link the Equipment. See Creating and Linking BOB Mapping Equipment.

Columns in this window:

• Tracked  - Indicates if the Location data is tracking in BOB.
• Linked  - Indicates if the Customer's Location and Site are linked
• ERP Customer - Displays the Signature Customer name.
• BOB Client - Displays the BOB Client name.
• ERP Location - Displays the Signature Location name.
• BOB Site - Displays the 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