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 a BOB Site.
- Manage Contacts: Provides the ability to create and link the Contact. See Creating a BOB Contact.
- Manage Equipment: Provides the ability to create and link the Equipment. See Creating BOB Equipment

Additional Information

Insert excerpt

Columns in this Window

Excerpt

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.
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

...