Versions Compared

Version Old Version 4 New Version 5
Changes made by

Documentation Reviewer

Documentation Reviewer

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
  1. Go to Cards > Service Management > Service Manager.
  2. From the Service Manager menu bar, go to Additional > Map2BOB Sites.
  3. On the Location tab, select the ellipsis  to the right of the BOB Contact field.
  4. Select Manage ContactContacts.
  5. In the New Contact window, the Client Contacts window, all the ERP Company's Contacts are displayed. If a BOB Contact displays to the left of the ERP Contact, this indicates that the Contact records are linked.
  6. To link an existing BOB Contact, select the ellipsis Image Added icon to the right of the ERP Phone Number and then select Manage Contact.