If you do not have a Site created in BOB that corresponds with a Signature Location, you can create the BOB Site record in the BOB Mapping Tool. Creating the Site will also automatically link with the Signature Location. Before you can link a BOB Site, you will need to have that Site's Client records linked. See Mapping Customers and Clients.
- On the Technician Mapping tab, select the ellipsis to the right of the BOB Site field.
- Select Manage Site.
- In the New Site window, select the Site drop-down and select Create Location.
- The Signature Location information defaults into some of the fields. Enter or edit the remaining fields.
- Select Create.
- On the Location Mapping tab, the Location row is updated to now display the link icon and the BOB Site name.
Insert excerpt |
---|
| Linking an Existing BOB Site |
---|
| Linking an Existing BOB Site |
---|
nopanel | true |
---|
|