Unlinking a Contact will remove the link between the ERP and BOB Contacts. If you created a new BOB Contact, the Contact remains in Building Optimization Broker.
- Go to Cards > Service Management > Service Manager.
- From the Service Manager menu bar, go to Additional > Map2BOB Sites.
- On the Location tab, select the ellipsis
to the right of the BOB Contact field. - Select Manage Contacts.
- In 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.
- To unlink the Contact records, select the ellipsis icon to the right of the ERP Phone Number and then select Manage Contact.
- In the
...
- Contact window, select Unlink.
- Select Yes to unlink the entity.
- On the Client Contacts window, the BOB Contact has been removed, indicating the Contact records are no longer linked.
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