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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 Mapping Locations and Sites.
- Manage Contacts: Provides the ability to create and link the Contact. See Mapping Contacts.
- Manage Equipment: Provides the ability to create and link the Equipment. See Mapping Equipment.
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If a BOB Client that has been linked with an ERP Customer is deleted in Building Optimization Broker before the records can be unlinked, the ERP Customer name displays in bold and italics to indicate that there is a broken link. |
Additional Information
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