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  1. Go to Cards > Service Management > Service Manager.
  2. From the Service Manager menu bar, go to Additional > BOB Site Tracking Setup.
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Buttons on this window

  • Cancel - Closes the window without making any changes.
  • Unlink - Removes the link to the entity. If you are unlinking a Client, this will also unlink all associated Sites, Technicians, Equipment, and Contacts. If you are unlinking a Site, this will also unlink Equipment and Technicians.