Page Comparison

If you have a Contact in Building Optimization Broker that corresponds with the ERP Contact, you can quickly link the two Contact records. The ERP Contact is at the Location-level and the BOB Contact is at the Client-level. The linked Contracts will display the Linked Image Added icon and the BOB Contact displays to the left of the ERP Contact.

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 Contacts.

5. In the Client Contacts window,

   all

   the Customer is listed at the top of the window and the table displays the ERP Company's Contacts

   are displayed. 

   .

   Note
   Only unique contacts will display in this list. If a Customer has more than one Location with the same Contact assigned, this contact will be displayed one time. A Contact may display more than one time if the Contact ID is different.

6. To link an existing BOB Contact, select the ellipsis  icon to the right of the ERP Phone Number and then select Manage Contact. 
7. In the Create Contact window, select the Contact Name drop-down and then select the BOB Client. Only BOB Clients that haven't been mapped yet display in this list. If the Contact is not in the list, you can create a new BOB Contact. See Creating a BOB Contact.
8. The BOB Client information displays in the window. This information cannot be edited.
9. Select Create.
10. On the Client Contacts window, the BOB Client now displays to the right of the ERP Contact to indicate the two records are linked.

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