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To access the Contact window, select the ellipsis icon to the right of the BOB Site, and then select Manage Contacts to open the Client Contacts window. 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. If an ERP Customer has the same Contact at multiple locations, the Contact will only be displayed once in the Contact list. You may see multiple listings of a Contact with the same name if there is more than one ERP Contact ID.

Additional Client Contracts Window Information

• Sort a column by selecting the column header.
• Drag a column header up to the "Drag a column header" section to group the table by that column.
• Search for an entity using the Search field in the top right corner.
• Filter the displayed entities using the Edit Filter button on the lower right corner.
• Refresh the table by selecting the Refresh button.

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