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  1. Go to Cards > Service Management > Service Manager.
  2. From the Service Manager menu bar, go to Additional > Map2BOB Sites.
  3. Select the ellipses ellipsis Image Added icon to the right of the ERP Customer and then select Map2BOB Equipment Manage Equipment.
  4. In the Equipment Tracking window, to the right of the Equipment to unlink, select the ellipsis Image Added icon.
  5. Select Manage Equipment.

  6. In the Equipment window, select Unlink. 

    Note

    Unlinking will only unlink (and untrack) the BOB Equipment. If you've created a new BOB Equipment, that Equipment still exists in Building Optimization Broker.

  7. In the Equipment Tracking window, the BOB Equipment is cleared. The Tracked check box is cleared and the Linked Image Added icon no longer displays.

Excerpt

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.