Versions Compared

Version Old Version 8 New Version 9
Changes made by

Documentation Reviewer

Documentation Reviewer

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  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 Site field.
  4. Select Manage Site.
  5. In the New Site window, select Unlink.
  6. Select Yes to unlink in the entityverification window.
  7. The window closes, and on the Location tab, the link On the Map2BOB Location tab, the BOB Site is removed, the Tracked check box is cleared, and the Linked 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.