Versions Compared

Version Old Version 2 New Version 3
Changes made by

Documentation Reviewer

Documentation Reviewer

Saved on

Key

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

...

How can I tell if an entity is tracked and/or linked?

EntityIndicator
ContactIn the Client Contacts window, if the BOB Contact is displayed to the right of the ERP Contact, the two Contact records are linked.
CustomerIn the Map2BOB Location tab, if the BOB Client is displayed to the right of the ERP Customer on the Map2BOB Location tab, the Customer and the BOB Client are linked.
Equipment

In the Equipment Tracking window:

  • If Equipment is tracking in Building Optimization Broker, the Tracked check box is marked.
  • If the ERP Equipment is linked with BOB Equipment, the Linked column displays the link Image Modified icon to the left of the Equipment.
Location

In the Map2BOB Location tab:

  • If the BOB Site is tracking in Building Optimization Broker, the Tracked check box is marked.
  • If a Location is linked with a BOB Site, the Linked column displays the link Image Modified icon.