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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 ellipsis  icon to the right of the ERP Customer and then select Manage Equipment.
  4. In the Equipment Tracking window, to the right of the Equipment to unlink, select the ellipsis  icon.
  5. Select Manage Equipment.

  6. In the Equipment window, select Unlink. 

  7. Select Yes to unlink the entity.

  8. In the Equipment Tracking window, the BOB Equipment is cleared. The Tracked check box is cleared and the Linked 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.