After you have mapped the Clients clients and Sitessites, you can use the Location tab in the Map2BOB window to link/unlink ERP Contacts contacts with BOB Contactssite contacts. You can also create a new BOB Contact.

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site contact. You can manage the

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contact mapping from any of the ERP Customer Locations in the Client Contacts window.

To access the Contact window, select the ellipsis icon to the right of the BOB Sitesite, and then select Manage Contacts to open the Client Contacts window. In  

In the Client Contacts window, all the ERP Companycompany's Contacts contacts are displayed. If a BOB Contact site contact displays to the left of the ERP Contactcontact, this indicates that the Contact contact records are linked. If an ERP Customer customer has the same Contact contact at multiple locations, the Contact contact will only be displayed once in the Contact contact list. You may see multiple listings of a Contact contact with the same name if there is more than one ERP Contact contact ID.

Additional Client

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Contacts Window Information

Columns on the Client Contacts window

• Linked: Indicates if the Contact contact records are linked.
• ERP Contact: Displays the ERP Contact contact name.
• BOB Contact: Displays the synced BOB Contact contact name.
• ERP Email: Displays the email address for the ERP Contactcontact.
• ERP Phone Number: Displays the telephone number for the ERP Contactcontact.
• Ellipsis: Select the ellipsis to access the Client Contacts window.

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