Unlinking a Contact contact will remove the link between the ERP and BOB Contactssite contacts. If you created a new BOB Contactsite contact, the Contact site contact remains in Building Optimization Broker.
- Go to Cards > Service Management > Service Manager.
- From the Service Manager menu bar, go to Additional > Map2BOB Sites.
- On the Location tab, select the ellipsis
to ellipsis to the right of the BOB Site Contact field. - Select Manage Contacts.
- 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.
- To unlink the Contact contact records, select the ellipsis icon ellipsis icon to the right of the ERP Phone Number phone number and then select Manage Contact.
- In the Contact window, select Unlink.
- Select Yes to unlink the entity.
- On the Client Contacts window, the BOB Contact site contact has been removed, indicating the Contact contact records are no longer linked.
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