After you have mapped the Clients and Sites, you can use the Location tab in the Map2BOB window to link/unlink ERP Contacts with BOB Contacts. You can also create a new BOB Contact.When you open Map2BOB, your ERP Customers and Locations display, with each Customer Location on a separate row. Select
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BOB Contacts are set up at the Client level. The ERP Contacts are created at the Location level. You can manage the 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 Site, and then select Manage Contacts to open the New Contact window.
Contents
childrenClient Contacts window. In the Client Contacts window, all the ERP Company's Contacts are displayed. If a BOB Contact displays to the left of the ERP Contact, this indicates that the Contact records are linked. If an ERP Customer has the same Contact at multiple locations, the Contact will only be displayed once in the Contact list. You may see multiple listings of a Contact with the same name if there is more than one ERP Contact ID.
Additional Client Contracts Window Information
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Columns on the Client Contacts window
Linked: Indicates if the Contact records are linked.- ERP Contact: Displays the ERP Contact name.
- BOB Contact: Displays the synced BOB Contact name.
- ERP Email: Displays the email address for the ERP Contact.
- ERP Phone Number: Displays the telephone number for the ERP Contact.
- Ellipsis: Select the ellipsis to access the Client Contacts window.
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See also: |