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Documentation Reviewer

Kimberly Onnen

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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. On the Location tab, select the ellipsis Image Removed to ellipsis to the right of the BOB Contact field.
  4. Select Manage Contacts.
  5. 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.
  6. To unlink the Contact records, select the ellipsis Image Removed icon ellipsis icon to the right of the ERP Phone Number and then select Manage Contact.
  7. In the Contact window, select Unlink.
  8. Select Yes to unlink the entity.
  9. On the Client Contacts window, the BOB Contact has been removed, indicating the Contact records are no longer linked.

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