Unlinking a Client will remove the link between the ERP Customer and the BOB Client. If you created a new BOB Client, the Client still exists in Building Optimization Broker.
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Unlinking a Client will also unlink all linked Sites, Technicians, Equipment, and Contacts associated with the BOB Client. |
- 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
Image Removed to ellipsis to the right of the BOB Client field. - Select Manage Client.
- In the New Client window, select Unlink.
- Select Yes to unlink the entity.
- The window closes, and on the Location tab, the link
Image Removedicon link icon no longer displays.
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Buttons on this window
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| Unlinking a BOB Site |
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| Unlinking a BOB Site |
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