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If you have a Contact site contact in Building Optimization Broker that corresponds with the ERP Contactcontact, you can quickly link the two Contact contact records. The ERP Contact is at the Location-level and the BOB Contact is at the Client-level. The linked Contracts linked contacts will display the Linked  icon and the BOB Contact contact displays to the left of the ERP Contactcontact.

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, the Customer customer is listed at the top of the window and the table displays the ERP Companycompany's Contactscontacts.

   Note
   Only unique contacts will display in this list. If a Customer customer has more than one Location location with the same Contact contact assigned, this contact will be displayed one time. A Contact contact may display more than one time if the Contact contact ID is different.

   
   

6. To link an existing BOB Contactsite contact, select the ellipsis Image Removed icon ellipsis icon to the right of the ERP Phone Number and then select Manage Contact. 
7. In the Create Contact window, select the Contact Name drop-down and then select the BOB Clientsite client. Only BOB Clients site clients that haven't been mapped yet display in this list. If the Contact site contact is not in the list, you can create a new BOB Contactsite contact. See Creating a BOB Site Contact.
8. The BOB Client client information displays in the window. This information cannot be edited.
9. Select Create.
10. On the Client Contacts window, the BOB Client site contact now displays to the right of the ERP Contact to indicate the two records are linked.

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