If the BOB Client field is empty, you have the option from the ellipsis icon to Manage Client, which provides the ability to create the Client for BOB. See Creating a BOB Client.
If the BOB Client is mapped and the BOB Site field is empty, you have the option from the ellipsis icon to
- Manage Site: Provides the ability to create the Site for BOB. See Creating a BOB Site.
- Manage Contacts: Provides the ability to create and link the Contact. See Creating a BOB Contact.
- Manage Equipment: Provides the ability to create and link the Equipment. See Creating BOB Equipment

Additional Information

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Tracked: Indicates if the Site data is tracking in BOB.
Note
Only the Sites that have tracking turned on will be used with Service Requests in Building Optimization Broker.
Image Removed Linked - Linked: Indicates if the Customer's Location and Site are linked
ERP Customer - : Displays the ERP Customer name.
BOB Client - : Displays the synced BOB Client name. The field is
ERP Location - : Displays the ERP Location name.
BOB Site - : Displays the synced BOB Site name.
Ellipsis - : The availability of the following options depends on the BOB Client and/or Site availability and/or linked status.
- Manage Client
- Manage Contacts
- Manage Site
- Manage Equipment

Contents

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See also: