Unlinking a Site will remove the link between the Signature ERP Location and the BOB Site. If you created a new BOB Site, the Site still exists in Building Optimization Broker.
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Unlinking a BOB Site will also unlink ALL linked Equipment and Technicians for that Site. |
- Go to Cards > Service Management > Service Manager.
- From the Service Manager menu bar, go to Additional > Map2BOB Sites.
- On the Location Mapping tab, select the ellipsis
Image Removed to ellipsis to the right of the BOB Site field. - Select Manage Site.
- In the New Site window, select Unlink.The window closes
- , and on the Select Yes to unlink the entity.
- On the Map2BOB Location tab, the link
Image RemovedBOB Site is removed, the Tracked check box is cleared, and the Linked icon no longer displays.
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- Cancel: Closes the window without making any changes.
- Unlink:Removes the link to the entity. If you are unlinking a Client, this will also unlink all associated Sites, Technicians, Equipment, and Contacts. If you are unlinking a Site, this will also unlink Equipment and Technicians.
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