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Kimberly Onnen

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Excerpt
  • Sort a column by selecting the column header.
  • Drag a column header up to the "Drag a column header" section to group the table by that column.
  • Search for an entity using the Search field in the top right corner.
  • Filter within a column by entering the criteria at the top of the column in the Filter field.
  • Filter the displayed entities using the Edit Filter button on the lower right corner. To clear the filter, select Edit Filter and then click the DeleteImage Removed Delete icon.
  • Refresh the table by selecting the Refresh button.
  • View the BOB Company name, the BOB User name, and the number of Locations or Technicians (depending on the displayed tab) in the bottom left corner.
  • View the Microsoft Dynamics GP User ID in the bottom right corner.
  • Select the Home tab to display the options to map Locations (and Customers, Contacts, Equipment), Technicians, Statuses (Appointment and Service Call).

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EntityIndicator
Appointment Status

In the Map2BOB Status tab, in the Appointment Statuses tab, the Linked column displays the link Image Removed icon to the left of the ERP Status and the BOB Status displays.

ContactIn the Client Contacts window, if the BOB Contact is displayed to the right of the ERP Contact, the two Contact records are linked.
CustomerIn the Map2BOB Location tab, if the BOB Client is displayed to the right of the ERP Customer on the Map2BOB Location tab, the Customer and the BOB Client are linked.
Equipment

In the Equipment Tracking window:

  • If Equipment is tracking in Building Optimization Broker, the Tracked check box is marked.
  • If the ERP Equipment is linked with BOB Equipment, the Linked column displays the link Image Removed icon to the left of the Equipment.
Location

In the Map2BOB Location tab:

  • If the BOB Site is tracking in Building Optimization Broker, the Tracked check box is marked.
  • If a Location is linked with a BOB Site, the Linked column displays the link Image Removed icon.
Service Call Status

In the Map2BOB Status tab, in the Service Call Statuses tab, the Linked column displays the link Image Removed icon to the left of the ERP Status and the BOB Status displays.

Technician

In the Map2BOB Technician tab, if a Technician is not linked with a BOB Technician, the Linked column does not display the link Image Removed icon to the left of the Technician ID.

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