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To access the Contact window, select the ellipsis icon to the right of the BOB site, and then select Manage Contacts to open the Client Contacts window. In
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To access the Manage Contacts window, the ERP site and BOB site must be mapped. |
In the Client Contacts window, all the ERP company's contacts are displayed. If a BOB site contact displays to the left of the ERP contact, this indicates that the contact records are linked. If an ERP customer has the same contact at multiple locations, the contact will only be displayed once in the contact list. You may see multiple listings of a contact with the same name if there is more than one ERP contact ID.
Additional Client
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Contacts Window Information
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Linked: Indicates if the contact records are linked.- ERP Contact: Displays the ERP contact name.
- BOB Contact: Displays the synced BOB contact name.
- ERP Email: Displays the email address for the ERP contact.
- ERP Phone Number: Displays the telephone number for the ERP contact.
- Ellipsis: Select the ellipsis to access the Client Contacts window.
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See also: |