Unlinking a Client will remove the link between the ERP Customer and the BOB Client. If you created a new BOB Client, the Client still exists in Building Optimization Broker.
| Warning |
|---|
|
Unlinking a Client will also unlink all linked Sites, Technicians, Equipment, and Contacts associated with the BOB Client. |
| Excerpt |
|---|
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.
- Go to Cards > Service Management > Service Manager.
- From the Service Manager menu bar, go to Additional > Map2BOB Sites.
- On the Location tab, select the ellipsis to the right of the BOB Client field.
- Select Manage Client.
- In the New Client window, select Unlink.
- Select Yes to unlink the entity.
- The window closes, and on the Location tab, the link icon no longer displays.
| Insert excerpt |
|---|
| Unlinking a BOB Site |
|---|
| Unlinking a BOB Site |
|---|
| nopanel | true |
|---|
|
