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Kimberly Onnen

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Unlinking a Site will remove the link between the ERP Location and the BOB Site. If you created a new BOB Site, the Site still exists in Building Optimization Broker.

Warning
titleWARNING

Unlinking a BOB Site will also unlink ALL linked Equipment and Technicians for that Site.

  1. Go to Cards > Service Management > Service Manager.
  2. From the Service Manager menu bar, go to Additional > Map2BOB Sites.
  3. On the Location tab, select the ellipsis Image Removed to ellipsis to the right of the BOB Site field.
  4. Select Manage Site.
  5. In the New Site window, select Unlink.
  6. Select Select Yes to  to unlink the entity.
  7. The window closes, and on the Location tab, the link Image RemovedOn the Map2BOB Location tab, the BOB Site is removed, the Tracked check box is cleared, and the Linked icon no longer displays.
Excerpt

Buttons on this window

  • 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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