Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

« Previous Version 10 Next »

Use the Technician tab in Map2BOB to link/unlink ERP Technicians with BOB Technicians. You also create a new BOB Technician. 

Additional Information

  • 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 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).

Columns in this window

  •  Linked: Indicates if the Technicians are linked
  • ERP Technician ID: Displays the ERP Technician ID.
  • BOB Technician: Displays the BOB Technician name.
  • ERP Technician: Displays the ERP Technician name.
  • Ellipsis - Opens the New Technician window where you create a link to an existing BOB Technician or create a new BOB Technician (and automatically link to that technician).

Contents

  • No labels