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Use the Technician tab in Map2BOB to link/unlink ERP Technicians with BOB Technicians. You also create a new BOB Technician. A linked Technician is also automatically tracked. There isn't a separate tracking option for Technicians.

When you access the Map2BOB Technician tab, the ERP Technician ID column is displaying all the ERP company's ERP Technician IDs, regardless of branch filtering. When mapping the Technicians, all the BOB Technician records for the BOB Company are accessed.

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 Technician is linked and tracked. 
  • 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).

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