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  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  to the right of the BOB Contact field.
  4. Select Manage Contacts.
  5. In the Client Contacts window, all the ERP Company's Contacts are displayed. If a BOB Contact displays to the left of the ERP Contact, this indicates that the Contact records are linked.
  6. To create a new BOB Contact, select the ellipsis  icon to the right of the ERP Phone Number and then select Manage Contact.
  7. In the Create Contact window, select the Contact Name drop-down and then select <Create a new BOB Contact>.
  8. The ERP Contact information defaults into some of the BOB Contact fields, if the information pre-existed. Required fields are indicated with an asterisk *.
    • Contact Name*: Defaults from the ERP Contact.
    • Title*: Enter the title.
    • Email*: Enter the email address.
    • Mobile Phone*: Defaults from the ERP Contact.
    • Office Phone: Enter the office phone number.
    • Address 1*: Defaults from the ERP Contact.
    • Address 2: Enter the second address line.
    • City*: Defaults from the ERP Contact.
    • State*: Defaults from the ERP Contact.
    • Postal Code*: Defaults from the ERP Contact.
    • Country*: Select the country.
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