If a Location is not linked, the Linked column does not display the link  icon and the BOB Site field is empty. Before you can link a BOB Site, you will need to have that Site's Client records linked. See Mapping Customers and Clients.

1. On the Location Mapping tab, select the ellipsis  to the right of the BOB Site field.
2. Select Manage Site.
3. In the New Site window, select the Site drop-down to display a list of BOB Sites that have not been linked to Signature Locations. Once the BOB Site has been linked, that name no longer displays in this list. If the Site has not been created in BOB yet, select Create Location. See Creating a BOB Site.
4. The BOB Site information displays in the appropriate fields. (Note that these fields are not editable.)
5. Select Create.
6. On the Location Mapping tab, the Location row is updated to now display the link icon and the BOB Site name.

Buttons on this window

• Reset - Resets the window to its original information without closing the window.
• Create - Creates the link between entities.
• Cancel - Closes the window.