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 7 Next »

  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. 
  6. To link an existing 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 the BOB Client. Only BOB Clients that haven't been mapped yet display in this list.
  8. The BOB Client information displays in the window. This information cannot be edited.
  9. Select Create.
  10. On the Client Contacts window, the BOB Client now displays to the left of the ERP Contact to indicate the two records are linked.

Error rendering macro 'excerpt-include' : No link could be created for 'Linking an Existing BOB Site'.

  • No labels