/
Unlinking BOB Contacts
Document toolboxDocument toolbox

Unlinking BOB Contacts

Owned by Documentation Reviewer
Last updated: Nov 17, 2023 by Kimberly Onnen

Unlinking a Contact will remove the link between the ERP and BOB Contacts. If you created a new BOB Contact, the Contact remains in Building Optimization Broker.

  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 unlink the Contact records, select the ellipsis icon to the right of the ERP Phone Number and then select Manage Contact.
  7. In the Contact window, select Unlink.
  8. Select Yes to unlink the entity.
  9. On the Client Contacts window, the BOB Contact has been removed, indicating the Contact records are no longer linked.

Buttons on this window

  • Cancel: Closes the window without making any changes.
  • Unlink: Removes the link to the entity. If you are unlinking a Client, this will also unlink all associated Sites, Technicians, Equipment, and Contacts. If you are unlinking a Site, this will also unlink Equipment and Technicians.