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Unlinking Customers and Clients
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Unlinking Customers and Clients

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

Unlinking a Client will remove the link between the ERP Customer and the BOB Client. If you created a new BOB Client, the Client still exists in Building Optimization Broker.

WARNING

Unlinking a Client will also unlink all linked Sites, Technicians, Equipment, and Contacts associated with the BOB Client.

  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 Client field.
  4. Select Manage Client.
  5. In the New Client window, select Unlink.
  6. Select Yes to unlink the entity.
  7. The window closes, and on the Location tab, the link icon no longer displays.

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.