After you have mapped the clients and sites, you can use the Location tab in the Map2BOB window to link/unlink ERP contacts with BOB site contacts. You can also create a new BOB site contact. You can manage the contact mapping from any of the ERP Customer Locations in the Client Contacts window.

To access the Contact window, select the ellipsis icon to the right of the BOB site, and then select Manage Contacts to open the Client Contacts window. 

In the Client Contacts window, all the ERP company's contacts are displayed. If a BOB site contact displays to the left of the ERP contact, this indicates that the contact records are linked. If an ERP customer has the same contact at multiple locations, the contact will only be displayed once in the contact list. You may see multiple listings of a contact with the same name if there is more than one ERP contact ID.

Additional Client Contacts Window Information

• Sort a column by selecting the column header.
• Drag a column header up to the "Drag a column header" section to group the table by that column.
• Search for an entity using the Search field in the top right corner.
• Filter within a column by entering the criteria at the top of the column in the Filter field.
• Filter the displayed entities using the Edit Filter button on the lower right corner. To clear the filter, select Edit Filter and then click the Delete icon.

• Refresh the table by selecting the Refresh button.

Columns on the Client Contacts window

• Linked: Indicates if the contact records are linked.
• ERP Contact: Displays the ERP contact name.
• BOB Contact: Displays the synced BOB contact name.
• ERP Email: Displays the email address for the ERP contact.
• ERP Phone Number: Displays the telephone number for the ERP contact.
• Ellipsis: Select the ellipsis to access the Client Contacts window.