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Creating a BOB Site Contact
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Creating a BOB Site Contact

Owned by Documentation Reviewer
Last updated: Nov 17, 2023 by Kimberly Onnen
  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 create a new BOB site 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 <Create a new BOB Contact>.
  8. The ERP Contact information defaults into some of the BOB site contact fields, if the information pre-existed. Required fields are indicated with an asterisk *.
    • Contact First Name*: Defaults from the ERP contact.
    • Contact Last Name*: Defaults from the ERP contact.
    • Title*: Select the title.
    • Email*: Enter the email address.

    • Mobile Phone*: Defaults from the ERP contact and is editable.

      The telephone number entered must be a valid number based on the selected Country. Only the first x digits are validated. For example, if the Country selected is United States of America, only the first 10 digits are validated. If I enter 1234568901111, only 123-456-7890 is validated.

    • Landline Phone: Enter a landline phone number.
    • Address 1*: Defaults from the ERP contact and is editable. 
      When you select Create, the entered address is updated to the Google postal address format. (For example, if you've entered "South", this is updated to "S".)
    • Address 2: Enter the second address line.
    • City*: Defaults from the ERP contact and is editable.
    • State*: Defaults from the ERP contact and is editable.
    • Postal Code*: Defaults from the ERP contact and is editable.
    • Country*: Select the country.
  9. Select Create.

  10. On the Client Contacts window, the BOB site contact now displays to the right of the ERP contact to indicate the two records are linked.

Buttons on this window

  • Reset: Resets the window to its original information without closing the window.
  • Create: Creates the link between entities. (If you are also creating a new entity, this saves the entity and creates the link.)
  • Cancel: Closes the window without making any changes.