The Building Optimization Broker Mapping utility is accessed from the:
- Service Manager window
- Technician Setup window
- Appointment Setup window
In the Building Optimization Broker Mapping window, you can:
- 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 the displayed entities using the Edit Filter button on the lower right corner.
- Refresh the table by selecting the Refresh button.
- View the Company name, the BOB User name, and the number of Technicians in the bottom left corner.
- View the Microsoft Dynamics GP User ID in the bottom right corner.