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Go to Cards > Service Management > Service Manager.
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From the Service Manager menu bar, go to Additional > Map2BOB Sites.
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On the Location tab, select the ellipsis to the right of the BOB Contact field.
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Select Manage Contacts.
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In the Client Contacts window, all the ERP Company's Contacts are displayed.
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To create a new BOB Contact, select the ellipsis icon to the right of the ERP Phone Number and then select Manage Contact.
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In the Create Contact window, select the Contact Name drop-down and then select <Create a new BOB Contact>.
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The ERP Contact information defaults into some of the BOB Contact fields, if the information pre-existed. Required fields are indicated with an asterisk *.
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Contact Name*: Defaults from the ERP Contact.
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Title*: Enter the title.
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Email*: Enter the email address.
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Mobile Phone*: Defaults from the ERP Contact.
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.
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Office Phone: Enter the office phone number. The same validation note above applies to the Office Phone.
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Address 1*: Defaults from the ERP Contact.
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Address 2: Enter the second address line.
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City*: Defaults from the ERP Contact.
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State*: Defaults from the ERP Contact.
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Postal Code*: Defaults from the ERP Contact.
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Country*: Select the country.
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Select Create.
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On the Client Contacts window, the BOB Client now displays to the right of the ERP Contact to indicate the two records are linked.
Buttons on this window
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Reset: Resets the window to its original information without closing the window.
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Create: Creates the link between entities. (If you are also creating a new entity, this saves the entity and creates the link.)
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Cancel: Closes the window without making any changes.