Unlinking a Contact will remove the link between the ERP and BOB Contacts. If you created a new BOB Contact, the Contact remains in Building Optimization Broker.
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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. If a BOB Contact displays to the left of the ERP Contact, this indicates that the Contact records are linked.
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To unlink the Contact records, select the ellipsis icon to the right of the ERP Phone Number and then select Manage Contact.
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In the Contact window, select Unlink.
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Select Yes to unlink the entity.
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On the Client Contacts window, the BOB Contact has been removed, indicating the Contact records are no longer linked.
Buttons on this window
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Cancel: Closes the window without making any changes.
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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.