Unlinking a contact will remove the link between the ERP and BOB site contacts. If you created a new BOB site contact, the site 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 Site 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 site 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 site 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, Equipment, and Contacts. If you are unlinking a Site, this will also unlink Equipment.