Unlinking a Client will remove the link between the ERP Customer and the BOB Client. If you created a new BOB Client, the Client still exists in Building Optimization Broker.
Unlinking a Client will also unlink all linked Sites, Equipment, and Contacts associated with the BOB Client.
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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 Client field.
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Select Manage Client.
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In the New Client window, select Unlink.
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Select Yes to unlink the entity.
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The window closes, and on the Location tab, the link icon no longer displays.
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.