Register for Next Month's Webinar:

Morning Session Afternoon Session


This month's First Friday Webinar covered the NEW Terms Box, and specifically how what the new Fixed Term Type will operate, as well as how to do a simple data transfer of your custom dates using the Template that will be provided prior to release in 2021. 

NEW Look Enterprise Ribbon

NEW Terms Box: Fixed

  • The Fixed Term Type is the type that is most like what UCM currently offers
  • Fixed will allow you to track:
    • Start Date
    • Duration
    • End Date
    • Notice Date & Time Frame (optional)
  • This set up is very similar to what most UCM systems currently have in some fashion
    • Custom Auto-Renewal & Review Dates will be handled in next months Webinar using the Rolling & Recurring Term Types.

Migration of Custom Data to Fixed Term Type

  • As the release date nears, Bulk Loading Templates will be provided through email and the Knowledgebase for you to migrate your own data into the new Terms Box.
  • Shorter webinars specifically on the migration and actual Bulk Loading will be provided starting the week of January 11th
  • The example report that was generated in the webinar from the current UCM, used the following Grid Set-Up for ease of moving the data to the Terms Template Sheet:
    • Contract Name
    • Contract ID
    • Start Date (or similar term you use in your system)
    • End Date (or similar term you use in your system)
    • Number of Days Notice (or similar term you use in your system, if you are tracking this)
  • Similar report examples will be provided next month for Rolling & Recurring