Contract Fields & Field Groups

How to Create New Fields
So you want to add new data point(s) to your contracts but you don't know how to do it? Good news, you're in the right place and it's easy! ...
Fri, Dec 11, 2020 at 5:12 PM
How to Create a New Field Group
Field Groups are a little like windows on a house: they're not essential but your house (and Summary Tab) will look better with them. As a general rule...
Fri, Dec 11, 2020 at 5:12 PM
How to Add Fields to a Field Group
Scenario: Your company has started tracking additional information. Specifically, the date a contract becomes fully executed. This field will have to be rep...
Fri, Dec 11, 2020 at 5:12 PM
How to Remove Fields from a Field Group
Before you make changes to your system, we recommend you do a full data-back up of all your contracts. You can do this by making a view with the criteria: ...
Fri, Dec 11, 2020 at 5:12 PM
Add a Field Group to a Contract Type
Now that you've been using UCM for a little while, you may discover you want an entirely new Field Group of data to add to your contract type(s). Maybe...
Fri, Dec 11, 2020 at 5:12 PM
Add More Values to a Drop-Down/Multi-Select
When you're adding fields for the first time it's possible you may forget a value or two, in a drop-down or multi-select field, or you may need to...
Fri, Dec 11, 2020 at 5:12 PM
What Exactly is a Field Category?
What is a Field Category? What is the purpose of them? Maybe you've seen them lying around in Field creation, or when creating a Field Group. But what ...
Fri, Dec 11, 2020 at 5:12 PM
Bulk Load a New Field into UCM
Any field you have created in your system can be bulk loaded, even Numeric Fields.  If you haven't used the bulk loader in a while, be sure to check f...
Fri, Dec 11, 2020 at 5:12 PM
Add LOTS of Values to a Field with a CSV file
Do you have a LOT of Values to add to a drop-down or Multi-select field and you do NOT feel like adding them manually? Good, because adding them all manuall...
Fri, Dec 11, 2020 at 5:12 PM
Change a Field Type & Preserve Data
Before doing any mass changes to your system, we suggest doing a full contract back-up! You can do this by creating a View with the criteria: ContractID ...
Fri, Dec 11, 2020 at 5:12 PM