UCM Support

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! ...

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,...

Scenario: Your company has started tracking additional information. Specifically, the date a contract becomes fully executed. This field will have to be rep...

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: ...

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 ...

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 a...

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 e...

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 for...

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...

Before doing any mass changes to your system, we suggest doing a full contract back-up! If you are unsure how to do a full contract back-up, click here. ...