UCM Support

With the release of the Manage Terms Box Preset Administration area, you now have the ability to make the following configurations to UCM’s default Terms Bo...

Custom Field Data in the Terms Box on Contract Entry When using the New Direct Entry process, if you have Custom Fields in your Terms box, and those same F...

If you’ve been a User, or Admin, of UCM for some time, and you are just now seeing a “Please correct following errors: Please select a Start Date” Terms Box...

FIXED The Fixed Term Type is used for your traditional Contracts that have a clearly defined Start and End Date, with no auto-renewing during the term of t...

ROLLING The Rolling Term Type is used for Contracts that have a Start Date, but no clearly defined End Date, that you may also want to receive Review remin...

RECURRING The Recurring Term Type is used for Contracts that have auto-renewing terms to them, but unlike Rolling, usually have some form of an End Date or...

Adding Terms Data to Views You can include all of the Term information you’ll see in a Container on any of your Views, and doing so is easier than ever, si...

To enable the Terms Box feature, and to allow your Users to begin entering dates into the system created Terms Box, simply follow the steps below. Navig...

On April 12, 2021, UCM will be getting a new look inside the Contract Container. This is a part of the release of the new Terms feature, which may or may no...