Contract Terms
Requires. Administration Page; Contract Terms - Full Control for changes.
The catalog of contract lengths your company offers — 12-month, 24-month, 36-month, month-to-month, lifetime, etc. Each customer contract references one term, which drives early-termination math and funder eligibility.
Getting here
- From Admin → Catalogs, click Contract Terms.
- Or go directly to
https://portal.securitytrax.com/acme/admin/cms/contract-terms.
Edit form
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Name | Yes | Text | 1–255 chars, unique | e.g. "36 Months". |
| Length (months) | Yes | Number | ≥ 0 | 0 for month-to-month. |
| Early termination fee | Optional | Decimal | ≥ 0 | Default ETF amount; can be overridden per customer. |
| Auto-renew | No | Checkbox | — | Whether the term renews automatically at expiration. |
| Status | Yes | Select | Active / Inactive | Inactive terms stay on existing contracts but don't appear on new ones. |
Related
- Account Classes — a class can pre-set a default term.
- MMRs — the monthly amounts that pair with a term to produce the full contract.