Default content controls for contract templates (mail merge)TO USE:Open this file in Microsoft Word and turn on Developer > Design Mode.Copy the desired content controls and paste them into your .xml template.Create a new template via CRM: Configuration Records > KORE > Mail Merge Template > Create New Mail Merge Template.Paste the separately-provided SQL query into the new CRM record.Table of Contents TOC \o "1-3" \h \z \u GENERAL INFORMATION PAGEREF _Toc105146199 \h 2DEAL INFORMATION PAGEREF _Toc105146200 \h 2ACCOUNT INFORMATION PAGEREF _Toc105146201 \h 3SALESPERSON/COORDINATOR INFORMATION PAGEREF _Toc105146202 \h 3PRIMARY CONTACT INFORMATION PAGEREF _Toc105146203 \h 4BILLING CONTACT INFORMATION PAGEREF _Toc105146204 \h 4ADDITIONAL CONTACT INFORMATION PAGEREF _Toc105146205 \h 5TOTAL REVENUES INFORMATION PAGEREF _Toc105146206 \h 5FIRST SEASON REVENUES INFORMATION PAGEREF _Toc105146207 \h 5CONSOLIDATED LIST FOR SEASON INFORMATION PAGEREF _Toc105146208 \h 6TOTAL BILLINGS INFORMATION PAGEREF _Toc105146209 \h 6FIRST BILLINGS INFORMATION PAGEREF _Toc105146210 \h 6CONSOLIDATED LIST FOR BILLING INFORMATION PAGEREF _Toc105146211 \h 7BILL INFORMATION PAGEREF _Toc105146212 \h 7CONSOLIDATED INVENTORY LIST INFORMATION PAGEREF _Toc105146213 \h 7AGENCY INFORMATION PAGEREF _Toc105146214 \h 7REPEATERS PAGEREF _Toc105146215 \h 9CONTRACT SEASON PAGEREF _Toc105146216 \h 9BILLING INFORMATION PAGEREF _Toc105146217 \h 9INVOICE INFORMATION PAGEREF _Toc105146218 \h 9INVENTORY LIST INFORMATION PAGEREF _Toc105146219 \h 9INVENTORY HIERARCHY INFORMATION PAGEREF _Toc105146220 \h 10INVOICE LIST INFORMATION PAGEREF _Toc105146221 \h 10GENERAL INFORMATIONTopicContent ControlDescriptionSample ValueGeneral InformationTodayToday’s DateJune 3, 2022General InformationToday ShortToday’s Date Shortened06/03/2022General InformationCurrent YearCurrent Year2022General InformationNext YearNext Year2023General InformationCurrent SeasonCurrent Season2020DEAL INFORMATIONTopicContent ControlDescriptionSample ValueDeal InformationDeal Sheet Number Deal Sheet Number12345Deal InformationContract DescriptionContract DescriptionTextDeal InformationDeal TypeDeal TypeStandardDeal InformationDeal StatusDeal StatusDraftDeal InformationApproval StatusApproval StatusAwaiting Sales Manager ApprovalDeal InformationSale TypeSale TypeTextDeal InformationStart Contract DateStart Contract DateJuly 1, 2017Deal InformationContract Start Date OnlyContract Start Date OnlyJuly 1Deal InformationEnd Contract DateEnd Contract DateJune 30, 2020Deal InformationStart Contract Date ShortStart Contract Date Short07/01/2017Deal InformationEnd Contract Date ShortEnd Contract Date Short06/30/2020Deal InformationDate Start to EndDate Start to EndJul 1 2017 12:00AM - Jun 30 2020 12:00AMDeal InformationStart SeasonStart Season2017-18Deal InformationEnd SeasonEnd Season2019-20Deal InformationSeason Start to EndSeason Start to End2017-18 - 2019-20Deal InformationStart YearStart Year2017Deal InformationEnd YearEnd Year20Deal InformationNumber of SeasonsNumber of SeasonsThree (3)Deal InformationObligationsObligationsMust provide all information by season start.Deal InformationOther ObligationsOther ObligationsRequired to send season recap.Deal InformationLegal Transfer NotesLegal Transfer NotesTextDeal InformationExclusivity Option ListExclusivity Option ListFull ExclusivityDeal InformationExclusivity Remark ListExclusivity Remark ListFull exclusive rightsDeal InformationExclusivity Industry ListExclusivity Industry ListAirlineDeal InformationExclusivity Regional ListExclusivity Industry ListGLOBALDeal InformationOption Lines ListOption Lines ListOption Type: Deadline Date: 2019-12-30Option Remarks:ACCOUNT INFORMATIONTopicContent ControlDescriptionSample ValueAccount InformationAccount NameAccount NameSporting Service Solutions IncAccount InformationLegal NameAccount Legal NameTextAccount InformationLegal Name or Account NameAccount Legal Name or Account NameSporting Service Solutions IncAccount InformationLegal StatusAccount Legal StatusTextAccount InformationIndustryAccount IndustryRetailAccount InformationAddress 1Account Address 1123 First AveAccount InformationAddress 2Account Address 2Suite 789Account InformationCityAccount CityAnytownAccount InformationStateAccount StateNYAccount InformationCountryAccount CountryUSAAccount InformationZipAccount Zip00234Account InformationFaxAccount Fax1-888-555-0123Account InformationCity State ZipAccount City State ZipAnytown, NY, 00234Account InformationAddresses on One RowAccount Addresses on One Row123 First Ave, Suite 789SALESPERSON/COORDINATOR INFORMATIONTopicContent ControlDescriptionSample ValueSalesperson InformationSalespersonSalesperson NameJayden PerezSalesperson InformationTitleSalesperson TitleMsSalesperson InformationPhoneSalesperson Phone(888) 555-0199Salesperson InformationEmailSalesperson EmailJ.Perez@example.comSalesperson InformationCoordinatorCoordinator NameSantiago GarciaPRIMARY CONTACT INFORMATIONTopicContent ControlDescriptionSample ValuePrimary ContactPrimary ContactPrimary Contact NameHelena SilvaPrimary ContactAddresses on One RowPrimary Addresses on One Row789 First StPrimary ContactCity, State, ZipPrimary Contact City, State, ZipAtlanta, GA, 00333Primary ContactPhonePrimary Contact Phone(404) 555-0177Primary ContactEmailPrimary Contact Emailh.silva@example.netPrimary ContactJob TitlePrimary Contact Job TitleMarketing ManagerBILLING CONTACT INFORMATIONTopicContent ControlDescriptionSample ValueBilling ContactArchticsIDFinance Account Number Archtics ID123456789Billing ContactNameBilling Contact NameSteve AdamsBilling ContactAddresses on One RowBilling Addresses on One Row789 First StBilling ContactCity, State, ZipBilling Contact City, State, ZipAtlanta, GA, 00333Billing ContactPhoneBilling Contact Phone(404) 555-0177Billing ContactEmailBilling Contact Emails.adams@example.netBilling ContactJob TitleBilling Contact Job TitleCMOADDITIONAL CONTACT INFORMATIONTopicContent ControlDescriptionSample ValueAdditional ContactBilling Primary ContactBilling Primary ContactSteve AdamsAdditional ContactBilling Primary Contact Job TitleBilling Primary Contact Job TitleCMOAdditional ContactBilling Primary Addresses on One RowBilling Primary Addresses on One Row789 First StAdditional ContactBilling Primary Contact City, State, ZipBilling Primary Contact City, State, ZipAtlanta, GA, 00333TOTAL REVENUES INFORMATIONTopicContent ControlDescriptionSample ValueTotal RevenuesContract GrossTotal Contract Gross$3,801,807Total RevenuesTotal Contract Gross WordsTotal Contract Gross WordsThree Million Eight Hundred One Thousand Eight Hundred SevenTotal RevenuesTotal Post Season GrossTotal Post Season Gross$0Total RevenuesTotal Post Season Gross WordsTotal Post Season Gross WordsZeroTotal RevenuesTotal Contract CashTotal Contract Cash$3,801,807Total RevenuesTotal Contract NetTotal Contract Net$3,728,006Total RevenuesTotal Client Contract NetClient Total Contract Net$3,801,807Total RevenuesTotal Contract TradeTotal Contract Trade$0.00Total RevenuesTotal Contract Barter 1Total Contract Barter 1$0Total RevenuesTotal Contract CommissionTotal Contract Commission$0FIRST SEASON REVENUES INFORMATIONTopicContent ControlDescriptionSample ValueFirst Season RevenuesEscalation RateEscalation Rate3.00%First Season RevenuesSeason 1 NameSeason 1 Name2017-18First Season RevenuesSeason 1 Contract NoteSeason 1 Contract NoteTextFirst Season RevenuesSeason 1 GrossSeason 1 Gross$1,230,000First Season RevenuesSeason 1 CashSeason 1 Cash$1,230,000First Season RevenuesSeason 1 NetSeason 1 Net$1,211,550First Season RevenuesSeason 1 TradeSeason 1 Trade$0First Season RevenuesSeason 1 CommissionSeason 1 Commission$0CONSOLIDATED LIST FOR SEASON INFORMATIONTopicContent ControlDescriptionSample ValueSeason InformationSeason Time ListSeason Time ListSeason 1: 1st July 2017 - 30th June 2018Season 2: 1st July 2018 - 30th June 2019Season 3: 1st July 2019 - 30th June 2020Season InformationSeason Revenue ListSeason Revenue ListSeason 1: $1,000,000Season 2: $1,030,000Season 3: $1,060,900Season InformationTodaySeason Time Revenue List2017-18: $1,000,000; 2018-19: $1,030,000; 2019-20: $1,060,900TOTAL BILLINGS INFORMATIONTopicContent ControlDescriptionSample ValueTotal BillingsTotal Invoiced AmountTotal Invoice Amount$3,801,807Total BillingsTotal Tax AmountTotal Tax Amount$0Total BillingsClient Total Invoice and Tax AmountClient Total Invoice and Tax Amount$3,801,807FIRST BILLINGS INFORMATIONTopicContent ControlDescriptionSample ValueFirst BillingsPayment 1 InvoicedPayment 1 Amount Invoiced$307,500First BillingsPayment 1 Estimated Invoice Date ShortPayment 1 Estimated Invoice Date Short07/02/2017First BillingsPayment 1 Due Date ShortPayment 1 Due Date Short08/01/2017First BillingsPayment 1 Due DatePayment 1 Due Date1 August, 2017CONSOLIDATED LIST FOR BILLING INFORMATIONTopicContent ControlDescriptionSample ValueCons. List for BillingBilling Amount Date ListBilling Amount Date List$250,000 on or before August 1, 2017; $250,000 on or before…BILL INFORMATIONTopicContent ControlDescriptionSample ValueBill InformationBill NotesBill NotesTextBill InformationAmount Before Bill Date ListAmount Before Bill Date List$250,000.00 on or before July 2, 2017 and $250,000.00 on...CONSOLIDATED INVENTORY LIST INFORMATIONTopicContent ControlDescriptionSample ValueCons. Inventory ListCategory ListCategory ListCommunity…Cons. Inventory ListProduct ListProduct ListAccess to 8 VIP hospitality tickets and premium amenities…Cons. Inventory ListInventory ListInventory List1. Player Appearance - 1 (One)… AGENCY INFORMATIONTopicContent ControlDescriptionSample ValueAgency InformationAgencyAgencyABC MarketingAgency InformationAgency AddressAgency Address on One Row321 First BlvdAgency InformationAgency City, State, ZipAgency City, State, ZipAtlanta, GA, 00333Agency InformationAgency Primary ContactAgency Primary ContactDoug StephensAgency InformationAgency Primary Contact Addresses on One RowAgency Primary Contact Addresses on One Row321 First BlvdAgency InformationAgency Primary Contact City, State, ZipAgency Primary Contact City, State, ZipAtlanta, GA, 00333Agency InformationAgency Primary Contact PhoneAgency Primary Contact Phone(404) 555-0145Agency InformationAgency Primary Contact EmailAgency Primary Contact Emaild.stephens@example.netAgency InformationAgency Primary Contact Job TitleAgency Primary Contact Job TitleCEOREPEATERSCONTRACT SEASONContract Breakout: Season GrossCashBarterYearAmountCashTrade Contract Season Repeater DescriptionBILLING INFORMATIONGeneral (Standard Query to every client)Invoice Date Invoice AmountInvoiceDateNet AmountRepeaterINVENTORY LIST INFORMATIONGeneral (Standard query to every client) – Using Store Procedure – More OptionsDivisionCategory Inventory LineRemarks Repeater Inventory_groupby Inventory_sortCategory_groupby Category _sortDivision_groupbyINVENTORY HIERARCHY INFORMATIONCategory ProductTitleDetailsCategoryProductTitleDetailsRepeaterINVOICE LIST INFORMATIONInvoice Number Payment Due DateInvoice AmountInvoice NumberPayment Due DateInvoice AmountRepeater PAGE \* MERGEFORMAT 12Click here to enter text.Click here to enter text.Contract Season RepeaterCashClick here to enter text.Click here to enter text.Click here to enter text.RepeaterClick here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text. Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.RepeaterClick or tap here to enter text.Click or tap here to enter text.Click or tap here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text.Click here to enter text. Click here to enter text.Click here to enter text.Click here to enter text.RepeaterDan SmithAshleigh Rentz592017-03-22T14:38:00Z2022-06-21T23:00:00Z208310194511088Microsoft Office Word09226falseTitle1false13007falsefalse16.0000