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Master Files files are a collective term for the records of , but not limited to, Clients, Suppliers & Contractors. In the event of Clients this also refers to their related Products, Contacts, Divisions & Campaigns. Master clients, suppliers and contractors.  For clients, this includes their related products, contacts, divisions and campaigns. 

Master files contain descriptive data, such as names, addresses, contact details as well as general financial information.

Below is a list of Master files that can to be created in Chase.  For more details on creating these files please , click on each link.

Client:                                                                               

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How to add Client Contact

How to add Divisions

How to add Client Products

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How to add a new Contractor

Once you know how to add these files you will be able to create any documents in Chase.



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6.306.6232.21359