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Master 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 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:                                                                               

How to add a new Client

How to add Client Contact

How to add Divisions

How to add Client Products

How to add Campaigns


Supplier:

How to create a Supplier

How to add Supplier Contact


Contractor:

How to add a new Contractor


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




Chase Version:


6.306.6232.21359

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