Page tree
Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Current »

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.


How to add a new Client

How to add Client Contact

How to add Divisions

How to add Client Products

How to add Campaigns


How to create a Supplier

How to add Supplier Contact


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:


  • No labels