Master files are a collective term for the records of 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 be created in Chase.  For more details on creating these files, 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

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