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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