Attach external documents to a Client Form

19 August 2015

This feature lets you attach important documents to a client record from the Client Form. You can attach documents such as the client contract or NDA (non-disclosure agreement). So you’ll have easy access to important client documents from one place. The procedure is the same as any other External Document attachment in Chase. Click the […]

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External Documents URL Links

19 August 2015

In the past, you only had the option to upload documents to your Chase FTP site before being able to attach them to a transaction. But many documents now reside on sites across the Web. You don’t want to make a copy to upload because it could get out of sync when the original is […]

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CRM

16 July 2015

Not every improvement to your business is going to focus on optimising business processes. Sometimes, it’s as simple as remembering a request from a customer – which becomes so much more important if you forget it. Because we’re always looking for ways to make our software a key element of your success, we had to […]

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Hot Tip!

18 May 2015

Supplier B‐BBEE Reminders Chase will remind your creditors manager to obtain new B‐BBEE certificates from those vendors whose certificates are about to expire. Recording B‐BBEE statuses and certificates is pretty much mandatory for most South African companies these days, so they need to be kept up to date at all times to avoid consequences. Chase […]

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Resource Availability Filter

8 May 2015

The Resource Availability Filter is our a Chase Traffic tool that can be enormously useful to Traffic Managers. Often, Traffic Managers want to assign a resource to a task but don’t know if that employee is currently available and, if not, when they’ll be available in the future. That’s been a point of frustration for […]

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What is the benefit of adding HTML Notes to Financial Documents?

13 April 2015

The benefit Adding HTML notes to Financial Documents is a great feature. It allows you to use Word-style editing on selected elements to give them a neatly-formatted, professional look. An integrated spell checker helps prevent typos that tarnish your agency’s image. You can colour your text, apply different font styles, highlight sections of text, and […]

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Chase Proofing Feature

13 April 2015

Chase’s new proofing feature allows you to collaborate with clients or suppliers online to present, review, revise, annotate and approve project artwork without having to be in the same room. Accessible through the Supplier or Client Portals, it lets you add notes, make comments, approve or decline artwork, and submit decisions at the click of […]

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Q&A

16 February 2015

 Question: Why is it important to use a Standard Filter? Answer: Running a report with a Standard Filter gives you the following advantages: Less data to search through. Standard Filters let you select just the information you need so you won’t have to search through a lot of data that isn’t relevant to you when […]

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Advanced Copy on a Job Bag

21 November 2014

The “Advance Copy on the Job Bag” function helps you manage campaigns more efficiently by automating much of the work required when activating related job bags. There is less back-and-forth because many processes are done simultaneously, saving you time and money. Read More… When the traffic process and creative concept are complete and client budget […]

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