Client lookup fields use the Name Search field to find clients. Reports sorted alphabetically are also sorted on the Name Search field. However, this field does not get updated automatically when the Client Name is changed.
A WorkFlow can be created to update this field automatically when the Client Name is changed in PracticeMaster.
To create a WorkFlow that will update the Name Search field
You now have a WorkFlow set up that will automatically update the Name Search field without user interaction any time the Client Name field is changed, provided the change is made in PracticeMaster.
Note: If the Client Name is changed in Tabs3, the WorkFlow will not be triggered to run. However, the WorkFlow can optionally be run manually via the Quick Clicks pane in PracticeMaster.
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