How to make the Account Name in a Claim change automatically when the Client details is changed

Open the Config

1: Click Admin from the Menu.

2: Select Config from the drop down list – the Config window will open.

Change the settings

1: Select the Claim Form tab – the Claim form window will open.

2: Select the Misc Tab – the Misc window will open.

3: If you would like the Account Name to reflect changes to the Client Name immediately, without the need to select a change from the drop down list. Tick the

— “Change Account Name When Name Changed” tick box.

4: Click OK to Save the data and close the window.