Hi all

I'm having a difficult time finding the correct phrasing to see if this has been solved in the past. Hopefully this makes sense.

I have a master sheet of clients information ('Database' in purple), which includes the case manager assigned to them. My case managers each have a working tab (blue with their initials) to keep their own information but they want to reference just their active clients on their individual tabs.

How can I copy the info from the master sheet IF it contains the case manager's name in it while copying all the info in the row? I want the list to be adaptable such that if a client changes case managers or if they are exited, they will be wiped off the list.

Here's an example. I had to delete alot of data because of HIPPA, but I think this gives an idea. Normally the yellow and purple tabs are locked down so case managers can't manipulate them.

I would use a pivot table filtered by case manager, but the case manager's are having a hard enough time learning to use the red 'TFA' tab that autopopulated the yellow tab, so don't want to overwhelm them.

Thanks for any and all help in advance.
database example.xlsx