Objective

Add a preferred name or nickname option to the Litify Party Details area shown on individual client Party records.

What Was Accomplished

• Verified live org access through LITIFY_ORG.
• Checked the Account/Party field list and confirmed there was no existing Preferred Name or Nickname field.
• Confirmed existing AKA_Name__c was not the right semantic fit for a preferred communication name.
• Created live custom field Account.Preferred_Name__c.
• Label: Preferred Name / Nickname.
• Type: Text(80).
• Help text: Enter the name the client prefers staff to use.
• Retrieved and updated the active individual Party layout full name: Account-litify_pm__Litify Individual %28Take Action%29.
• Placed Preferred_Name__c directly after litify_pm__First_Name__c and before Middle_Name__c.
• Granted read/edit field-level access to active human Litify profiles: System Administrator, Litify Intakes Agent, Litify Intakes Manager, Litify Paralegal/Case Manager, Litify Attorney, Litify Power User, Litify Standard User, Litify Legal Assistant, Litify Accounting User, Litify Marketing User, and Litify Partner (SAIL).
• Cleaned up local layout retrieve noise created during the broad retrieve.
• Wrote local session report: /Users/samaguiar/Documents/Projects/admin/session_logs/litify-party-preferred-name-2026-05-18.md.

Verification

• Metadata deploy succeeded with deployment id 0AfUV000001X0Wv0AK.
• FieldDefinition confirms Account.Preferred_Name__c, label Preferred Name / Nickname, datatype Text(80).
• Standard Account describe confirms the field is createable and updateable.
• Standard SOQL against the screenshot example account returned the field successfully with a null value, confirming normal query visibility.