Implemented and deployed Matter-level Client_ZIP__c in the Litify metadata repo and live LITIFY_ORG. The field is a Formula (Text) sourced from litify_pm__Client__r.BillingPostalCode, not litify_pm__Matter_Postal_Code__c.
force-app/main/default/objects/litify_pm__Matter__c/fields/Client_ZIP__c.field-meta.xml.litify_pm__Matter__c-Take Action Release Layout beside the existing Matter Postal Code.Client_ZIP__c in these custom report types: Matters with Transactions, Matters with Disbursements with Disbursement Line Items, Matters with Insurances with Resolutions, and Intakes with or without Matters under the Matter child section.Admin_Permissions and Marketing_Center_Access so the field is queryable and report-visible for those access lanes.LITIFY_ORG connection with sf org display.Client_ZIP__c was absent and sample Matters had litify_pm__Client__r.BillingPostalCode populated while litify_pm__Matter_Postal_Code__c was null.0AfUV000001X4U50AK succeeded for the field, layout, and four report types.0AfUV000001X4Vh0AK succeeded for the field, layout, and report types.0AfUV000001X4Yv0AK succeeded for the two permission sets.Client_ZIP__c as Formula (Text).Client_ZIP__c values matching client BillingPostalCode for sample Matters.Report builders can now add Matter-level Client ZIP to: Matters with Transactions; Matters with Disbursements with Disbursement Line Items; Matters with Insurances with Resolutions; and Intakes with or without Matters under the Matter child section. The old litify_pm__Matter_Postal_Code__c remains available for comparison but is no longer the only Matter ZIP field in those custom report types.
The managed report type litify_mktgROI__Marketing_Spend_with_Intakes_and_Matters could not be modified. A dry-run returned: Cannot modify managed object: entity=CrtLayoutSection, state=MANAGED_INSTALLED - sections. I removed that local edit and deployed only the modifiable components.