Objective

Answer why the emergency contact number showed under Emergency Contact Name instead of Emergency Contact Phone, confirm whether a relationship field existed, and fix what could be fixed safely.

What Was Accomplished

• Verified live Salesforce/Litify org access through LITIFY_ORG.
• Confirmed the visible record was Account 001UV00000b2Q5xYAE.
• Confirmed the issue was live data, not a display bug. The record had Emergency_Contact_Name__c = Aunt Jo Ann Williams 5025924464 and Emergency_Contact_Phone__c = null.
• Confirmed the org already had an Emergency Contact Phone field, but no Emergency Contact Relationship field.
• Created Account.Emergency_Contact_Relationship__c.
• Label: Emergency Contact Relationship.
• Type: Text(80).
• Help text: Enter the emergency contact's relationship to the client, such as spouse, parent, aunt, sibling, or friend.
• Added the relationship field to the individual Party layout Account-litify_pm__Litify Individual %28Take Action%29 between Emergency Contact Name and Marital Status.
• Granted read/edit field-level access for active human Litify profiles.
• Corrected the visible client record to: name Jo Ann Williams, relationship Aunt, phone (502) 592-4464.
• Ran a sample audit: among 2,000 Accounts with Emergency Contact Name populated and Emergency Contact Phone blank, 1,624 likely had a phone number embedded in the name field.
• Wrote local rollback/QA report: /Users/samaguiar/Documents/Projects/admin/session_logs/litify-emergency-contact-cleanup-2026-05-18.md.

Verification

• Metadata deploy succeeded: 0AfUV000001X0a90AC.
• Standard Account describe confirms Emergency_Contact_Relationship__c is createable and updateable.
• Standard SOQL confirms the visible client record now has the split name, relationship, and phone values.