Use party records to collect details on individuals and businesses involved in your cases. Party records can be reused in the future and assigned new roles when active in future cases.
How to Manage the Party Object
Admins can use this article to manage the access and setup of party records. This includes adding the object to page layouts as well as managing its record types and fields.
Permission Sets
- Litify Matter User: Can Create, Edit, and View, and Delete party records
- Litify Power User: Can Create, Edit, and View, and Delete party records
Page Layouts
Parties: Litify Business (Take Action)
Parties that are businesses have their own page layout.
Parties: Litify Individual (Take Action)
Parties that are individuals have their own page layout.
Matters: Take Action Layout
Parties are available on Matter records from the Parties tab.
Intakes: Intake Layout V6
Parties are available on Intake records from the Parties tab.
Record Types
- Litify Business
- Litify Individual
All Fields
| Field Label | Field Name | Data Type | Description |
| Date of birth | litify_pm__Date_of_birth__c | Date | party's date of birth |
| litify_pm__Email__c | party's email address | ||
| First Name | litify_pm__First_Name__c | Text(255) | party's first name |
| Gender | litify_pm__Gender__c | Picklist | party's gender |
| Last Called At | litify_pm__Last_Called_At__c | Date/Time | timestamp of last time a call was logged to this party |
| Last Emailed At | litify_pm__Last_Emailed_At__c | Date/Time | timestamp of last time an email was logged to this party |
| Last Name | litify_pm__Last_Name__c | Text(255) | party's last name |
| Phone Home | litify_pm__Phone_Home__c | Phone | party's home phone number |
| Phone Mobile | litify_pm__Phone_Mobile__c | Phone | party's mobile phone number |
| Phone Other | litify_pm__Phone_Other__c | Phone | additional phone number for the party |
| Phone Work | litify_pm__Phone_Work__c | Phone | party's work phone number |
| Salutation | litify_pm__Salutation__c | Picklist | salutation for the party |
| SLA | litify_pm__SLA__c | Picklist | |
| Social Security Number | litify_pm__Social_Security_Number__c | Text (Encrypted)(175) | encrypted field containing party's ssn |
| Total Calls | litify_pm__Total_Calls__c | Number(18, 0) | total calls logged on this party record |
| Total Emails | litify_pm__Total_Emails__c | Number(18, 0) | total emails logged on this party record |