Sam asked whether call summaries, transcripts, and SMS messages will also post to Notes. I live-checked LITIFY_ORG and updated the RingCentral/SMS Magic handoffs.
Yes. The intended record trail is Litify Notes. RingCentral call summaries/transcripts should attach or link to the correct Matter/Intake as litify_pm__lit_Note__c records. RingCentral SMS messages should also attach or link to the correct Matter/Intake as Litify Notes where matching succeeds.
2093 Litify Notes in the last 30 days with External_Id__c LIKE 'rc_call_%'.1906 Litify Notes in the last 30 days with External_Id__c LIKE 'rc_msg_%'.337 structured SAIL_SMS_Message__c rows created in the last 30 days.rc_call_... and rc_msg_... Note samples were linked to Matters or Intakes through litify_pm__lit_Matter__c / litify_pm__lit_Intake__c when matching succeeded.Use Litify Notes as the official Matter/Intake record trail. Use SAIL_SMS_Message__c as a structured RingCentral SMS source for timeline/dedupe where helpful, because it has clean fields such as RC_Message_ID__c, Matter__c, Intake__c, Party__c, direction, message body, and timestamp.
admin/handoffs/HANDOFF-ringcentral-matter-tab-important-details-2026-05-01.mdadmin/handoffs/HANDOFF-sms-magic-retirement-ringcentral-v2-2026-05-12.mdadmin/_qa-queue/2026-05-13.mdNo live records, metadata, or RingCentral settings were changed. The next agent should verify duplicate/gap behavior before any cleanup or backfill. SMS Magic historical records remain preserved.
During implementation, query both Litify Notes and structured SMS rows for the RingCentral timeline. Show users the cleanest timeline, but retain Notes as the durable Matter/Intake communication trail.