The purpose of this Quick Reference Guide is to outline the new integration between RightNow and TRIM and what it means for RightNow users.

The new integration no longer uses email and thus the 20MB file size limit no longer applies.

1. Accessing TRIM with CRM

  1. The new TRIM icon can be found in the RightNow header menu
  2. To trim the enquiry and all file attachments simply click on the TRIM icon
  3. If the enquiry is not against a Student contact record, the following error message will be displayed.  This should be resolved by adding the Student contact record to the enquiry or by adding the Student number to the subject line.

    Note: If the enquiry has already been trimmed, the following message will be displayed.​