Vtiger Aide is always with you even when you are not using Vtiger. See your agenda, join meetings, create tasks for action items.
Vtiger Aide - Your new Personal Assistant Extension
**Managing Events**
Under the Today’s Events section, you see the events whose start date is the current date.
* Clicking on an event under Today’s Events takes you to the event’s Detail View.
* If it’s a Google Meet or Zoom Meet or Microsoft Teams meeting or Webex meetings event, you will see an option to join the meeting. Clicking on Join> will take you to the meeting link.
If the event is [Google Meet](https://help.vtiger.com/article/146450020-Using-Google-Meet) or [Zoom Meet](https://help.vtiger.com/article/148048597-Zoom-Meetings-Integration) or Microsoft Teams or Webex, you will see the Helper option. Read further to learn more.
**Helper Button**
Click the Helper button. There are multiple actions that you can take with its help.
* Click the checkmark on the left to mark the event as Held (closed).
* Mark as Held & Follow up - This option allows you to close an event (mark as Held) and create a follow-up event.
* Reschedule - This option lets you reschedule the event by selecting new start and end dates.
* Join> - You can join the meeting by clicking this button.
* Tasks - Specify the task title and press Enter to create a task (action item). You can additionally set the task status, due date, and assignee.
* Meeting notes - Add the meeting minutes here. This gets copied to the event record’s description.
If the event is of type Zoom Meet, Webex also, you get the following additional options:
* The number of invitees who joined vs. the number of invitees who did not join the meeting
* A list of invitees who joined or did not join the meeting
* An option to alert the invitees who did not join the meeting
**Managing Tasks**
The Today’s Tasks section shows tasks whose start date is the current date. Here are the actions you can perform on the task.
* Mark task as Completed
* Edit task name
* Change task status
* Change task’s due date
**Searching records**
Apart from managing your events and tasks, you can also search for relevant records from Vtiger Aide.
Follow these steps to search for records:
* Open Vtiger Aide from Google Chrome.
* Click the Search icon on the top.
* Choose a module from the drop-down on the left.
* Type a keyword in the search bar.
The search results are shown automatically as you type.
You can access Vtiger Aide from not just the CRM screen but also from any tab or page on your browser. You can be watching Ted Talks on YouTube and using Vtiger Aide at the same time.
**About Vtiger CRM**
Vtiger CRM empowers Sales, Marketing, Customer Service, and Implementation teams with the power of one view on deals, cases, contacts, and tasks.
Over 300,000 businesses use Vtiger to create delightful customer experiences that measurably improve business revenue, customer loyalty, and team performance.
**Questions or suggestions?**
Email us at [email protected]
Source Manifest.json
How to download and manually install Vtiger Aide - Your new Personal Assistant extension for Chrome
Looking for a way to install Vtiger Aide - Your new Personal Assistant extensions for Chrome, you can search for them in the Chrome Web Store, clicking the "Add to Chrome" button, and following the straightforward process.
However, you may need to install Vtiger Aide - Your new Personal Assistant extensions manually, this article outlines two simple methods to effortlessly install Vtiger Aide - Your new Personal Assistant extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.
Method 1: Download Vtiger Aide - Your new Personal Assistant extension and manually install through Drag &Drop
If you ever need to manually install a Vtiger Aide - Your new Personal Assistant extension for Chrome, don't worry, it's a simple process. Just follow these easy steps, and you will have your extension ready to use in no time.
Step 1: Download the Vtiger Aide - Your new Personal Assistant Extension by clicking the "Download CRX" button on the website.
Look for the Vtiger Aide - Your new Personal Assistant extension you wish to install. Go to the website and download the Vtiger Aide - Your new Personal Assistant extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for Vtiger Aide - Your new Personal Assistant extension that contains all the data.
Step 2: Extract &Arrange Files
Once the file is downloaded, extract that file into its own folder. Similarly, give that extension files a permanent home. In other words, keep it in a folder that you don't accidentally delete it because these files will be needed to make that extension work.
Step 3: Go to the Chrome Extensions Page
Open Google Chrome and in the address bar, type chrome://extensions; it will open the Google Chrome extensions page. Make sure that "My extensions" is selected in the sidebar.
Step 4: Drag and Drop the Extension
Now, go to the folder where you extracted the Vtiger Aide - Your new Personal Assistant extension and drag &drop the extension file from there anywhere onto the extension page within Google Chrome.
Step 5: Complete the Installation
Once you drag and drop the extension file, follow the steps that Google Chrome takes you through. Similarly, if the extension file is of .crx file format, you will be required to review the permissions and then add the extension.
Now, you can manage that added extension as you would like to with any other Chrome extension that you added through Chrome Webstore. Its icon will also appear in the Google Chrome Menu on the right side of the address bar once you activate it.
Method 2: Download Vtiger Aide - Your new Personal Assistant extension for Chrome and install in Developer Mode
This is another method to install Vtiger Aide - Your new Personal Assistant extension manually, but the twist is that here, you install by enabling the developer mode option provided in Google Chrome. This mode is commonly used for testing extensions or running unpublished tools.
Step 1: Download the Vtiger Aide - Your new Personal Assistant extension file
Select and download the Vtiger Aide - Your new Personal Assistant extension by clicking the 'Download CRX' button on the website.
Step 2: Extract the downloaded contents
Convert the file to a ZIP file if it is in CRX format then extract the Vtiger Aide - Your new Personal Assistant extension zip file or folder that you downloaded. Make sure you extract it using the same folder name and keep it safely in another folder, so you don't delete it by mistake. The extracted folder will be needed to keep your Vtiger Aide - Your new Personal Assistant extension running.
Step 3: Open Chrome Extension Setting Page
In the address bar of Google Chrome, type chrome://extensions and open the Chrome Extension Page.
Step 4: Enable Developer Mode
After opening the Chrome Extension page, look at the top right side, and you will find the toggle option of "Developer mode."Simply enable that developer mode option.
Step 5: Load the Unpacked Extension
Once you enable the developer mode option, you will see the menu of Load Unpacked, Pack Extensions and Update. From that, select the option "Load unpacked."
Step 6: Select the Extension Folder
Once the pop-up opens upon clicking Load unpacked, select the Vtiger Aide - Your new Personal Assistant extension directory and click on the "Select Folder "button.
Step 7: Confirm and Install
After you select an extension folder of a Google Chrome extension you're installing manually, confirm its installation for the final time and let the installation complete.
Conclusion
Here we've made a step-by-step guide on How to manually install Vtiger Aide - Your new Personal Assistant extension in 2 ways. We hope this guide proves helpful.
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