Wealthbox CRM for Financial Advisors

Latest Version

Version
1.2.2
Update
October 22, 2024
Size
2.76MiB
Developer
app.crmworkspace.com
Category
Users
1,000+
Rating
4.3 ★
Manifest Version
3
Web Store Status
Languages Support
English
See more
Permissions
Storage
See more

Wealthbox CRM for Chrome Extension

The Chrome companion to web-based Wealthbox CRM for financial advisors.

Features

- Create new Contacts.
- View a Contact's details.
- Add notes to client records.
- View a Contact's activity history.
- Save an email to Wealthbox.
- Send + Save an email to Wealthbox.
- Deep link to a Contact Record page in Wealthbox.
Read more

Source Manifest.json

{"update_url": "https://clients2.google.com/service/update2/crx", "name": "Wealthbox CRM for Chrome", "short_name": "Wealthbox", "version": "1.2.2", "manifest_version": 3, "description": "Wealthbox CRM for Financial Advisors", "homepage_url": "https://www.wealthbox.com", "icons": { "16": "icons/wealthbox.png", "48": "icons/wealthbox.png", "128": "icons/wealthbox.png" }, "options_ui": { "page": "src/options/index.html" }, "permissions": [ "storage" ], "host_permissions": [ "*://mail.google.com/mail/*", "*://outlook.live.com/*", "*://outlook.office365.com/*", "*://outlook.office.com/*" ], "background": { "service_worker": "src/background/index.js" }, "content_scripts": [ { "matches": [ "*://mail.google.com/mail/*" ], "js": [ "src/scripts/gmailjs-injector.js" ], "run_at": "document_start" }, { "matches": [ "*://mail.google.com/mail/*", "*://outlook.live.com/*", "*://outlook.office365.com/*", "*://outlook.office.com/*" ], "css": [ "src/app/index.css" ], "js": [ "src/app/index.js" ], "run_at": "document_start" } ], "web_accessible_resources": [ { "resources": [ "src/scripts/*" ], "matches": [ "*://mail.google.com/*", "*://outlook.live.com/*", "*://outlook.office365.com/*", "*://outlook.office.com/*" ] } ]}
Read more