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
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Wealthbox CRM 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/*" ] } ]}
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How to download and manually install Wealthbox CRM extension for Chrome

Looking for a way to install Wealthbox CRM 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 Wealthbox CRM extensions manually, this article outlines two simple methods to effortlessly install Wealthbox CRM extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.

Method 1: Download Wealthbox CRM extension and manually install through Drag &Drop

If you ever need to manually install a Wealthbox CRM 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 Wealthbox CRM Extension by clicking the "Download CRX" button on the website.

Look for the Wealthbox CRM extension you wish to install. Go to the website and download the Wealthbox CRM extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for Wealthbox CRM 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 Wealthbox CRM 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 Wealthbox CRM extension for Chrome and install in Developer Mode

This is another method to install Wealthbox CRM 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 Wealthbox CRM extension file

Select and download the Wealthbox CRM 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 Wealthbox CRM 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 Wealthbox CRM 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 Wealthbox CRM 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 Wealthbox CRM extension in 2 ways. We hope this guide proves helpful.

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User reviews

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Chris Rhoads (ID: 0000007c8d89803d) Voted 3 ★ - Updated 09/14/2021 Works well when it works. It's no longer showing up in my inbox though.

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Jim Frazin (ID: 00000096d0748325) Voted 2 ★ - Updated 07/18/2017 mis reads email addresses; cannot add other data from extension into WB. Instead, one has to log int WB. Sometimes I cannot log to WB from Chrome. Very annoying.

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(ID: ) Voted 3 ★ - Updated 06/13/2017 From time to time it won't load. Not good if all your business depends on it

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Matt Riordan (ID: 00000096b552b219) Voted 5 ★ - Updated 07/06/2016 Wealthbox & this extension are everything RedTail's Tailwag were supposed to be!

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Chaim Investment Advisors (ID: 0000005af1f78b7f) Voted 5 ★ - Updated 06/17/2016 Wow, this is a heavy-hitting upgrade for Wealthbox. Really makes it a great valued service all-in-all.