Apa itu Vtiger Aide - Your new Personal Assistant?

Vtiger Aide - Your new Personal Assistant adalah ekstensi Chrome yang dikembangkan oleh Vtiger, dan fitur utamanya adalah "Vtiger Aide is always with you even when you are not using Vtiger. See your agenda, join meetings, create tasks for action items.".

Screenshot Ekstensi

Unduh Berkas CRX Ekstensi Vtiger Aide - Your new Personal Assistant

Unduh file ekstensi Vtiger Aide - Your new Personal Assistant dalam format crx, pasang ekstensi Chrome secara manual di peramban, atau bagikan file crx dengan teman untuk menginstal ekstensi Chrome dengan mudah.

Petunjuk Penggunaan Ekstensi

Vtiger Aide is a feature that lets you have a seamless experience of attending meetings, taking notes, and creating action items. It is a Google Chrome extension that you can install with a few simple steps. Let us dive into the installation process.

**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]

Informasi Dasar Ekstensi

Nama	Vtiger Aide - Your new Personal Assistant
ID	fldknjpophnlpdaefimjdklamcddaajk
URL Resmi	https://chromewebstore.google.com/detail/vtiger-aide-your-new-pers/fldknjpophnlpdaefimjdklamcddaajk
Deskripsi	Vtiger Aide is always with you even when you are not using Vtiger. See your agenda, join meetings, create tasks for action items.
Ukuran File	5.69 MB
Jumlah Instalasi	89
Versi Saat Ini	1.2
Terakhir Diperbarui	2022-03-26
Tanggal Publikasi	2021-09-07
Penilaian	5.00/5 Total 1 Penilaian
Pengembang	Vtiger
Email	[email protected]
Tipe Pembayaran	free
Situs Ekstensi	https://www.vtiger.com/
URL Halaman Bantuan	https://help.vtiger.com/article/150760299-Vtiger-Aide-Chrome-Extension
URL Halaman Kebijakan Privasi	https://www.vtiger.com/policy-legal-center/privacy-policy
Bahasa yang Didukung	en-US
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