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The WiSys Agility Explorer Outlook Add-In is a Business Intelligence tool that works in conjunction with Outlook to create different views into your Exact Macola back office data. In an earlier blog post, we showed you how the Outlook Add-In tool was made using our Agility Design Studio.

In this video, we show you how the Outlook Add-In tool can be used for simple AR Collection. This process includes:

  • Viewing customer history
  • Emailing customer invoices
  • Integration with Synergy workflows for follow-up