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This list contains the master list of all videos in the Training Center, the section where each is located, and a direct link to the video.
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The link to the Training Center Video List webpage within the Training Center is located here. The webpage contains the search and column sort functionalities. |
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MoversSuite Topic |
Video/Webcast Information |
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Account Profiles |
Within the Training Center, go to the General Functionality section for this video or click the video title:
Covers the basic setup and usage of Account Profiles along with the benefits of using profiles to manage national accounts.
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Advanced Rating |
Within the Training Center, go to the Accounting & Financial for the following video or click the video title:
•Advanced Rating: Adding a Rate Matrix
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AR Credit & Collections |
Within the Training Center, go to the Accounting & Financial for the following video or click the video title:
•AR Credit & Collections – Basic Functionality & Usage Covers the basic functionality and usage of the AR Credit & Collections module along with some great tips to help you manage your account receivables.
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Avalara |
Within the Training Center, go to the Accounting & Financial for the following video or click the video title:
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BI Tool |
Within the Training Center, go to the General Functionality section for these videos or click a video title:
•BI Tool: Creating a Report through Enterprise BI •BI Tool: Finding Views by Fields
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Capacity Planning |
Within the Training Center, go to the Move Management section for this video or click the video title:
Overview of the setup and features of Capacity Planning.
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Claims |
Within the Training Center, go to the Claims for the following videos or click a video title:
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Comdata |
Within the Training Center, go to the Accounting & Financial for this video or click the video title:
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Container Tracking |
Within the Training Center, go to the Move Management section for this video or click the video title:
Covered in this video is the usage and benefits of Container Tracking, including usage of the Container Management screen.
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Crew Notification |
Within the Training Center, go to the Move Management section for this video or click the video title:
This information is found within the MoversSuite 2021 R05 video.
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Data Cache |
Within the Training Center, go to the General Functionality section for this video or click the video title:
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Document Management |
Within the Training Center, go to the General Functionality section for this video or click the video title:
•Productivity Pack: Letter Management Document Management provides a paperless work environment. Find out more about this great product, including how to setup and add documents to MoversSuite orders, by watching this video.
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Electronic & Online Payments |
Within the Training Center, go to the Electronic & Online Payments section for the following videos or click a video title:
•Electronic Payments: Cash Receipts •Electronic Payments: Pre-Auths and Capture •Electronic Payments: Process a Payment •Electronic Payments: Recurring Billing •Electronic Payments (Admin): Setup Overview •Electronic Payments (Admin): Customize Electronic Payment Page •Online Payments (Admin): Customize Online Payments Page
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Forms Designer |
Within the Training Center, go to the General Functionality section for this video or click the video title:
•Productivity Pack: Letter Management
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International Orders |
Within the Training Center, go to the Move Management section for this video or click the video title:
This video goes through settings needed to document an international move along with the features and functions of the International Orders module.
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Job Costing |
Within the Training Center, go to the Move Management section for this video or click the video title:
Covered in this video is the usage of the Job Costing screen. This video also covers setup instructions useful for administrators for setting up and managing Job Costing.
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Local Dispatch |
Within the Training Center, go to the Move Management section for this video or click the video title:
•Local Services & Dispatching Basics
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Long Distance Dispatch |
Within the Training Center, go to the Move Management section for this video or click the video title:
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Mobile Crew Time |
Within the Training Center, go to the Move Management section for this video or click the video title:
•Mobile Crew Time: Add Punch Activity through MoversSuite
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MoversSuite Application (Desktop) |
Within the Training Center, go to the Application Overview section for the following videos or click a video title:
•MoversSuite Overview and Order Entry Basics
Go to the General Functionality section for this video:
•Order Management: Van Line Orders This webcast discusses the types of documentation that is common among the moving industry and how it is managed within MoversSuite.
Go to the Move Management section for this video:
See also “Local Dispatch” and “Long Distance Dispatch” in this list.
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MoversSuite Email Service |
Within the Training Center, go to the General Functionality section for this video or click the video title:
•Productivity Pack: MoversSuite Email Service Watch this video to see an overview and usage of the MoversSuite Email Service.
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MoversSuite Login |
Within the Training Center, go to the Application Overview section for this video or click the video title:
•MoversSuite Login
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MoversSuite Online Help |
Within the Training Center, go to the Application Overview section for this video or click the video title:
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MSCrew |
Within the Training Center, go to the Move Management section for these videos or click the video title:
•MSCrew: Information for Leads
See also:
•Mobile Crew Time: Add Punch Activity through MoversSuite
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MSWeb |
Within the Training Center, go to the Application Overview section for these videos or click the video title:
•MSWeb Overview and Navigating
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Office & Industrial |
Within the Training Center, go to the Office & Industrial section for the following videos or click the video title:
•Dispatch Move through Work Ticket and Ready for MSCrew •New Move through Quote and Booking
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Online Help |
Within the Training Center, go to the Application Overview section for the following video or click the video title:
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Online Payments |
Within the Training Center, go to the Electronic & Online Payments section for the following videos or click the video title:
•Electronic Payments: Cash Receipts •Electronic Payments (Admin): Setup Overview •Online Payments (Admin): Customize Online Payments Page
Also available:
This video highlights using Electronic & Online Payments for use with Recurring Billing and Storage processing: |
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Order Information |
Go to the General Functionality section for this video click the video title:
This video highlights using the Shipper Contact information to manage shipper name, email, and phone numbers.
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Payment Management |
Within the Training Center, go to the Payment Management for the following videos click the video title:
NOTE: See also “Electronic & Online Payments” for related videos.
•Entering and Processing Cash Receipts This information is within the video titled “MoversSuite Training: (Payment Management)”
•Entering Cash Receipts through Payment Management
•Generic File (Statement) Import Importing a statement batch file into Payment Management using the Generic Import File Process.
•Importing a Generic Statement
•Payment Application Functions Brief overview of the functions available to you through the Payment Application screen.
•Payment Application Navigation Short video on how to navigate Payment Application without using the mouse. Highlights all the great keyboard shortcuts available to users.
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Personal Data |
Within the Training Center, go to the General Functionality section for this video click the video title:
This video covers when an employee requests data removal.
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Recurring Billing |
Within the Training Center, go to the Accounting & Financial section for these videos or click the video title:
•Recurring Billing Full Training* •Recurring Billing Administration** •Recurring Billing Generation**
* This includes the four other videos in one video. **Videos included within the “Full Training Video.” These are separated from the larger training video for easier reference.
Within the Training Center, go to the Electric & Online Payments section for the following video or click the video title:
•Electronic Payments: Recurring Billing
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Revenue Entry |
Within the Training Center, go to the Revenue Entry section for these videos or click the video title:
•Revenue Entry Basics Webcast (Part 1) Order entry, Revenue Entry overview, importing a local work ticket, and basics on administrative setup and the basics of MoversSuite transactions
•Revenue Entry Basics Webcast (Part 2) Transaction generation, importing transactions into Microsoft Dynamics GP, posting batches, and more is covered in this second training webcast.
Go to the Accounting & Financial section for this video or click the video title:
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Security Profile |
Within the Training Center, go to the General Functionality section for this video or click the video title:
•Security Profiles: Changing a User’s Profile
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Tasks |
Within the Training Center, go to the General Functionality section for this video or click the video title:
Listed here are the webcasts and videos to get you on your workflow targets
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Text Messaging |
Within the Training Center, go to the General Functionality section for this video or click the video title:
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Third Party Application |
Within the Training Center, go to the General Functionality section for this video or click the video title::
•Third Party Application Errors Handling Learn to use the Third Party Application Error Management screen to identify and correct issues that arise from various third party applications that interface with MoversSuite.
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Within the Training Center, go to the General Functionality section for this video or click the video title:
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