Sisu

Use the table of contents on the right side of the screen to jump to a particular topic.

Removing Roadmaps from a Single Transaction

In Sisu, go to Transactions &gt; Transactions.

Click in-line with a transaction to open it.

In the menu on the left, click Client Portal.

Click the Associated Road to Close Template(s) drop-down, and deselect any roadmaps you want to remove from the transaction.

1. In Sisu, go to Transactions &gt; Transactions.
 
 
 
2. Click in-line with a transaction to open it.
 
3. In the menu on the left, click Client Portal. 
 
 
 
4. Click the Associated Road to Close Template(s) drop-down, and deselect any roadmaps you want to remove from the transaction.
 
 
 
5. Click Update.

Removing Roadmaps from Multiple Transactions

In <a href="https://client.sisu.co/auth/login" rel="nofollow noopener noreferrer" target="_blank">Client Portal</a>, click Roadmap Builder.

Click the View Transaction Screen button. This opens the Transaction screen.

If you want to see more than 10 transactions on the screen at a time, click the drop-down at the bottom of the Transaction Screen and choose the option that is best for you. 

Click the checkboxes on the left to select multiple transactions.

Note: If you want to select all transactions, click the checkbox in the header next to ID.

Click the Select Roadmap Templates drop-down, and click the checkboxes of the roadmaps you want to remove. (The box should be checked for each roadmap you want to remove.)

1. In <a href="https://client.sisu.co/auth/login" rel="nofollow noopener noreferrer" target="_blank">Client Portal</a>, click Roadmap Builder.
 
 
 
2. Click the View Transaction Screen button. This opens the Transaction screen.
 
3. If you want to see more than 10 transactions on the screen at a time, click the drop-down at the bottom of the Transaction Screen and choose the option that is best for you. 
 
 
 
4. Click the checkboxes on the left to select multiple transactions.
 Note: If you want to select all transactions, click the checkbox in the header next to ID.
 
 
5. Click the Select Roadmap Templates drop-down, and click the checkboxes of the roadmaps you want to remove. (The box should be checked for each roadmap you want to remove.)
 
 
6. Click Remove.