Every 2 weeks, we push out (or "release") new features, improvements, and bug fixes to our production environment (my.sisu.co). In this article, you can see a history of all those changes for 2024. The most recent release is always at the top, followed by past releases. Use the table of contents to the right to easily jump to past releases.
April 24
Improvements to existing functionality:
Improvements
We're Changing the Order of the Signed Circles on the Circles Dashboard
On the Circles Dashboard, the buyer and seller Signed circles now follow the Appointment Met circles. We made this change to comply with industry changes.
--How do I get to the Circles Dashboard?--
--How do I get to the Circles Dashboard?--
Go to Dashboards > Team Dashboard (or the Personal Dashboard). The Circles Dashboard opens by default.
We're Changing the Order of Statuses in Reports
Due to industry changes, we're adjusting the order of statuses in our reports so that the Signed status always follows the Appointment Met status.
--Where can I find reports in Sisu?--
--Where can I find reports in Sisu?--
To find reports, click the Reports tab at the top of Sisu.
We've Changed How Task Notifications Are Sent
Task Notifications that have been set to "Adhere to business hours" are being sent at the start of the next team delivery window.
--Where can admins set a task to "Adhere to business hours"?--
--Where can admins set a task to "Adhere to business hours"?--
Admins can click the checkbox "Adhere to business hours" when adding or editing tasks in Sisu.
Bug Fixes
We fixed a bug with the Average Price Tiles. The Outbound Referral units have been removed from the calculation.
Pending and Status filters were looking off after 4 pm. We've fixed this.
Users logged in as agents were seeing inactive agents in the Transaction Filter. We fixed this.
April 10
Bug Fixes
We had a bug affecting task list triggers. We've fixed this bug and we're working hard to make the changes needed to optimize everything that has to do with notifications and triggers.
Notification emails that were set to be sent to all agents weren't being sent to new agents. We've fixed this.
We fixed a bug affecting Team vs Team Challenges, where one team couldn't see the other team's results. Both teams should be able to see all results.
The option to view a user's history was not working. We've fixed this.
When users clicked on the GCI Pending tile, they were directed to the Transactions screen but the filters were wrong. We've fixed this. When you click on the GCI Pending tile, you should be taken to your Transactions screen, and it should be filtered by team and by "Status: Pending."
April 2
New Features:
Improvements to existing functionality:
New Features
You Can Now Embed YouTube Videos in a Roadmap Step
You can have a video appear in any roadmap step. When adding or editing steps, you'll see a new field called "YouTube video embed." Enter the video's ID (NOT the full URL) in the field. See the instructions below for help finding that ID.
--Where is this new field?--
--Where is this new field?--
1. Log into Client Portal.
2. Navigate to a client's transaction by doing one of the following:
Use the contact search bar
Click in-line with a transaction in the Recently Viewed Transactions section
Click in-line with a transaction in the Transactions section
3. Click the Roadmaps tab.
4. Hover your mouse over a roadmap step, and then click the pencil icon.
5. Under the Description box, you'll see the YouTube Video Embed field.
--Where do I find a YouTube video's ID?--
--Where do I find a YouTube video's ID?--
1. Go to YouTube and find a video that you want to include in a step.
2. Locate the URL at the top of the screen.
3. Copy and paste everything AFTER the equal sign.
Improvements
We're Allowing More Characters in a Client Portal Roadmap Step
Now you can have up to 1000 characters in each roadmap step.
Bug Fixes
We fixed a bug that was affecting the Transactions screen. Users were filtering for the Signed status, but transactions with future dates entered into other key date fields were not appearing. We've fixed this. Signed transactions with future dates should still appear on the Transactions screen when it's filtered for the Signed status.
The "Time Received" shown on comments in Message Center was slightly off. We've fixed this.
For those who had the setting "Allow agents to create and re-assign transactions for other agents" enabled, agents weren't able to edit current transactions or create new ones. We've fixed this.
TCs were getting logged out of Client Portal when going to Admin > Team Notifications. We've fixed this.
March 13
Improvements to existing functionality:
Improvements
We Updated Tooltips for the Agent Paid Income Tiles on the Personal Dashboard
When on your personal Dashboard, you have access to the following tiles:
Net Agent Paid Income Pending
Net Agent Paid Income
Average Net Agent Paid Income
We've updated the tooltips for each of these tiles to make sure it's clear how they work.
--How do I get to the Agent Paid Income tiles?--
1. Go to Dashboard > Personal.
2. Scroll down to see the Net Agent Income tiles. They're located under the pacer circles.
New Vendor Type
We've added a new vendor type: Sewer Line Inspector.
Bug Fixes
A bug was showing up whenever future dates were added to key date fields (key date field = any field that changes a transaction's status). The entered date would arrive and the status would change, but task lists for the new status wouldn't trigger and the status change wouldn't show up in the Transaction History. We've fixed this. On the day the future date becomes the current date, the status should change and all task lists connected to that status should be sent out.
We fixed a bug affecting users who were not only adding multiple status dates at one time BUT ALSO had task lists set to trigger for multiple statuses. In this scenario, each list is supposed to trigger, but we discovered that only a single task list was being applied to the transaction. We've fixed this.
We fixed a bug affecting the public display link for Group challenges.
We fixed a bug preventing TCs from viewing the Agent Accountability report.
We fixed a bug that prevented users from deleting a task's due date.
February 28
Improvements to existing functionality:
Improvements
You Can Now Use an Email Template When Emailing from the Documents Page
When sending an email from the Documents page of a transaction, you can now use an email template.
--How do you send an email via the Documents page of a transaction?--
1. Go to Transactions > Transactions.
2. Click in-line with a transaction to open it.
3. In the menu on the left, click "Documents" to open the Documents page.
4. Scroll down and click the "Send" button in-line with a document. (See the right side of the screen.)
Bug Fixes
PDF attachments on Sisu emails were showing up blank or corrupted for all Gmail-integrated users. We've fixed this.
The "time received" shown on comments in Message Center was slightly off. We've fixed this.
We fixed a bug where challenges were showing actual unit counts rather than challenge point totals.
We fixed an error that was appearing when users tried to upload a profile picture.
Dashboard credit was not being accurately reflected when users were giving away credit to a rental or outside referral via an Agent Split. We've fixed this.
Specifying columns in one section of the Active Listings & Buyers report was changing columns for other sections of the report. We've fixed this so that each section can have a different set of columns.
A bug was showing its ugly head when future dates were added to key date fields (any field that changes a transaction's status). When the date arrived, task lists for the new status weren't triggering and the status change wasn't reflected in the Transaction History. We've fixed this. On the day the future date becomes the current date, the status should change and all task lists connected to that status should be sent out.
February 14
Improvements to existing functionality:
Improvements
We're Restricting Staging Emails to Only "sisu.co" Email Addresses
Certain users, clients, and vendors sometimes receive unwanted test emails from staging.sisu.co. To prevent this moving forward, we're turning off staging emails for anyone who doesn't have a sisu.co email address.
New Tooltip for the Daily Task Reminder Setting
We added a tooltip that appears next to the admin-level and user-level Daily Task Reminder setting. The tooltip explains the following: The Daily Task Reminders are sent when a user has tasks “Due Today” or overdue tasks. Emails will not be sent if there are no tasks due. Emails for overdue tasks will stop sending after a task is overdue for 7 days.
--Why is there an admin-level and user-level setting for Daily Task Reminders?--
The admin can enable or disable these notifications for the team, but then each user can go to Account > Notification Settings and specify their own personal preference. The user-level setting overrides the admin-level setting.
--How do I get to the user-lever Daily Task Reminder setting?--
Go to Account > Notification Settings.
--How do admins get to the admin-level Daily Task Reminder setting?--
1. Go to Admin > Team Settings.
2. In the menu on the left, click "Notifications Settings."
Bug Fixes
Some users reported that the "Added" date was showing "None" after uploading a document to a transaction. We've fixed this so that the "Added" date properly appears.
The restriction "Agent/ISA View of Commission Form" wasn't working properly. It was allowing ISAs to view the Commission Form even when set to "Restricted." We've fixed this.
The ISA: Appointments Set leaderboard was showing incorrect numbers. We've fixed this.
The Tasks Overdue leaderboard wasn't showing correct numbers. We've fixed this so that the leaderboard's numbers match the overdue tasks shown under Task Manager > Task List.
Users were seeing an error message each time they tried to send the Commission Form's data via email. The email was being sent but an error was still appearing. We've fixed this error.
The Commission report wasn't including adjustments. We've fixed this.
January 25
New features:
Improvements to existing functionality:
New Features
Admins Can Hide Leaderboards From Agents and Admins Alike
Admins can now restrict leaderboards from agents and ISAs when there are leaderboards they don't need to see. Admins can also restrict leaderboards from admins and TCs when there are leaderboards they don't want to see.
--How do admins restrict leaderboards?--
1. Go to Admin > Team Settings.
2. In the menu on the left, click "View Restrictions."
3. Scroll down to the Restricted Leaderboards section.
4. Click the checkboxes to hide/show Leaderboards to different roles. A checked box means the leaderboard is HIDDEN.
New Easy Way for Admins to See Which Vendors Are Platform Vendors
We've added a Platform Vendor column under Admin > Vendors. The column shows "True" if a vendor is a Platform Vendor, which means they have access to Client Portal. Now admins can tell at a glance who is a Platform Vendor and who isn't.
--How do admins get to Admin > Vendors?--
New Setting: Contacts and Vendors Can View the General Folder in Client Portal
We're adding a new setting that will allow you to make the General folder in Client Portal visible to contacts and vendors. The new setting is "Show General folder and documents inside to Contacts and Vendors in the Client Portal."
--Where can admins and TCs find this new setting?--
1. Go to Admin > Team Settings.
2. In the menu on the left, click "Preferences."
3. The new setting is in the Miscellaneous section, which is the first section on the page. It's called "Show General folder and documents inside to Contacts and Vendors in the Client Portal."
New Setting: Restrict Transaction Amount on the Active Listings and Buyers Report
We're adding a new team setting that allows teams to prevent agents from seeing the transaction amounts that appear on the Active Listings and Buyers report. The new setting is "Exclude Transaction Amount from Agents on Active Listing and Buyers Reports."
--Where can admins and TCs find this new setting?--
1. Go to Admin > Team Settings.
2. In the menu on the left, click "Preferences."
3. The new setting is in the Miscellaneous section, which is the first section on the page. It's called "Exclude Transaction Amount from Agents on Active Listing and Buyers Reports."
New Setting: Allow the Client Uploads Folder to Be Visible to Vendors
We're adding a new team setting that allows vendors to have access to the Client Uploads folder in Client Portal. The new setting is "Allow Vendors to see the Client Uploads folder and documents inside in the Client Portal."
--Where can admins and TCs find this new setting?--
1. Go to Admin > Team Settings.
2. In the menu on the left, click "Preferences."
3. The new setting is in the Miscellaneous section, which is the first section on the page. It's called "Allow Vendors to see the Client Uploads folder and documents inside in the Client Portal."
Improvements
We Added a Search Bar to Admin > Vendors
Now admins can use a search bar to find a specific vendor in their list of vendors.
--How do admins get to Admin > Vendors?--
We've Updated the Setting "Allow agents to update Brokerage and Royalty Cap Amounts"
When the team setting "Allow agents to update Brokerage and Royalty Cap Amounts" is enabled, agents can now also edit their cap year anniversary dates. Previously, this setting only allowed agents to edit their cap amounts.
--Where can admins and TCs find this setting?--
1. Go to Admin > Team Settings.
2. In the menu on the left, click "Preferences."
3. The new setting is in the Miscellaneous section, which is the first section on the page. It's called "Allow agents to update Brokerage and Royalty Cap Amounts."
Bug Fixes
When searching/adding vendors under Admin > Vendors, it was possible to add the same vendor twice. We've fixed this so that it's no longer possible to add duplicate vendors.
Previously, when certain users would approve a document, it would change the date the document was added to Sisu. We've fixed this.
January 10
New features:
Improvements to existing functionality:
New Features
New Setting: Allow admins and TCs to see inactive agents in the "ISA" field
We've added a new team setting: Allow admins and TCs to see inactive agents in the "ISA" field. When enabled, admins and TCs will be able to see inactive agents in the "Appt Set by (ISA)" field. When disabled, inactive agents won't be visible in that field.
--Where can admins and TCs find this new setting?--
1. Go to Admin > Team Settings.
2. In the menu on the left, click "Preferences."
3. The new setting is in the Miscellaneous section, which is the first section on the page. It's called "Allow admins and TCs to see inactive agents in the 'ISA' field."
Vendors in Client Portal Can Use Direct Messaging Now
Any vendors you've invited to Client Portal can now use direct messaging.
Vendors with an Essentials team can send direct messages with an @ mention to any internal team members. Vendors with a Premier team can send direct messages with an @ mention to any internal team member and to clients.
Improvements
We're Relabeling 3 Terms in the Commission Report
In the Team section, we're changing "GCI" to "Total GCI"
In the Team section, we're changing "Team Income (Gross)" to "Team Income (AGI/ Adjusted Gross Income)"
In the Agent section, we're changing the "Gross" column to "(AGI/ Adjusted Gross Income)"
--Where can I find the Commission report?--
To find reports, click the "Reports" tab at the top of Sisu.
Address Is Now Included in the Downloadable List of Users
When downloading the spreadsheet of the list of users from Admin > Users, the address is now included in the file.
--How does an admin download a spreadsheet that includes a list of users?--
1. Go to Admin > Users.
2. In the top-right corner, click the "CSV" button.
Improved Notification Email Delivery Times
We've further improved the delivery frequency of notification emails that are triggered by tasks. Once an email is triggered, it will generally be sent within 2 minutes (and never more than 20), as long as the task was triggered inside the team's set delivery window.
--Where can an admin adjust their team's delivery window?--
1. Go to Admin > Team Settings. The Team Profile opens by default.
2. At the bottom of the Team Profile, you'll see the following delivery window fields:
Notification Delivery Window Start
Notification Delivery Window End
--How do admins set up notification emails?--
To learn more about this, check out this article from our Knowledge Base.
Bug Fixes
We've fixed a bug affecting the UI of the Task Manager, which had certain columns covering other elements on the screen.
We had some reports that the YTD Under Contract click-throughs on the Snapshot screen weren't showing the correct numbers. We've fixed this.
We fixed a bug that was causing buyer task lists to trigger for sellers and vice versa.
The Agent / Team Production report was showing incorrect numbers in the Pending column. We've fixed this. The Pending column should only display transactions that are currently in a Pending status.
When a user would set an "Appointment Set" date from the Record tab, the "Appt Set by ISA" field would then incorrectly update with that user's name. We've fixed this.
Users were deleting tasks from Sisu, but the tasks applied to the transaction weren't being deleted from the Task Manager as they should have been. We've fixed this.
Certain amounts in the Payments section of the Commission Form weren't appearing on the Commission Payments report. We've fixed this. All amounts in the Payments section of the Commission Form should be included in the Commission Payments report.
We had some teams report that the Sierra Interactive integration was not syncing properly. We've fixed this.