Brivity Integration Released

The totals in the YTD Point Leaders section at the top of the Leaderboards page were incorrectly calculating in some isolated instances. We fixed this.

Users apart of an Organization were unable to use fields from a shared Organization Form as merge fields in Notification Templates. This has been resolved.

A bug was affecting merged Lead Sources. These Lead Sources weren't appearing correctly in Admin > Lead Sources, transactions or within the Transaction Page filters. This has been resolved.

ISA goals were not rendering in the Recruiting Platform. We've corrected this.

BoldTrail Integration Released

When users were saving Transaction Comments the text formatting was not saving. We corrected this.

Follow Up Boss integrated users were seeing that Appt Set transactions were not created in Sisu when an unmapped ISA user set the appointment in FUB. We've updated the integration to allow the creation of the transaction even when an unmapped user sets the appointment. The transaction will be created in Sisu, however, the unmapped ISA user will not be synced to the Appt Set by ISA field.

When a user was added to the Agent Splits section of the Commission Form any adjustments added to the Primary Agent in the Commission Form were incorrectly listed under the Secondary Agent on the Commission Report. This has been corrected.

TC users were unable to view the Activity by Agent Report. We fixed this.

Task Lists set to trigger on the Listing Expired status were immediately triggering when any date was entered into the Listing Expiration Date field. This has been resolved.

The setting "Include adjustments in CDA" has been updated; if the setting is enabled users will be able to check the Hide Adjustments box when generating a CDA. If the setting is disabled the Hide Adjustments box will be automatically checked.

Some users were encountering a server error when attempting to merge Lead Sources. This has been fixed.

There was an issue with the 'Second Contact Email' form field that was preventing the sending of email notifications to any email input in this field. We corrected this.

A bug was preventing Task Lists from triggering on the 1st Time Offer and 1st Time Showing statuses. This has been resolved.

The 'Partner' box was unselectable for Platform Vendors. This has been fixed.

The Cap Year selector was not appearing in Admin > Users > Edit when both Cap Year Anniversary dates were not input. We corrected this.

We fixed an issue affecting Per Unit type Challenges where the 'Points Per Unit' count was not reflecting accurately when only one user received Challenge points.

Pages Routing To Sisu Next

Commission CDA Payments Report Update

Team Dashboard

Personal Dashboard

Leaderboards

Task Manager

Lead Source Reports

We fixed a bug that was causing new Transaction Comments to override existing Comments. This would only occur if a single user was editing 2 Transaction Comments (within one Transaction) at the same time.

Data associated with inactive users was not included in the Summary Dashboard Report. We corrected this.

The Google Map integration (available with our Premier subscription) was limiting the amount of transactions shown on the map based on the number of transactions currently viewed on the Transaction Page and not the total number of transactions. We've updated this - the map will not show the total number of transactions (with complete addresses).

Added "Loan Assumption" As New Loan Type Option

Ability To Select Multiple Vendors As Partners

The totals in the "Signed" and "Under Contract" columns within the Summary Dashboard Report were appearing as transaction volume instead of transaction unit count. We corrected this.

The totals in the "Closed" and "Volume" columns within the Lead Sources by Agent Report were appearing incorrectly. This has been fixed.

When the setting "Include 10,000th decimal place on commission forms" is enabled the additional decimals will still display on the Commission Form but will no longer display on the CDA.

Client Portal - Added Ability To Scroll Through Documents

Target List Date Added To Active Listings & Buyers Report

Under Contract GCI Leaderboard Updated

When users were selecting "All Admins" in the Send To field when utilizing the Email Now functionality any other recipients selected would not receive the email. This has been corrected. Additionally we've added a new recipient selection called "All Admins ONLY" which will only send the email to Admin users on your team roster.

There was a grammatical error with the "Appt Set by ISA" merge field. This has been corrected. If a user selects "None" in the Appt Set by ISA form field then "None" will appear in the email when using the merge field.

We resolved an issue with our Mojo integration that was preventing data from syncing.

The “Allow agents and ISAs to change Transaction Status" preference found in Admin > Team Settings > Preferences was malfunctioning. We fixed this.

When an agent allocated income towards the team (by selecting the team as the entity) in multiple adjustments in the Commission Form the totals were not calculating accurately in the Commission Report. This has been resolved. Please note that this did not affect the Net Income total in the report; this total was and is still correct.

The Commission Report was duplicating amounts that were deducted from the team's income via the Pre-Spit and/or Referral Adjustments within the Commission Form. This was corrected.

The Cappers slide within Display Mode was limiting the amount of users shown to only 10. We increased this limit to 20 Cappers per page, rotating to ensure all of your Cappers are displayed.

We fixed an issue that was preventing the "Appt Set by ISA" and "TC" merge fields from pulling field data into Notification Templates.

In the Recruiting platform we updated the 'Client Type' field to 'Recruit Type'.

When downloading the Lead Source ROI by Agent Report into a CSV file some Lead Sources were not included. We corrected this.

When downloading the Commission CDA Payments Report into a CSV file Pre-Split Adjustment Categories were listed as 'Label' instead of the actual category name. This has been corrected.

The Commission Report was displaying amounts that were deducted from a user and added to the team's income incorrectly. We fixed this.

The daily 'Tasks Due' email was not rendering the user's profile photo. This has been corrected.

New Leaderboards Categories Added

"NACA" Selection Added To 'Loan Type' Field

The "Commission Adjustment Name" column in the Commission CDA Payments Report wasn't rendering the Adjustment Name and instead was rendering the Entity. We fixed this.

The Commission Report and the Commission Payments Report weren't reflecting deductions in parenthesis. This has been corrected.

The Payments section of the Commission Form was not calculating correctly when an entity received commission from multiple adjustments in the Final Adjustments section. This was resolved.

We fixed an issue that was preventing an ISA user from viewing their Secondary Income in the Commission Report.

Users were encountering an error when using the Email Now function to share a form. The error only occurred when the client was selected as a recipient. This has been corrected.

We fixed an issue where the downloaded CSV file was not including all transactions filtered transactions from the Transaction Page.

The "Agent Cap Info" section, found in Account > Profile, was displaying a future cap date range. We fixed this.

The "Done" column on the Task Board within the Task Manager was not displaying completed tasks when the scope was selected to view Status: All. This has been resolved.

"Visible On CDA" Checkbox For Commission Entities

Ability To Select Entity On 'Add' Adjustments

If a Commission Adjustment Entity was selected as "Other" users were encountering an error when generating a CDA. We resolved this issue and users are now able to select "Other" as an Adjustment Entity.

We corrected an issue affecting the team scope selection on the ISA by ISA report.

Users were encountering an issue when attempting to update the selected TC from the Transaction's Tasks page. We fixed this.

Commission Adjustments added under the Final Adjustments category within the Commission Form were not appearing on the CDA. This has been corrected.

We fixed an issue that was causing the Net Team GCI to calculate incorrectly when a Group was selected in the scope on the Lead Source ROI by Agent report.

Some users encountered an issue with the CDA displaying the TC user role instead of the user's name. This issue was resolved.

Seller transactions were prematurely updating to the Listing Expired status a day ahead of the date entered into the Listing Expiration Date field. This has been corrected.

We corrected a bug that occurred when selecting a Group as the Adjustment Entity within the Commission Form. All amounts are now listed under the Payments section in the Commission Form.

When the Primary Agent CDA was generated via the Commission Form it was including other users' income. We fixed this.

Commission Adjustments selected as "Add" (additional income) were not appearing on the Commission Report. The report now correctly lists these adjustments.

Final Adjustments (within the Commission Form) selected to calculate on Adjusted GCI were incorrectly calculating as $0. This has been fixed.

The Cap Info (within the Commission Form) was not taking into account any Final Adjustments added that were selected to apply to Caps. This issue was resolved and Final Adjustments are now counting correctly towards Caps.

The Transaction History was logging inaccurate Task due dates. We added logic to consider the team's timezone when logging Task due dates in the Transaction History.

We corrected an issue that occurred when sharing a form. If "All Admins" was selected as a recipient but individual Admin users were also selected the email sending would fail. This issue will no longer occur.

When a Commission Adjustment was added to a Commission Form and the entity in the Adjustment was selected as a Group the deducted amount was not appearing under the Payments section or in the CDA. We corrected this.

We fixed a bug that was affecting users who are apart of multiple Sisu teams. When viewing the Transaction Stages Board for one team, the user can now switch teams and view the data without needing to clear their cache.

In the last release we corrected a bug with the Commission Form and how Adjustment Entity's work when applying an "add" adjustment. This bug was found with the recent addition of the "Final Adjustments" section on the Commission Form. In an effort to correct this we inadvertently created discrepancies with previously entered data. We are working to correct past commission data for teams who have been affected. Moving forward, all adjustments that “Add” income will need to have the correct entity. Please reach out to our Customer Success team if you have questions or you feel your data appears incorrect and we can fix it right away.

There were some discrepancies between the Lead Source ROI by Lead Source Report and Lead Source ROI by Agent Report. We corrected this however some numbers will be slightly different between the reports because the metric 'Cost Per Lead' is calculated differently for the Team vs the Agent. If an Agent is selected in the scope then Cost Per Lead is calculated by dividing Expense by the At Bats. If the Team is selected in the scope then Cost Per Lead is calculated by dividing Expense by Total Leads.

New CDA Preference 'Only show business entity in CDA`

Mojo Integration - Now Incrementing 'Conversations' and 'Number Of Dials' Activities

Totals from the custom activity 'Conversations (Mojo)' will now also increment the default 'Conversations' activity.

Totals from the custom activity 'Number of Dials (Mojo)' will now also increment the default 'Number of Dials' activity.

Some teams reported the names of their custom Activities were appearing as ID numbers when used as Challenge categories. We fixed this.

The total in the 'Units Pending' tile on the Team and Personal Dashboards was including transactions with a future date entered into the Under Contract Date field. We've updated the tile to no longer include these. Additionally we do not recommend entering a future date in the Under Contract Date field; this should typically be the date you have a fully executed Agreement of Sale.

Vendor fields were not available in the Recruiting platform. They've been added to the platform and can be added to your forms by navigating to Admin > Team Settings > Forms & Fields.

The Skyslope integration was not taking into account the Transaction Type which was resulting in some transactions linking incorrectly. This has been corrected.

Amounts entered into the Final Adjustments section of the Commission Form were not reflecting correctly on the Commission Payments Report. This has been resolved.

"Final Adjustments" Section Added To The Commission Form

Ability To Calculate Commissions On Transaction Amount

Ability To Hide Inactive Users In The TC Field

We corrected an issue on the CDA Payouts section where the user's name was listed twice. This issue stemmed from the user not having a business entity in their user profile.

Users had reported they weren't able to select an ISA user in the scope on the Production & Activity Report. We fixed this.

We’ve added a preference to show Buyer Showing before Buyer Signed

Income Report Enhancements

When viewing the Agent Accountability Report and selecting an ISA user in the scope the Appointments Met data was not displayed correctly. This has been corrected.
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Vendor logos were removed when Vendors were edited in Admin > Vendors. This has been corrected.
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When Admin and ISA users accessed the Transaction Stages Board there were no scopes initially set, so no transactions would show. We have corrected this by implementing a default scope.
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The CSV file that can be downloaded from the Income Report was adjusted so the columns correctly match the headers in the Totals table.

We're Changing the Order of the Signed Circles on the Circles Dashboard

We're Changing the Order of Statuses in Reports

We've Changed How Task Notifications Are Sent

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.

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."

You Can Now Embed YouTube Videos in a Roadmap Step

We're Allowing More Characters in a Client Portal Roadmap Step

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.

We Updated Tooltips for the Agent Paid Income Tiles on the Personal Dashboard

New Vendor Type

Net Agent Paid Income Pending

Net Agent Paid Income

Average Net Agent Paid Income

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.

You Can Now Use an Email Template When Emailing from the Documents Page

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.

We're Restricting Staging Emails to Only "sisu.co" Email Addresses

New Tooltip for the Daily Task Reminder Setting

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.

Admins Can Hide Leaderboards From Agents and Admins Alike

New Easy Way for Admins to See Which Vendors Are Platform Vendors

New Setting: Contacts and Vendors Can View the General Folder in Client Portal

New Setting: Restrict Transaction Amount on the Active Listings and Buyers Report

New Setting: Allow the Client Uploads Folder to Be Visible to Vendors

We Added a Search Bar to Admin > Vendors

We've Updated the Setting "Allow agents to update Brokerage and Royalty Cap Amounts"

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.

New Setting: Allow admins and TCs to see inactive agents in the "ISA" field

Vendors in Client Portal Can Use Direct Messaging Now

We're Relabeling 3 Terms in the Commission Report

Address Is Now Included in the Downloadable List of Users

Improved Notification Email Delivery Times

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)"

Notification Delivery Window Start

Notification Delivery Window End

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.