For our Sisu users, the vast majority of their Sisu time is spent on the transaction screen, so we wanted to provide an overview of how to get the most out of it. In the video below, we'll be discussing the following:

  • How the transaction screen varies by user

  • Searching and sorting

  • Navigation in the transaction screen

  • Creating filters

  • Re-ordering and adding fields to your transaction screen

  • Exporting data (permission dependent)

  • Quick functions from the transaction screen

Video Note: To optimize viewing, watch this video on Loom. You can do this by clicking the square icon with an arrow coming out of it, which appears in the top-right corner of the video.

Did this answer your question?